Global Assets Advisory
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Global Assets Advisory’s US Diversified Real Estate ETF PPTY Stock Holding History

Global Assets Advisory’s Portfolio PPTY Stock Details PPTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,471
Closed -$97.2K – 515
2026
Q1 		$97.2K Buy
+3,471
New +$107K 0.03% 308

Other funds holding PPTY

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Vident Advisory
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Global Assets Advisory's PPTY Position: Q2 2026 in Review

Global Assets Advisory sold out of US Diversified Real Estate ETF (PPTY) in Q2 2026, closing a stake of 3,471 shares — an estimated $97.2K sold.

Global Assets Advisory first reported a position in PPTY in Q1 2026 and held it in 1 quarter. The position peaked at $97.2K in Q1 2026. 21 funds tracked by Wall St. Rank hold PPTY as of Q2 2026.

  • Global Assets Advisory reported no remaining US Diversified Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 3,471 US Diversified Real Estate ETF shares in Q2 2026, an estimated $97.2K.
  • Global Assets Advisory first reported a position in US Diversified Real Estate ETF in Q1 2026 and held it in 1 quarter.
  • Global Assets Advisory's US Diversified Real Estate ETF position peaked at $97.2K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.