Kestra Advisory Services
PPTY icon

Kestra Advisory Services’s US Diversified Real Estate ETF PPTY Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,750
Closed -$52.7K – 4084
2025
Q4 		$52.7K Buy
+1,750
New +$52.9K ﹤0.01% 3904

Other funds holding PPTY

Blue Trust Inc
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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
Vident Advisory
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Empirical Asset Management
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return

Kestra Advisory Services's PPTY Position: Q1 2026 in Review

Kestra Advisory Services sold out of US Diversified Real Estate ETF (PPTY) in Q1 2026, closing a stake of 1,750 shares — an estimated $52.7K sold.

Kestra Advisory Services first reported a position in PPTY in Q4 2025 and held it in 1 quarter. The position peaked at $52.7K in Q4 2025. 24 funds tracked by Wall St. Rank hold PPTY as of Q1 2026.

  • Kestra Advisory Services reported no remaining US Diversified Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,750 US Diversified Real Estate ETF shares in Q1 2026, an estimated $52.7K.
  • Kestra Advisory Services first reported a position in US Diversified Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's US Diversified Real Estate ETF position peaked at $52.7K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.