MAI Capital Management’s US Diversified Real Estate ETF PPTY Stock Holding History

MAI Capital Management’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	-421	Closed	-$12.7K	–	4028
2026 Q1	$12.7K	Hold	421	–	–	﹤0.01%	3037
2025 Q4	$12.7K	Hold	421	–	–	﹤0.01%	2742
2025 Q3	$13K	Hold	421	–	–	﹤0.01%	2619
2025 Q2	$12.8K	Hold	421	–	–	﹤0.01%	2596
2025 Q1	$13.3K	Hold	421	–	–	﹤0.01%	2370
2024 Q4	$13.5K	Buy	+421	New	+$14.1K	﹤0.01%	2385

Other funds holding PPTY

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

MAI Capital Management's PPTY Position: Q2 2026 in Review

MAI Capital Management sold out of US Diversified Real Estate ETF (PPTY) in Q2 2026, closing a stake of 421 shares — an estimated $12.7K sold.

MAI Capital Management first reported a position in PPTY in Q4 2024 and held it in 6 quarters. The position peaked at $13.5K in Q4 2024. 21 funds tracked by Wall St. Rank hold PPTY as of Q2 2026.

MAI Capital Management reported no remaining US Diversified Real Estate ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 421 US Diversified Real Estate ETF shares in Q2 2026, an estimated $12.7K.
MAI Capital Management first reported a position in US Diversified Real Estate ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's US Diversified Real Estate ETF position peaked at $13.5K in Q4 2024.
21 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.