OPS
PPTY

Orion Portfolio Solutions’s US Diversified Real Estate ETF PPTY Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-510
Closed -$13K – 1625
2020
Q2 		$13K Sell
510
-70
-12% -$1.78K ﹤0.01% 1106
2020
Q1 		$14K Buy
+580
New +$17.7K ﹤0.01% 956

Other funds holding PPTY

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Orion Portfolio Solutions's PPTY Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of US Diversified Real Estate ETF (PPTY) in Q3 2020, closing a stake of 510 shares — an estimated $13K sold.

Orion Portfolio Solutions first reported a position in PPTY in Q1 2020 and held it in 2 quarters. The position peaked at $14K in Q1 2020. 12 funds tracked by Wall St. Rank hold PPTY as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining US Diversified Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 510 US Diversified Real Estate ETF shares in Q3 2020, an estimated $13K.
  • Orion Portfolio Solutions first reported a position in US Diversified Real Estate ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's US Diversified Real Estate ETF position peaked at $14K in Q1 2020.
  • 12 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.