Raymond James Financial
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Raymond James Financial’s US Diversified Real Estate ETF PPTY Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-2,168
Closed -$65.9K – 6288
2025
Q2 		$65.9K Buy
+2,168
New +$65.2K ﹤0.01% 5066

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
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
Empirical Asset Management
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Raymond James Financial's PPTY Position: Q3 2025 in Review

Raymond James Financial sold out of US Diversified Real Estate ETF (PPTY) in Q3 2025, closing a stake of 2,168 shares — an estimated $65.9K sold.

Raymond James Financial first reported a position in PPTY in Q2 2025 and held it in 1 quarter. The position peaked at $65.9K in Q2 2025. 25 funds tracked by Wall St. Rank hold PPTY as of Q3 2025.

  • Raymond James Financial reported no remaining US Diversified Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 2,168 US Diversified Real Estate ETF shares in Q3 2025, an estimated $65.9K.
  • Raymond James Financial first reported a position in US Diversified Real Estate ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's US Diversified Real Estate ETF position peaked at $65.9K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.