SPIA
PPTY

Steward Partners Investment Advisory’s US Diversified Real Estate ETF PPTY Stock Holding History

Steward Partners Investment 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
2023
Q4 		– Sell
-27
Closed -$726 – 3551
2023
Q3 		$726 Hold
27
– – ﹤0.01% 3221
2023
Q2 		$780 Hold
27
– – ﹤0.01% 3155
2023
Q1 		$761 Hold
27
– – ﹤0.01% 3144
2022
Q4 		$757 Hold
27
– – ﹤0.01% 3153
2022
Q3 		$1K Hold
27
– – ﹤0.01% 3157
2022
Q2 		$1K Hold
27
– – ﹤0.01% 3152
2022
Q1 		$1K Hold
27
– – ﹤0.01% 3213
2021
Q4 		$1K Buy
+27
New +$1.02K ﹤0.01% 3115

Other funds holding PPTY

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FCM
Firestone Capital Management Coral Gables, Florida $480M AUM 15.33% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Steward Partners Investment Advisory's PPTY Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of US Diversified Real Estate ETF (PPTY) in Q4 2023, closing a stake of 27 shares — an estimated $726 sold.

Steward Partners Investment Advisory first reported a position in PPTY in Q4 2021 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 20 funds tracked by Wall St. Rank hold PPTY as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining US Diversified Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 27 US Diversified Real Estate ETF shares in Q4 2023, an estimated $726.
  • Steward Partners Investment Advisory first reported a position in US Diversified Real Estate ETF in Q4 2021 and held it in 8 quarters.
  • Steward Partners Investment Advisory's US Diversified Real Estate ETF position peaked at $1K in Q3 2022.
  • 20 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.