SF
PPTY

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

Summit 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
2026
Q1 		$2.07M Sell
68,826
-76,742
-53% -$2.37M 0.03% 569
2025
Q4 		$4.38M Buy
145,568
+3,754
+3% +$113K 0.06% 293
2025
Q3 		$4.39M Buy
+141,814
New +$4.33M 0.07% 287

Other funds holding PPTY

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Summit Financial's PPTY Position: Q1 2026 in Review

Summit Financial reduced its US Diversified Real Estate ETF (PPTY) stake by 53% in Q1 2026, selling an estimated $2.37M and leaving 68,826 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #569.

Summit Financial first reported a position in PPTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.39M in Q3 2025. 24 funds tracked by Wall St. Rank hold PPTY as of Q1 2026.

  • Summit Financial held 68,826 shares of US Diversified Real Estate ETF worth $2.07M as of Q1 2026.
  • Summit Financial sold 76,742 US Diversified Real Estate ETF shares in Q1 2026, an estimated $2.37M.
  • US Diversified Real Estate ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #569 holding.
  • Summit Financial first reported a position in US Diversified Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's US Diversified Real Estate ETF position peaked at $4.39M in Q3 2025.
  • 24 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.