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
Q2 		$2.55M Buy
74,458
+5,632
+8% +$184K 0.03% 565
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 $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Financial's PPTY Position: Q2 2026 in Review

Summit Financial increased its US Diversified Real Estate ETF (PPTY) stake by 8.2% in Q2 2026, buying an estimated $184K and bringing the position to 74,458 shares worth $2.55M. The position accounts for 0.03% of the portfolio, ranked #565.

Summit Financial first reported a position in PPTY in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.39M in Q3 2025. 21 funds tracked by Wall St. Rank hold PPTY as of Q2 2026.

  • Summit Financial held 74,458 shares of US Diversified Real Estate ETF worth $2.55M as of Q2 2026.
  • Summit Financial bought 5,632 US Diversified Real Estate ETF shares in Q2 2026, an estimated $184K.
  • US Diversified Real Estate ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #565 holding.
  • Summit Financial first reported a position in US Diversified Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's US Diversified Real Estate ETF position peaked at $4.39M in Q3 2025.
  • 21 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.