WCFA
PPTY

Walkner Condon Financial Advisors’s US Diversified Real Estate ETF PPTY Stock Holding History

Walkner Condon Financial Advisors’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 		$344K Hold
10,050
– – 0.04% 239
2026
Q1 		$303K Sell
10,050
-1,290
-11% -$39.9K 0.04% 243
2025
Q4 		$341K Hold
11,340
– – 0.05% 225
2025
Q3 		$351K Hold
11,340
– – 0.06% 218
2025
Q2 		$345K Hold
11,340
– – 0.06% 203
2025
Q1 		$358K Buy
11,340
+100
+0.9% +$3.2K 0.07% 185
2024
Q4 		$361K Hold
11,240
– – 0.07% 192
2024
Q3 		$386K Hold
11,240
– – 0.08% 181
2024
Q2 		$341K Hold
11,240
– – 0.07% 182
2024
Q1 		$341K Hold
11,240
– – 0.07% 200
2023
Q4 		$340K Hold
11,240
– – 0.08% 193
2023
Q3 		$302K Hold
11,240
– – 0.08% 188
2023
Q2 		$325K Sell
11,240
-7,400
-40% -$205K 0.09% 176
2023
Q1 		$525K Hold
18,640
– – 0.15% 127
2022
Q4 		$523K Sell
18,640
-1,000
-5% -$28.3K 0.16% 118
2022
Q3 		$540K Buy
19,640
+890
+5% +$27.9K 0.17% 111
2022
Q2 		$580K Buy
18,750
+950
+5% +$32.5K 0.18% 111
2022
Q1 		$676K Hold
17,800
– – 0.19% 100
2021
Q4 		$703K Buy
+17,800
New +$670K 0.46% 56
2021
Q3 		– Sell
-17,800
Closed -$616K – 164
2021
Q2 		$616K Hold
17,800
– – 0.23% 84
2021
Q1 		$565K Hold
17,800
– – 0.22% 88
2020
Q4 		$517K Hold
17,800
– – 0.22% 81
2020
Q3 		$463K Buy
+17,800
New +$475K 0.25% 71

Other funds holding PPTY

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SF
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
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

Walkner Condon Financial Advisors's PPTY Position: Q2 2026 in Review

Walkner Condon Financial Advisors held its US Diversified Real Estate ETF (PPTY) position steady in Q2 2026 at 10,050 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #239.

Walkner Condon Financial Advisors first reported a position in PPTY in Q3 2020 and has held it in 23 quarters since. The position peaked at $703K in Q4 2021. 21 funds tracked by Wall St. Rank hold PPTY as of Q2 2026.

  • Walkner Condon Financial Advisors held 10,050 shares of US Diversified Real Estate ETF worth $344K as of Q2 2026.
  • Walkner Condon Financial Advisors left its US Diversified Real Estate ETF share count unchanged in Q2 2026.
  • US Diversified Real Estate ETF made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #239 holding.
  • Walkner Condon Financial Advisors first reported a position in US Diversified Real Estate ETF in Q3 2020 and has held it in 23 quarters since.
  • Walkner Condon Financial Advisors's US Diversified Real Estate ETF position peaked at $703K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.