WP
PPTY

WealthPLAN Partners’s US Diversified Real Estate ETF PPTY Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-54
Closed -$1.56K – 922
2023
Q2 		$1.56K Hold
54
– – ﹤0.01% 1106
2023
Q1 		$1.52K Buy
+54
New +$1.58K ﹤0.01% 1165

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
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
FCM
Firestone Capital Management Coral Gables, Florida $537M AUM 19% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

WealthPLAN Partners's PPTY Position: Q3 2023 in Review

WealthPLAN Partners sold out of US Diversified Real Estate ETF (PPTY) in Q3 2023, closing a stake of 54 shares — an estimated $1.56K sold.

WealthPLAN Partners first reported a position in PPTY in Q1 2023 and held it in 2 quarters. The position peaked at $1.56K in Q2 2023. 21 funds tracked by Wall St. Rank hold PPTY as of Q3 2023.

  • WealthPLAN Partners reported no remaining US Diversified Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 54 US Diversified Real Estate ETF shares in Q3 2023, an estimated $1.56K.
  • WealthPLAN Partners first reported a position in US Diversified Real Estate ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's US Diversified Real Estate ETF position peaked at $1.56K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.