Wells Fargo
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Wells Fargo’s US Diversified Real Estate ETF PPTY Stock Holding History

Wells Fargo’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
-535
Closed -$14.4K – 7690
2023
Q3 		$14.4K Buy
+535
New +$15.4K ﹤0.01% 5710
2021
Q4 		– Sell
-288
Closed -$10K – 7669
2021
Q3 		$10K Buy
+288
New +$10.3K ﹤0.01% 6205
2020
Q2 		– Sell
-134
Closed -$3K – 6688
2020
Q1 		$3K Buy
+134
New +$4.08K ﹤0.01% 5948
2019
Q1 		– Sell
-410
Closed -$11K – 6360
2018
Q4 		$11K Buy
+410
New +$11.2K ﹤0.01% 5915

Other funds holding PPTY

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
TAP Consulting
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Vident Advisory
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 40.89% 1-Year Est. Return
Firestone Capital Management
Firestone Capital Management Coral Gables, Florida $537M AUM 19% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
WorthPointe
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Wells Fargo's PPTY Position: Q4 2023 in Review

Wells Fargo sold out of US Diversified Real Estate ETF (PPTY) in Q4 2023, closing a stake of 535 shares — an estimated $14.4K sold.

Wells Fargo first reported a position in PPTY in Q4 2018 and held it in 4 quarters. The position peaked at $14.4K in Q3 2023. 20 funds tracked by Wall St. Rank hold PPTY as of Q4 2023.

  • Wells Fargo reported no remaining US Diversified Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Wells Fargo sold 535 US Diversified Real Estate ETF shares in Q4 2023, an estimated $14.4K.
  • Wells Fargo first reported a position in US Diversified Real Estate ETF in Q4 2018 and held it in 4 quarters.
  • Wells Fargo's US Diversified Real Estate ETF position peaked at $14.4K in Q3 2023.
  • 20 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q4 2023.

Based on Wells Fargo's 13F filing for Q4 2023, filed 9 Feb 2024.