US Diversified Real Estate ETFPPTY
PPTY
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
3% more capital invested
Capital invested by funds: $119M [Q2] → $122M (+$3.07M) [Q3]
0.32% more ownership
Funds ownership: 94.9% [Q2] → 95.22% (+0.32%) [Q3]
5% less funds holding
Funds holding: 22 [Q2] → 21 (-1) [Q3]
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Research analyst outlook
We haven’t received any recent analyst ratings for PPTY.
Financial journalist opinion
Positive
Seeking Alpha
2 days ago
What We're Watching This REIT Earnings Season
Real estate earnings season kicks into gear this week, and over the next month, we'll hear results from 175 equity REITs, 40 mortgage REITs, and dozens of housing industry companies. Following a year-end tumble that lingered into early 2025, REITs enter earnings season with a bit of upside momentum as Treasury Yields eased from the cusp of two-decade highs. Largely immune from trade/tariff and AI-related risk, REITs are coming back into favor after three years of historic underperformance, which has driven valuations to unusually "cheap" levels.

Neutral
Seeking Alpha
2 weeks ago
The End Of An Era
U.S. equity and bond markets posted their best week since the November election, as benchmark interest rates tumbled after inflation data showed surprisingly muted pressures in December. Closing the books on the Biden era, the Trump Administration assumes the reins next week of a U.S. economy that has seemingly "held it together" through a myriad of headwinds. The worst four years of inflation and the first decline in "real" consumer incomes since the late 1970s paradoxically coincided with a robust period of job growth and historically low unemployment.

Negative
Seeking Alpha
1 month ago
REITs Say 'Good Riddance' To 2024
U.S. equity markets sputtered in a choppy final week of 2024 as investors returned from the holidays with trepidation following the best two-year run for the S&P 500 since 1997-1998. The S&P 500 finished lower by 0.5% on the week, requiring a late-week rebound to pare steep declines following a historically ugly stretch of losses in the Christmas-to-New-Year period. Treasury yields posted a weekly decline for the first time in a month, pressured by a relatively weak slate of economic data, including soft PMI employment metrics and mortgage demand.

Negative
Seeking Alpha
1 month ago
REITs Remain On Naughty List
U.S. equity markets rebounded after their worst week since November, while interest rates swelled to fresh seven-month highs as investors parsed data showing relatively strong retail and travel demand trends. Recovering from a slide of over 2% last week, the S&P 500 advanced 0.7%, lifting its year-to-date gains to over 26%. The Nasdaq 100 extended its 2024 gains to 28%. Real estate equities underperformed again following punishing declines last week on the heels of the Fed's hawkish pivot, and remain significant laggards for a second-straight year with muted 4% gains.

Positive
Seeking Alpha
1 month ago
The State Of REITs: December 2024 Edition
The REIT sector bounced back from a rough October with a strong +3.19% average total return in November. Small cap (+4.19%), mid cap (+3.70%), and large cap (+3.39%) REITs averaged gains in November, while micro caps (-0.81%) finished the month in the red. 74.19% of REIT securities had a positive total return in November.

Negative
Seeking Alpha
1 month ago
Very Bad News For REITs
Trump's election victory is bad news for many REITs. His policies are perceived to be inflationary. As a result, interest rates may remain higher for longer.

Negative
Seeking Alpha
1 month ago
Earnings Metrics Of Several U.S. Office REITs Drop In Q3
Most US office REITs ended Q3 with weaker operating metrics compared with the previous 3-month period, as demand for offices continued to drop amid higher rent. In terms of recurring EBITDA, 13 office REITs reported quarter-over-quarter declines during the third quarter, while eight recorded gains. US office REIT stocks outperformed the Dow Jones Equity All REIT Index during the third quarter as well as the S&P 500.

Positive
Seeking Alpha
2 months ago
Goldilocks Data Upholds Fed Cut
U.S. equity markets climbed to fresh record-highs this week, while benchmark interest rates ticked lower, after a critical slate of employment data showed lukewarm labor market trends in November. Viewed as a "Goldilocks" report that effectively locked in a December rate cut, payrolls data showed solid "headline" job growth of 227k in November, but notably weaker trends under the surface. Posting gains for a third straight week to extend its post-election rally to around 7%, the S&P 500 advanced another 0.9% this week - pacing for its best year since 2019.

Neutral
Seeking Alpha
2 months ago
At-The-Market Issuance By U.S. REITs Hits All-Time Quarterly High In Q3 2024
Total proceeds raised by US equity real estate investment trusts through at-the-market offering programs rocketed to an all-time high in the third quarter. US REITs raised an aggregate of $7.21 billion in proceeds through their at-the-market programs during the quarter. By property sector, healthcare REITs raised the most capital through their ATM programs during the quarter, at $2.65 billion.

Neutral
Seeking Alpha
2 months ago
NAV Monitor: U.S. Equity REITs End November At 6.5% Median Discount
Publicly listed US equity real estate investment trusts closed Nov. 29 at a median 6.5% discount to their consensus net asset value per share estimates. The hotel sector continued to trade at the largest median discount to net asset value at 21.6%. Datacenter REITs (only two in the analysis) traded at the largest median premium to NAV, at 27.6%.

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