US Diversified Real Estate ETF
PPTY
13 hedge funds and large institutions have $110M invested in US Diversified Real Estate ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.
86% more funds holding
Funds holding: 7 → 13 (+6)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
2% less capital invested
Capital invested by funds: $112M → $110M (-$2.46M)
1.55% less ownership
Funds ownership: 90.41% → 88.86% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$2.93M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$673K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$287K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$108K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$19.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$5.43M |
| 2 |
Jane Street
New York
|
-$673K |
| 3 |
Goldman Sachs
New York
|
-$140K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $104M | -$5.43M | -166,903 | -5% |
|
|
NCM
2
Niemann Capital Management
Stateline,
Nevada
| $2.93M | +$2.93M | +90,041 | New |
|
|
3
Goldman Sachs
New York
| $764K | -$140K | -4,301 | -15% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $672K | +$673K | +20,665 | New |
|
|
SPC
5
Sigma Planning Corp
Ann Arbor,
Michigan
| $286K | +$287K | +8,810 | New |
|
|
AWM
6
Argent Wealth Management
Waltham,
Massachusetts
| $274K | +$274K | +8,430 | New |
|
|
7
Jane Street
New York
| $214K | -$673K | -20,654 | -76% |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $131K | +$108K | +3,332 | +476% |
|
|
ADL
9
Asset Dedication LLC
San Francisco,
California
| $22K | – | – | – |
|
|
FCM
10
Firestone Capital Management
Coral Gables,
Florida
| $22K | +$22.3K | +685 | New |
|
|
AG
11
Advisor Group
Phoenix,
Arizona
| $20K | +$11.8K | +362 | +144% |
|
|
ASN
12
Advisory Services Network
Atlanta,
Georgia
| $19K | +$19.2K | +590 | New |
|
|
S
13
SignatureFD
Atlanta,
Georgia
| $10K | +$163 | +5 | +2% |
|
PPTY Hedge Fund Activity: Q4 2019 in Review
13 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q4 2019, worth a combined $110M — down 2.2% from $112M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PPTY positions and 0 closed out — a net gain of 6 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Niemann Capital Management, opening a new position worth an estimated $2.93M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $5.43M.
- 13 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q4 2019, up from 7 in Q3 2019.
- Funds reported $110M of US Diversified Real Estate ETF stock for Q4 2019, down 2.2% quarter-over-quarter.
- 6 funds opened new US Diversified Real Estate ETF positions in Q4 2019 and 0 closed out, a net change of +6 holders.
- The largest US Diversified Real Estate ETF buyer in Q4 2019 was Niemann Capital Management, an estimated $2.93M added.
- The largest US Diversified Real Estate ETF seller in Q4 2019 was Thrivent Financial for Lutherans, an estimated $5.43M sold.
Based on aggregated 13F filings for Q4 2019.