US Diversified Real Estate ETF
PPTY
12 hedge funds and large institutions have $91.6M invested in US Diversified Real Estate ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 5 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
7% more capital invested
Capital invested by funds: $85.7M → $91.6M (+$5.89M)
8% less funds holding
Funds holding: 13 → 12 (-1)
12.83% less ownership
Funds ownership: 101.99% → 89.16% (-13%)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$1.28M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.05M |
| 3 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$475K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$365K |
| 5 |
AP
Appleton Partners
Boston,
Massachusetts
|
+$348K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$3.81M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$15K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$13K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.25K |
| 5 |
S
SignatureFD
Atlanta,
Georgia
|
-$8K |
PPTY Hedge Fund Activity: Q3 2020 in Review
12 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q3 2020, worth a combined $91.6M — up 6.9% from $85.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PPTY and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 5 added.
The largest buyer was TAP Consulting, adding an estimated $1.28M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $3.81M.
- 12 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q3 2020, down from 13 in Q2 2020.
- Funds reported $91.6M of US Diversified Real Estate ETF stock for Q3 2020, up 6.9% quarter-over-quarter.
- 4 funds opened new US Diversified Real Estate ETF positions in Q3 2020 and 5 closed out, a net change of -1 holder.
- The largest US Diversified Real Estate ETF buyer in Q3 2020 was TAP Consulting, an estimated $1.28M added.
- The largest US Diversified Real Estate ETF seller in Q3 2020 was Thrivent Financial for Lutherans, an estimated $3.81M sold.
Based on aggregated 13F filings for Q3 2020.