US Diversified Real Estate ETF
PPTY
15 hedge funds and large institutions have $122M invested in US Diversified Real Estate ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
7% more funds holding
Funds holding: 14 → 15 (+1)
1% more capital invested
Capital invested by funds: $121M → $122M (+$1.36M)
1.57% less ownership
Funds ownership: 85.12% → 83.56% (-1.6%)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$670K |
| 2 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$462K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$272K |
| 4 |
Members Trust
Tampa,
Florida
|
+$205K |
| 5 |
FCM
Firestone Capital Management
Coral Gables,
Florida
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.68M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$191K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$131K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$23K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$21K |
PPTY Hedge Fund Activity: Q4 2021 in Review
15 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q4 2021, worth a combined $122M — up 1.1% from $121M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PPTY positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Walkner Condon Financial Advisors, opening a new position worth an estimated $670K. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $2.68M.
- 15 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q4 2021, up from 14 in Q3 2021.
- Funds reported $122M of US Diversified Real Estate ETF stock for Q4 2021, up 1.1% quarter-over-quarter.
- 5 funds opened new US Diversified Real Estate ETF positions in Q4 2021 and 4 closed out, a net change of +1 holder.
- The largest US Diversified Real Estate ETF buyer in Q4 2021 was Walkner Condon Financial Advisors, an estimated $670K added.
- The largest US Diversified Real Estate ETF seller in Q4 2021 was Thrivent Financial for Lutherans, an estimated $2.68M sold.
Based on aggregated 13F filings for Q4 2021.