We are live on ! Find out more
PPTY

US Diversified Real Estate ETF

20 hedge funds and large institutions have $127M invested in US Diversified Real Estate ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

33% more funds holding

Funds holding: 1520 (+5)

4% more capital invested

Capital invested by funds: $122M → $127M (+$4.37M)

5.89% less ownership

Funds ownership: 83.56%77.67% (-5.9%)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
3
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$111M -$6.93M -187,508 -6%
TC
2
TAP Consulting
Missouri
$6.39M -$3.37M -91,131 -35%
PPA
3
Parametric Portfolio Associates
Washington
$3.88M -$157K -4,254 -4%
Citadel Advisors
4
Citadel Advisors
Florida
$1.84M +$1.79M +48,566 New
AP
5
Appleton Partners
Massachusetts
$734K -$9.97K -270 -1%
WCFA
6
Walkner Condon Financial Advisors
Wisconsin
$676K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$497K -$837K -22,654 -63%
FCM
8
Firestone Capital Management
Florida
$335K +$16K +434 +5%
CAN
9
Cetera Advisor Networks
California
$321K +$13.4K +362 +4%
FFN
10
Focus Financial Network
Minnesota
$308K +$299K +8,105 New
VIA
11
Vident Investment Advisory
Georgia
$292K +$284K +7,700 New
CGH
12
Crossmark Global Holdings
Texas
$226K +$220K +5,958 New
Members Trust
13
Members Trust
Florida
$207K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$203K +$51.8K +1,402 +36%
FFWM
15
Future Financial Wealth Management
Ohio
$67K
Osaic Holdings
16
Osaic Holdings
Arizona
$47K
Morgan Stanley
17
Morgan Stanley
New York
$19K
UBS Group
18
UBS Group
Switzerland
$12K +$11.9K +322 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$2K +$1.55K +42 New
SPIA
20
Steward Partners Investment Advisory
New York
$1K
EWA
21
EverSource Wealth Advisors
Alabama
-$454K -11,512 Closed

PPTY Hedge Fund Activity: Q1 2022 in Review

20 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q1 2022, worth a combined $127M — up 3.6% from $122M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PPTY positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.79M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $6.93M.

  • 20 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q1 2022, up from 15 in Q4 2021.
  • Funds reported $127M of US Diversified Real Estate ETF stock for Q1 2022, up 3.6% quarter-over-quarter.
  • 6 funds opened new US Diversified Real Estate ETF positions in Q1 2022 and 1 closed out, a net change of +5 holders.
  • The largest US Diversified Real Estate ETF buyer in Q1 2022 was Citadel Advisors, an estimated $1.79M added.
  • The largest US Diversified Real Estate ETF seller in Q1 2022 was Thrivent Financial for Lutherans, an estimated $6.93M sold.

Based on aggregated 13F filings for Q1 2022.