We are live on ! Find out more
PPTY

US Diversified Real Estate ETF

14 hedge funds and large institutions have $124M invested in US Diversified Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.48% more ownership

Funds ownership: 77.67%81.15% (+3.5%)

2% less capital invested

Capital invested by funds: $127M → $124M (-$2.98M)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

30% less funds holding

Funds holding: 2014 (-6)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
14
Holders Change
-6
Holders Change %
-30%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
1
Blue Trust Inc
Georgia
$111M +$100M +2,934,001 New
TC
2
TAP Consulting
Missouri
$5.14M -$68.6K -2,005 -1%
Morgan Stanley
3
Morgan Stanley
New York
$3.01M +$3.32M +96,896 +19,457%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.61M +$1.33M +38,951 +298%
AP
5
Appleton Partners
Massachusetts
$581K -$18.5K -542 -3%
WCFA
6
Walkner Condon Financial Advisors
Wisconsin
$580K +$32.5K +950 +5%
Citadel Advisors
7
Citadel Advisors
Florida
$390K -$1.23M -35,934 -74%
FCM
8
Firestone Capital Management
Florida
$274K +$1.37K +40 +0.5%
FFN
9
Focus Financial Network
Minnesota
$244K -$6.84K -200 -2%
VIA
10
Vident Investment Advisory
Georgia
$206K -$34.9K -1,021 -13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$61K -$115K -3,352 -63%
Osaic Holdings
12
Osaic Holdings
Arizona
$39K
UBS Group
13
UBS Group
Switzerland
$13K +$3.22K +94 +29%
SPIA
14
Steward Partners Investment Advisory
New York
$1K
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
-$111M -2,800,204 Closed
CAN
16
Cetera Advisor Networks
California
-$321K -8,460 Closed
CGH
17
Crossmark Global Holdings
Texas
-$226K -5,958 Closed
Members Trust
18
Members Trust
Florida
-$207K -5,454 Closed
FFWM
19
Future Financial Wealth Management
Ohio
-$67K -1,762 Closed
Fidelity Investments
20
Fidelity Investments
Massachusetts
-$2K -42 Closed

PPTY Hedge Fund Activity: Q2 2022 in Review

14 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q2 2022, worth a combined $124M — down 2.4% from $127M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PPTY and 1 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was Morgan Stanley, adding an estimated $3.32M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $111M sold.

  • 14 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q2 2022, down from 20 in Q1 2022.
  • Funds reported $124M of US Diversified Real Estate ETF stock for Q2 2022, down 2.4% quarter-over-quarter.
  • 1 fund opened new US Diversified Real Estate ETF positions in Q2 2022 and 6 closed out, a net change of -5 holders.
  • The largest US Diversified Real Estate ETF buyer in Q2 2022 was Morgan Stanley, an estimated $3.32M added.
  • The largest US Diversified Real Estate ETF seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2022.