US Diversified Real Estate ETF
PPTY
18 hedge funds and large institutions have $98.8M invested in US Diversified Real Estate ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
424% more capital inflows, than outflows
Capital inflows: $3.36M | Capital outflows: $642K
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
6% more funds holding
Funds holding: 17 → 18 (+1)
1.23% more ownership
Funds ownership: 84.68% → 85.92% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blue Trust Inc
Alpharetta,
Georgia
|
+$2.56M |
| 2 |
TAP Consulting
Kirkwood,
Missouri
|
+$437K |
| 3 |
Vident Investment Advisory
Alpharetta,
Georgia
|
+$191K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$107K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$21.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
-$246K |
| 2 |
Morgan Stanley
New York
|
-$235K |
| 3 |
Strategic Blueprint
Atlanta,
Georgia
|
-$53.8K |
| 4 |
Appleton Partners
Boston,
Massachusetts
|
-$52.8K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$43.4K |
PPTY Hedge Fund Activity: Q1 2023 in Review
18 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q1 2023, worth a combined $98.8M — up 4.6% from $94.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PPTY positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Blue Trust Inc, adding an estimated $2.56M. The largest seller was Cyndeo Wealth Partners, exiting entirely with an estimated $246K sold.
- 18 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q1 2023, up from 17 in Q4 2022.
- Funds reported $98.8M of US Diversified Real Estate ETF stock for Q1 2023, up 4.6% quarter-over-quarter.
- 2 funds opened new US Diversified Real Estate ETF positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest US Diversified Real Estate ETF buyer in Q1 2023 was Blue Trust Inc, an estimated $2.56M added.
- The largest US Diversified Real Estate ETF seller in Q1 2023 was Cyndeo Wealth Partners, an estimated $246K sold.
Based on aggregated 13F filings for Q1 2023.