We are live on ! Find out more
PPTY

US Diversified Real Estate ETF
PPTY

18 hedge funds and large institutions have $99M invested in US Diversified Real Estate ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $98.8M → $99M (+$119K)

0% more funds holding

Funds holding: 18 → 18 (0)

2.52% less ownership

Funds ownership: 85.92% → 83.39% (-2.5%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
7
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTI
Blue Trust Inc
Georgia
+$416K
2
Citadel Advisors
Citadel Advisors
Florida
+$118K
3
UBS Group
UBS Group
Switzerland
+$53.7K
4
VIA
Vident Investment Advisory
Georgia
+$22.1K
5
FCM
Firestone Capital Management
Florida
+$4.75K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$511K
2
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$205K
3
SB
Strategic Blueprint
Georgia
-$162K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$80.4K
5
Morgan Stanley
Morgan Stanley
New York
-$76.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
1
Blue Trust Inc
Georgia
$87.7M +$416K +14,979 +0.5%
TC
2
TAP Consulting
Missouri
$4.77M -$68.2K -2,457 -1%
Morgan Stanley
3
Morgan Stanley
New York
$1.93M -$76.5K -2,757 -4%
VIA
4
Vident Investment Advisory
Georgia
$1.45M +$22.1K +795 +2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$799K -$511K -18,409 -40%
Citadel Advisors
6
Citadel Advisors
Florida
$518K +$118K +4,234 +31%
FCM
7
Firestone Capital Management
Florida
$341K +$4.75K +171 +2%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$325K -$205K -7,400 -40%
SB
9
Strategic Blueprint
Georgia
$289K -$162K -5,834 -37%
FFN
10
Focus Financial Network
Minnesota
$274K +$2.5K +90 +1%
AP
11
Appleton Partners
Massachusetts
$205K -$68.7K -2,475 -26%
UBS Group
12
UBS Group
Switzerland
$110K +$53.7K +1,935 +103%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$102K -$80.4K -2,898 -45%
AF
14
Allworth Financial
California
$82.4K -$4.36K -157 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$40.2K – – –
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$23K +$2.03K +73 +10%
WP
17
WealthPLAN Partners
Nebraska
$1.56K – – –
SPIA
18
Steward Partners Investment Advisory
New York
$780 – – –

PPTY Hedge Fund Activity: Q2 2023 in Review

18 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q2 2023, worth a combined $99M — up 0.12% from $98.8M a quarter earlier.

Fund positioning in PPTY was balanced in Q2 2023: 0 funds opened new positions, 0 closed out, 7 added to existing stakes and 8 trimmed.

The largest buyer was Blue Trust Inc, adding an estimated $416K. The largest seller was Susquehanna International Group, cutting an estimated $511K.

  • 18 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $99M of US Diversified Real Estate ETF stock for Q2 2023, up 0.12% quarter-over-quarter.
  • 0 funds opened new US Diversified Real Estate ETF positions in Q2 2023 and 0 closed out.
  • The largest US Diversified Real Estate ETF buyer in Q2 2023 was Blue Trust Inc, an estimated $416K added.
  • The largest US Diversified Real Estate ETF seller in Q2 2023 was Susquehanna International Group, an estimated $511K sold.

Based on aggregated 13F filings for Q2 2023.