US Diversified Real Estate ETF
PPTY
21 hedge funds and large institutions have $106M invested in US Diversified Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
17% more funds holding
Funds holding: 18 → 21 (+3)
7% more capital invested
Capital invested by funds: $99M → $106M (+$6.97M)
4.61% more ownership
Funds ownership: 83.39% → 88.01% (+4.6%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$4.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$442K |
| 3 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$225K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$107K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$79.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Appleton Partners
Boston,
Massachusetts
|
-$205K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$97.3K |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$40.2K |
| 4 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$23.4K |
| 5 |
Morgan Stanley
New York
|
-$20.8K |
PPTY Hedge Fund Activity: Q3 2023 in Review
21 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q3 2023, worth a combined $106M — up 7% from $99M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PPTY positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Blue Trust Inc, adding an estimated $4.5M. The largest seller was Appleton Partners, exiting entirely with an estimated $205K sold.
- 21 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q3 2023, up from 18 in Q2 2023.
- Funds reported $106M of US Diversified Real Estate ETF stock for Q3 2023, up 7% quarter-over-quarter.
- 6 funds opened new US Diversified Real Estate ETF positions in Q3 2023 and 3 closed out, a net change of +3 holders.
- The largest US Diversified Real Estate ETF buyer in Q3 2023 was Blue Trust Inc, an estimated $4.5M added.
- The largest US Diversified Real Estate ETF seller in Q3 2023 was Appleton Partners, an estimated $205K sold.
Based on aggregated 13F filings for Q3 2023.