US Diversified Real Estate ETF
PPTY
20 hedge funds and large institutions have $102M invested in US Diversified Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.
1.08% more ownership
Funds ownership: 88.01% → 89.09% (+1.1%)
4% less capital invested
Capital invested by funds: $106M → $102M (-$3.71M)
5% less funds holding
Funds holding: 21 → 20 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.66M |
| 2 |
W
WorthPointe
La Jolla,
California
|
+$270K |
| 3 |
AP
Appleton Partners
Boston,
Massachusetts
|
+$195K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$193K |
| 5 |
VA
Vident Advisory
Alpharetta,
Georgia
|
+$89.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$463K |
| 2 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$281K |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$232K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$134K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$77.4K |
PPTY Hedge Fund Activity: Q4 2023 in Review
20 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q4 2023, worth a combined $102M — down 3.5% from $106M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PPTY and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 6 added.
The largest buyer was Morgan Stanley, adding an estimated $1.66M. The largest seller was Susquehanna International Group, cutting an estimated $463K.
- 20 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q4 2023, down from 21 in Q3 2023.
- Funds reported $102M of US Diversified Real Estate ETF stock for Q4 2023, down 3.5% quarter-over-quarter.
- 4 funds opened new US Diversified Real Estate ETF positions in Q4 2023 and 5 closed out, a net change of -1 holder.
- The largest US Diversified Real Estate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.66M added.
- The largest US Diversified Real Estate ETF seller in Q4 2023 was Susquehanna International Group, an estimated $463K sold.
Based on aggregated 13F filings for Q4 2023.