US Diversified Real Estate ETF
PPTY
19 hedge funds and large institutions have $114M invested in US Diversified Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
14% more capital invested
Capital invested by funds: $100M → $114M (+$14.1M)
1.19% more ownership
Funds ownership: 87.58% → 88.78% (+1.2%)
5% less funds holding
Funds holding: 20 → 19 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$1.45M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$507K |
| 3 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$318K |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$312K |
| 5 |
VA
Vident Advisory
Alpharetta,
Georgia
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
WorthPointe
La Jolla,
California
|
-$297K |
| 2 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$78.7K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$22.3K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$20.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$9.19K |
PPTY Hedge Fund Activity: Q1 2024 in Review
19 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q1 2024, worth a combined $114M — up 14% from $100M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of PPTY and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 10 added.
The largest buyer was Blue Trust Inc, adding an estimated $1.45M. The largest seller was WorthPointe, exiting entirely with an estimated $297K sold.
- 19 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q1 2024, down from 20 in Q4 2023.
- Funds reported $114M of US Diversified Real Estate ETF stock for Q1 2024, up 14% quarter-over-quarter.
- 1 fund opened new US Diversified Real Estate ETF positions in Q1 2024 and 2 closed out, a net change of -1 holder.
- The largest US Diversified Real Estate ETF buyer in Q1 2024 was Blue Trust Inc, an estimated $1.45M added.
- The largest US Diversified Real Estate ETF seller in Q1 2024 was WorthPointe, an estimated $297K sold.
Based on aggregated 13F filings for Q1 2024.