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PPTY

US Diversified Real Estate ETF

22 hedge funds and large institutions have $117M invested in US Diversified Real Estate ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

16% more funds holding

Funds holding: 1922 (+3)

4.55% more ownership

Funds ownership: 88.78%93.33% (+4.6%)

3% more capital invested

Capital invested by funds: $114M → $117M (+$3.05M)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
1
Blue Trust Inc
Georgia
$99.7M -$572K -19,490 -0.6%
TC
2
TAP Consulting
Missouri
$5.28M +$141K +4,797 +3%
VA
3
Vident Advisory
Georgia
$2.71M +$170K +5,798 +7%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.63M +$2.58M +87,824 New
Morgan Stanley
5
Morgan Stanley
New York
$1.97M +$25.1K +855 +1%
EAM
6
Empirical Asset Management
Massachusetts
$705K +$682K +23,239 New
FCI
7
Financial Counselors Inc
Kansas
$549K -$9.98K -340 -2%
BP
8
Ballentine Partners
Massachusetts
$522K +$506K +17,214 New
HighTower Advisors
9
HighTower Advisors
Illinois
$499K +$262K +8,934 +118%
GS
10
GTS Securities
New York
$422K +$409K +13,924 New
OFS
11
OneAscent Financial Services
Alabama
$367K +$46.1K +1,571 +15%
FCM
12
Firestone Capital Management
Florida
$365K +$6.46K +220 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$348K -$933K -31,758 -73%
WCFA
14
Walkner Condon Financial Advisors
Wisconsin
$341K
MOS
15
MGO One Seven
Ohio
$316K +$306K +10,412 New
FFN
16
Focus Financial Network
Minnesota
$314K +$4.79K +163 +2%
AP
17
Appleton Partners
Massachusetts
$205K -$10.3K -350 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$124K -$145K -4,934 -55%
AF
19
Allworth Financial
California
$65.5K -$3.35K -114 -5%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3K
UBS Group
21
UBS Group
Switzerland
$91 -$1.18K -40 -93%
TWP
22
Triad Wealth Partners
Kansas
$40 +$29 +1 New
Citadel Advisors
23
Citadel Advisors
Florida
-$517K -17,058 Closed
Osaic Holdings
24
Osaic Holdings
Arizona
-$21K -693 Closed
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
-$910 -30 Closed

PPTY Hedge Fund Activity: Q2 2024 in Review

22 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q2 2024, worth a combined $117M — up 2.7% from $114M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PPTY positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $2.58M. The largest seller was Susquehanna International Group, cutting an estimated $933K.

  • 22 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q2 2024, up from 19 in Q1 2024.
  • Funds reported $117M of US Diversified Real Estate ETF stock for Q2 2024, up 2.7% quarter-over-quarter.
  • 6 funds opened new US Diversified Real Estate ETF positions in Q2 2024 and 3 closed out, a net change of +3 holders.
  • The largest US Diversified Real Estate ETF buyer in Q2 2024 was Mercer Global Advisors, an estimated $2.58M added.
  • The largest US Diversified Real Estate ETF seller in Q2 2024 was Susquehanna International Group, an estimated $933K sold.

Based on aggregated 13F filings for Q2 2024.