US Diversified Real Estate ETF
PPTY
22 hedge funds and large institutions have $123M invested in US Diversified Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
125% more capital inflows, than outflows
Capital inflows: $4.9M | Capital outflows: $2.17M
1.9% more ownership
Funds ownership: 93.33% → 95.23% (+1.9%)
0% more funds holding
Funds holding: 22 → 22 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Empirical Asset Management
Wellesley,
Massachusetts
|
+$1.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.25M |
| 3 |
Goldman Sachs
New York
|
+$929K |
| 4 |
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$459K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$549K |
| 2 |
Ballentine Partners
Waltham,
Massachusetts
|
-$522K |
| 3 |
GTS Securities
Miami,
Florida
|
-$422K |
| 4 |
OneAscent Financial Services
Birmingham,
Alabama
|
-$367K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$264K |
PPTY Hedge Fund Activity: Q3 2024 in Review
22 of the 6,986 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q3 2024, worth a combined $123M — up 4.3% from $117M a quarter earlier.
Fund positioning in PPTY was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 3 trimmed.
The largest buyer was Empirical Asset Management, adding an estimated $1.5M. The largest seller was Financial Counselors Inc, exiting entirely with an estimated $549K sold.
- 22 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $123M of US Diversified Real Estate ETF stock for Q3 2024, up 4.3% quarter-over-quarter.
- 5 funds opened new US Diversified Real Estate ETF positions in Q3 2024 and 5 closed out, a net change of 0 holders.
- The largest US Diversified Real Estate ETF buyer in Q3 2024 was Empirical Asset Management, an estimated $1.5M added.
- The largest US Diversified Real Estate ETF seller in Q3 2024 was Financial Counselors Inc, an estimated $549K sold.
Based on aggregated 13F filings for Q3 2024.