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PPTY

US Diversified Real Estate ETF

25 hedge funds and large institutions have $65.3M invested in US Diversified Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

19% more funds holding

Funds holding: 2125 (+4)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

10.64% less ownership

Funds ownership: 95.22%84.58% (-11%)

47% less capital invested

Capital invested by funds: $122M → $65.3M (-$57.2M)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
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
$41.5M -$67M -1,997,421 -61%
TC
2
TAP Consulting
Missouri
$5.83M +$223K +6,660 +4%
Goldman Sachs
3
Goldman Sachs
New York
$3.21M +$2.39M +71,260 +250%
VA
4
Vident Advisory
Georgia
$2.85M -$61.9K -1,847 -2%
EAM
5
Empirical Asset Management
Massachusetts
$2.22M +$402 +12 +0%
Morgan Stanley
6
Morgan Stanley
New York
$2.08M -$110K -3,286 -5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.69M +$90.7K +2,705 +5%
GS
8
GTS Securities
New York
$1.54M +$1.61M +47,960 New
Jane Street
9
Jane Street
New York
$807K +$841K +25,103 New
MOS
10
MGO One Seven
Ohio
$524K +$118K +3,517 +28%
AWA
11
Arkadios Wealth Advisors
Georgia
$494K +$44.4K +1,325 +9%
OFS
12
OneAscent Financial Services
Alabama
$454K +$474K +14,129 New
WCFA
13
Walkner Condon Financial Advisors
Wisconsin
$361K
FCM
14
Firestone Capital Management
Florida
$354K +$4.46K +133 +1%
FFN
15
Focus Financial Network
Minnesota
$319K +$4.06K +121 +1%
HighTower Advisors
16
HighTower Advisors
Illinois
$262K -$9.29K -277 -3%
AP
17
Advisors Preferred
Maryland
$233K +$245K +7,310 New
AP
18
Appleton Partners
Massachusetts
$217K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$132K -$59.3K -1,768 -30%
AF
20
Allworth Financial
California
$50.7K -$4.16K -124 -7%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$37.7K +$39.4K +1,174 New
JP Morgan Chase
22
JP Morgan Chase
New York
$26.5K +$27.7K +825 New
KPP
23
Kings Path Partners
Texas
$17.2K -$21.8K -651 -55%
HNB
24
Huntington National Bank
Ohio
$16K
MCM
25
MAI Capital Management
Ohio
$13.5K +$14.1K +421 New

PPTY Hedge Fund Activity: Q4 2024 in Review

25 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q4 2024, worth a combined $65.3M — down 47% from $122M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PPTY positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.39M. The largest seller was Blue Trust Inc, cutting an estimated $67M.

  • 25 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q4 2024, up from 21 in Q3 2024.
  • Funds reported $65.3M of US Diversified Real Estate ETF stock for Q4 2024, down 47% quarter-over-quarter.
  • 7 funds opened new US Diversified Real Estate ETF positions in Q4 2024 and 3 closed out, a net change of +4 holders.
  • The largest US Diversified Real Estate ETF buyer in Q4 2024 was Goldman Sachs, an estimated $2.39M added.
  • The largest US Diversified Real Estate ETF seller in Q4 2024 was Blue Trust Inc, an estimated $67M sold.

Based on aggregated 13F filings for Q4 2024.