We are live on ! Find out more
PPTY

US Diversified Real Estate ETF

23 hedge funds and large institutions have $39.4M invested in US Diversified Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 2523 (-2)

13.34% less ownership

Funds ownership: 84.58%71.24% (-13%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

40% less capital invested

Capital invested by funds: $65.3M → $39.4M (-$25.9M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
1
Blue Trust Inc
Georgia
$25.3M -$15.7M -489,132 -38%
VA
2
Vident Advisory
Georgia
$2.81M +$16.8K +526 +0.6%
EAM
3
Empirical Asset Management
Massachusetts
$2.35M +$170K +5,310 +8%
Morgan Stanley
4
Morgan Stanley
New York
$2.27M +$235K +7,350 +11%
Goldman Sachs
5
Goldman Sachs
New York
$1.74M -$1.43M -44,703 -45%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.19M -$479K -14,962 -28%
GS
7
GTS Securities
New York
$610K -$917K -28,634 -60%
AWA
8
Arkadios Wealth Advisors
Georgia
$516K +$31.3K +978 +6%
MOS
9
MGO One Seven
Ohio
$503K -$11.5K -358 -2%
OFS
10
OneAscent Financial Services
Alabama
$452K +$6.24K +195 +1%
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$358K +$3.2K +100 +0.9%
FCM
12
Firestone Capital Management
Florida
$347K
FFN
13
Focus Financial Network
Minnesota
$312K -$1.31K -41 -0.4%
HighTower Advisors
14
HighTower Advisors
Illinois
$260K +$2.21K +69 +0.8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$94K -$36.7K -1,145 -28%
AP
16
Advisors Preferred
Maryland
$46.8K -$186K -5,826 -80%
AF
17
Allworth Financial
California
$44.1K -$3.17K -99 -6%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$37.1K
JP Morgan Chase
19
JP Morgan Chase
New York
$26K
KPP
20
Kings Path Partners
Texas
$16.9K
MCM
21
MAI Capital Management
Ohio
$13.3K
UBS Group
22
UBS Group
Switzerland
$9.79K +$9.92K +310 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$3K
Jane Street
24
Jane Street
New York
-$807K -25,103 Closed
AP
25
Appleton Partners
Massachusetts
-$217K -6,755 Closed

PPTY Hedge Fund Activity: Q1 2025 in Review

23 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q1 2025, worth a combined $39.4M — down 40% from $65.3M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of PPTY and 1 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $235K. The largest seller was Blue Trust Inc, cutting an estimated $15.7M.

  • 23 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q1 2025, down from 25 in Q4 2024.
  • Funds reported $39.4M of US Diversified Real Estate ETF stock for Q1 2025, down 40% quarter-over-quarter.
  • 1 fund opened new US Diversified Real Estate ETF positions in Q1 2025 and 2 closed out, a net change of -1 holder.
  • The largest US Diversified Real Estate ETF buyer in Q1 2025 was Morgan Stanley, an estimated $235K added.
  • The largest US Diversified Real Estate ETF seller in Q1 2025 was Blue Trust Inc, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2025.