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PPTY

US Diversified Real Estate ETF

22 hedge funds and large institutions have $25.1M invested in US Diversified Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

4% less funds holding

Funds holding: 2322 (-1)

7.65% less ownership

Funds ownership: 71.24%63.58% (-7.7%)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

36% less capital invested

Capital invested by funds: $39.4M → $25.1M (-$14.2M)

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
1
Blue Trust Inc
Georgia
$13.7M -$10.6M -352,230 -44%
VA
2
Vident Advisory
Georgia
$2.46M -$245K -8,145 -9%
EAM
3
Empirical Asset Management
Massachusetts
$2.34M +$76.7K +2,552 +3%
Goldman Sachs
4
Goldman Sachs
New York
$1.88M +$209K +6,956 +13%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$898K -$242K -8,056 -21%
GS
6
GTS Securities
New York
$708K +$119K +3,958 +20%
AWA
7
Arkadios Wealth Advisors
Georgia
$539K +$41.1K +1,367 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$530K +$435K +14,464 +488%
MOS
9
MGO One Seven
Ohio
$480K -$4.69K -156 -1%
OFS
10
OneAscent Financial Services
Alabama
$441K +$4.93K +164 +1%
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$345K
FFN
12
Focus Financial Network
Minnesota
$303K +$2.29K +76 +0.8%
FCM
13
Firestone Capital Management
Florida
$279K -$54.6K -1,815 -17%
Raymond James Financial
14
Raymond James Financial
Florida
$65.9K +$65.2K +2,168 New
AF
15
Allworth Financial
California
$45.2K
UBS Group
16
UBS Group
Switzerland
$38.6K +$28.9K +960 +310%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$30.9K -$4.75K -158 -13%
JP Morgan Chase
18
JP Morgan Chase
New York
$25.1K
MCM
19
MAI Capital Management
Ohio
$12.8K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3K
CAM
21
Clarity Asset Management
Iowa
$2.71K +$2.68K +89 New
PA
22
Parallel Advisors
California
$912 +$902 +30 New
Morgan Stanley
23
Morgan Stanley
New York
-$2.27M -72,019 Closed
HighTower Advisors
24
HighTower Advisors
Illinois
-$260K -8,226 Closed
AP
25
Advisors Preferred
Maryland
-$46.8K -1,484 Closed

PPTY Hedge Fund Activity: Q2 2025 in Review

22 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q2 2025, worth a combined $25.1M — down 36% from $39.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PPTY and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 8 added.

The largest buyer was Royal Bank of Canada, adding an estimated $435K. The largest seller was Blue Trust Inc, cutting an estimated $10.6M.

  • 22 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q2 2025, down from 23 in Q1 2025.
  • Funds reported $25.1M of US Diversified Real Estate ETF stock for Q2 2025, down 36% quarter-over-quarter.
  • 3 funds opened new US Diversified Real Estate ETF positions in Q2 2025 and 4 closed out, a net change of -1 holder.
  • The largest US Diversified Real Estate ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $435K added.
  • The largest US Diversified Real Estate ETF seller in Q2 2025 was Blue Trust Inc, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2025.