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PPTY

US Diversified Real Estate ETF

23 hedge funds and large institutions have $24.6M invested in US Diversified Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5.45% more ownership

Funds ownership: 63.58%69.04% (+5.5%)

5% more funds holding

Funds holding: 2223 (+1)

2% less capital invested

Capital invested by funds: $25.1M → $24.6M (-$533K)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
1
Blue Trust Inc
Georgia
$8.94M -$4.95M -162,139 -36%
SF
2
Summit Financial
New Jersey
$4.39M +$4.33M +141,814 New
Goldman Sachs
3
Goldman Sachs
New York
$2.94M +$1M +32,811 +53%
VA
4
Vident Advisory
Georgia
$1.85M -$647K -21,198 -26%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.28M +$360K +11,778 +40%
EAM
6
Empirical Asset Management
Massachusetts
$988K -$1.37M -45,023 -59%
GS
7
GTS Securities
New York
$938K +$213K +6,975 +30%
OFS
8
OneAscent Financial Services
Alabama
$809K +$354K +11,609 +80%
AWA
9
Arkadios Wealth Advisors
Georgia
$546K -$3.57K -117 -0.7%
MOS
10
MGO One Seven
Ohio
$520K +$29.8K +976 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$382K -$155K -5,091 -29%
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$351K
FFN
13
Focus Financial Network
Minnesota
$305K -$4.24K -139 -1%
Citadel Advisors
14
Citadel Advisors
Florida
$211K +$208K +6,820 New
AF
15
Allworth Financial
California
$46.6K +$427 +14 +0.9%
UBS Group
16
UBS Group
Switzerland
$34.4K -$4.92K -161 -13%
JP Morgan Chase
17
JP Morgan Chase
New York
$25.6K
Fidelity Investments
18
Fidelity Investments
Massachusetts
$24.4K -$6.96K -228 -22%
MCM
19
MAI Capital Management
Ohio
$13K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3K
CAM
21
Clarity Asset Management
Iowa
$2.79K +$31 +1 +1%
PA
22
Parallel Advisors
California
$930
Morgan Stanley
23
Morgan Stanley
New York
$55 +$31 +1 New
FCM
24
Firestone Capital Management
Florida
-$279K -9,183 Closed
Raymond James Financial
25
Raymond James Financial
Florida
-$65.9K -2,168 Closed

PPTY Hedge Fund Activity: Q3 2025 in Review

23 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q3 2025, worth a combined $24.6M — down 2.1% from $25.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PPTY positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $4.33M. The largest seller was Blue Trust Inc, cutting an estimated $4.95M.

  • 23 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q3 2025, up from 22 in Q2 2025.
  • Funds reported $24.6M of US Diversified Real Estate ETF stock for Q3 2025, down 2.1% quarter-over-quarter.
  • 3 funds opened new US Diversified Real Estate ETF positions in Q3 2025 and 2 closed out, a net change of +1 holder.
  • The largest US Diversified Real Estate ETF buyer in Q3 2025 was Summit Financial, an estimated $4.33M added.
  • The largest US Diversified Real Estate ETF seller in Q3 2025 was Blue Trust Inc, an estimated $4.95M sold.

Based on aggregated 13F filings for Q3 2025.