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PPTY

US Diversified Real Estate ETF

22 hedge funds and large institutions have $20M invested in US Diversified Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% more ownership

Funds ownership: 69.04%69.79% (+0.75%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

4% less funds holding

Funds holding: 2322 (-1)

19% less capital invested

Capital invested by funds: $24.6M → $20M (-$4.64M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
1
Blue Trust Inc
Georgia
$6.13M -$2.57M -84,920 -29%
SF
2
Summit Financial
New Jersey
$4.38M +$113K +3,754 +3%
Goldman Sachs
3
Goldman Sachs
New York
$1.67M -$1.19M -39,295 -41%
VA
4
Vident Advisory
Georgia
$1.42M -$379K -12,553 -21%
GS
5
GTS Securities
New York
$1.21M +$305K +10,079 +33%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$973K -$271K -8,980 -22%
OFS
7
OneAscent Financial Services
Alabama
$896K +$111K +3,661 +14%
MOS
8
MGO One Seven
Ohio
$706K +$202K +6,690 +40%
AWA
9
Arkadios Wealth Advisors
Georgia
$528K -$1.72K -57 -0.3%
EAM
10
Empirical Asset Management
Massachusetts
$411K -$551K -18,228 -57%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$366K -$5.26K -174 -1%
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$341K
FFN
13
Focus Financial Network
Minnesota
$298K +$2.27K +75 +0.8%
W
14
WorthPointe
California
$251K +$252K +8,329 New
Morgan Stanley
15
Morgan Stanley
New York
$246K +$247K +8,157 +815,700%
KAS
16
Kestra Advisory Services
Texas
$52.7K +$52.9K +1,750 New
AF
17
Allworth Financial
California
$45.7K +$423 +14 +0.9%
MCM
18
MAI Capital Management
Ohio
$12.7K
Fidelity Investments
19
Fidelity Investments
Massachusetts
$7.96K -$15.8K -523 -66%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3K
CAM
21
Clarity Asset Management
Iowa
$2.73K +$30 +1 +1%
PA
22
Parallel Advisors
California
$903
Citadel Advisors
23
Citadel Advisors
Florida
-$211K -6,820 Closed
UBS Group
24
UBS Group
Switzerland
-$34.4K -1,109 Closed
JP Morgan Chase
25
JP Morgan Chase
New York
-$25.6K -825 Closed

PPTY Hedge Fund Activity: Q4 2025 in Review

22 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q4 2025, worth a combined $20M — down 19% from $24.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PPTY and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 8 added.

The largest buyer was GTS Securities, adding an estimated $305K. The largest seller was Blue Trust Inc, cutting an estimated $2.57M.

  • 22 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q4 2025, down from 23 in Q3 2025.
  • Funds reported $20M of US Diversified Real Estate ETF stock for Q4 2025, down 19% quarter-over-quarter.
  • 2 funds opened new US Diversified Real Estate ETF positions in Q4 2025 and 3 closed out, a net change of -1 holder.
  • The largest US Diversified Real Estate ETF buyer in Q4 2025 was GTS Securities, an estimated $305K added.
  • The largest US Diversified Real Estate ETF seller in Q4 2025 was Blue Trust Inc, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2025.