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PPTY

US Diversified Real Estate ETF

24 hedge funds and large institutions have $15.1M invested in US Diversified Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

9% more funds holding

Funds holding: 2224 (+2)

2.85% less ownership

Funds ownership: 69.79%66.94% (-2.8%)

24% less capital invested

Capital invested by funds: $20M → $15.1M (-$4.85M)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
1
Blue Trust Inc
Georgia
$4.62M -$1.55M -50,221 -25%
SF
2
Summit Financial
New Jersey
$2.07M -$2.37M -76,742 -53%
Goldman Sachs
3
Goldman Sachs
New York
$1.89M +$223K +7,213 +13%
VA
4
Vident Advisory
Georgia
$1M -$426K -13,797 -29%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$824K -$154K -4,970 -15%
MOS
6
MGO One Seven
Ohio
$750K +$44.9K +1,454 +6%
OFS
7
OneAscent Financial Services
Alabama
$647K -$255K -8,255 -28%
AWA
8
Arkadios Wealth Advisors
Georgia
$571K +$43.5K +1,406 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$561K +$200K +6,464 +53%
EAM
10
Empirical Asset Management
Massachusetts
$402K -$8.93K -289 -2%
GS
11
GTS Securities
New York
$349K -$888K -28,742 -71%
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$303K -$39.9K -1,290 -11%
W
13
WorthPointe
California
$272K +$22.2K +718 +9%
FFN
14
Focus Financial Network
Minnesota
$271K -$27.4K -886 -9%
Two Sigma Investments
15
Two Sigma Investments
New York
$226K +$232K +7,500 New
GAA
16
Global Assets Advisory
Florida
$97.2K +$107K +3,471 New
Morgan Stanley
17
Morgan Stanley
New York
$93.6K -$156K -5,048 -62%
UBS Group
18
UBS Group
Switzerland
$83.5K +$85.7K +2,773 New
AF
19
Allworth Financial
California
$45.7K
MCM
20
MAI Capital Management
Ohio
$12.7K
Fidelity Investments
21
Fidelity Investments
Massachusetts
$7.96K
CAM
22
Clarity Asset Management
Iowa
$2.73K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$2.68K
FFA
24
Farther Finance Advisors
California
$2.27K +$2.32K +75 New
KAS
25
Kestra Advisory Services
Texas
-$52.7K -1,750 Closed

PPTY Hedge Fund Activity: Q1 2026 in Review

24 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in US Diversified Real Estate ETF (PPTY) for Q1 2026, worth a combined $15.1M — down 24% from $20M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PPTY positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 10 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $232K. The largest seller was Summit Financial, cutting an estimated $2.37M.

  • 24 institutional investors held US Diversified Real Estate ETF (PPTY) as of Q1 2026, up from 22 in Q4 2025.
  • Funds reported $15.1M of US Diversified Real Estate ETF stock for Q1 2026, down 24% quarter-over-quarter.
  • 4 funds opened new US Diversified Real Estate ETF positions in Q1 2026 and 2 closed out, a net change of +2 holders.
  • The largest US Diversified Real Estate ETF buyer in Q1 2026 was Two Sigma Investments, an estimated $232K added.
  • The largest US Diversified Real Estate ETF seller in Q1 2026 was Summit Financial, an estimated $2.37M sold.

Based on aggregated 13F filings for Q1 2026.