Who Owns US Diversified Real Estate ETF (PPTY)?Hedge Fund & Institutional Holders

$30.60-0.18 (-0.58%)Financial ServicesNYSE_ARCA

Institutional Holders

25

as of Q4 2025

Total Institutional Value

$6.02700010000004e+64T

% of Float Held

—

QoQ Change in Holders

+9 / -3

Price History

$27.40$29.23$31.06$32.89$34.72Sep 24Jun 25Mar 26

PPTY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Blue Trust, Inc.New Position+204K+$6.1B
Walkner Condon Financial Advisors LLCNew Position+11K+$341.0M
WorthPointe, LLCNew Position+8K+$250.0M
Clarity Asset Management, Inc.New Position+91+$2.0M
MGO ONE SEVEN LLCNew Position+23K+$706K
CWM, LLCNew Position+89+$3K
OneAscent Financial Services LLCNew Position+30K+$0
Arkadios Wealth AdvisorsNew Position+18K+$0
Kestra Advisory Services, LLCNew Position+2K+$0
MORGAN STANLEYIncreased+8K+$0
Focus Financial Network, Inc.Increased+75+$-6K
Summit Financial, LLCIncreased+4K+$-394K
Allworth Financial LPIncreased+14+$-46.5M
GTS SECURITIES LLCIncreased+10K+$-936.8M

PPTY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GOLDMAN SACHS GROUP INCDecreased-39K-$1.9B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-9K-$1.3B
Empirical Asset Management, LLCDecreased-18K-$577.9M
ROYAL BANK OF CANADADecreased-174-$382.0M
CITADEL ADVISORS LLCClosed Position-7K-$211.4M
UBS Group AGClosed Position-1K-$34.4M
JPMORGAN CHASE & COClosed Position-825-$25.0M
Vident Advisory, LLCDecreased-13K-$849K
FMR LLCDecreased-523-$24K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Blue Trust, Inc.200,202$6.0B68.10%Share
2GOLDMAN SACHS GROUP INC55,484$1.0B0.12%Share
3Empirical Asset Management, LLC13,648$410.0M0.12%Share
4Walkner Condon Financial Advisors LLC11,340$341.0M0.05%Share
5WorthPointe, LLC8,329$250.0M0.07%Share
6Blue Trust, Inc.3,460$104.0M1.18%Share
7Summit Financial, LLC145,568$4.0M0.06%Share
8Clarity Asset Management, Inc.91$2.0M0.00%Share
9Vident Advisory, LLC47,137$1.0M0.01%Share
10GTS SECURITIES LLC40,338$1.0M0.03%Share
11MGO ONE SEVEN LLC23,455$706K0.01%Share
12Focus Financial Network, Inc.9,902$298K0.01%Share
13Allworth Financial LP1,516$45K0.00%Share
14CWM, LLC89$3K0.00%Share
15Kestra Advisory Services, LLC1,750$00.00%Share
16MAI Capital Management421$00.00%Share
17Parallel Advisors, LLC30$00.00%Share
18ROYAL BANK OF CANADA12,163$00.00%Share
19Arkadios Wealth Advisors17,255$00.00%Share
20Arkadios Wealth Advisors289$00.00%Share
21SUSQUEHANNA INTERNATIONAL GROUP, LLP18,171$00.00%Share
22SUSQUEHANNA INTERNATIONAL GROUP, LLP14,156$00.00%Share
23FMR LLC265$00.00%Share
24OneAscent Financial Services LLC29,758$00.00%Share
25MORGAN STANLEY8,158$00.00%Share

PPTY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202522$8.1B+6
Q3 202516$6.9B-6
Q2 202522$19.8B-1
Q1 202523$35.3B-1
Q4 202424$445.5B+6
Q3 202418$3.5T-1
Q2 202419$3.6T+2
Q1 202417$2.9T—

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As of Q4 2025, 25 institutional investors hold PPTY (US Diversified Real Estate ETF). The largest holder is Blue Trust, Inc. with $6.0B in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own PPTY?

As of Q4 2025, 25 institutional investors report holding PPTY (US Diversified Real Estate ETF) in their 13F filings.

Who is the largest institutional holder of PPTY?

The largest institutional holder of PPTY is Blue Trust, Inc. with $6.0B in shares.

Is institutional ownership of PPTY increasing or decreasing?

This quarter, 9 institutions opened new positions in PPTY and 3 closed their positions.