PPTY Institutional Ownership
US Diversified Real Estate ETF
1W: -1.2%
1M: -5.1%
3M: -8.5%
YTD: +4.4%
1Y: +2.3%
3Y: +29.0%
5Y: +3.5%
$31.46
+0.10 (+0.32%)
Weekly Expected Move ±1.4%
$31
$31
$31
$32
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PPTY
26
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
18M
Total Invested
3
New Positions
6
Increased
14
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (29 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Blue Trust, Inc. | 124,717 | 4M | -28,724 | -18.7% | 17Q | SEC ↗ |
| 2 | Summit Financial, LLC | 74,458 | 2M | +5,632 | +8.2% | 4Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 62,610 | 2M | -87 | -0.1% | 8Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38,068 | 1M | +10,711 | +39.2% | 24Q | SEC ↗ |
| 5 | Vident Advisory, LLC | 32,721 | 1M | -619 | -1.9% | 12Q | SEC ↗ |
| 6 | GTS SECURITIES LLC | 28,747 | 905K | +17,151 | +147.9% | 7Q | SEC ↗ |
| 7 | MGO ONE SEVEN LLC | 28,136 | 885K | +3,227 | +13.0% | 9Q | SEC ↗ |
| 8 | OneAscent Financial Services LLC | 21,442 | 675K | -61 | -0.3% | 7Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC NEW | 21,173 | 666K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Arkadios Wealth Advisors | 19,743 | 621K | +793 | +4.2% | 8Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 14,733 | 464K | -3,894 | -20.9% | 24Q | SEC ↗ |
| 12 | Empirical Asset Management, LLC | 12,612 | 397K | -747 | -5.6% | 9Q | SEC ↗ |
| 13 | Walkner Condon Financial Advisors LLC | 10,050 | 316K | — | +0.0% | 19Q | SEC ↗ |
| 14 | WorthPointe, LLC | 9,195 | 289K | +148 | +1.6% | 3Q | SEC ↗ |
| 15 | Focus Financial Network, Inc. | 8,812 | 277K | -204 | -2.3% | 10Q | SEC ↗ |
| 16 | MORGAN STANLEY | 2,860 | 90K | -250 | -8.0% | 4Q | SEC ↗ |
| 17 | MERCER GLOBAL ADVISORS INC /ADV NEW | 2,167 | 68K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Allworth Financial LP | 1,405 | 44K | -111 | -7.3% | 16Q | SEC ↗ |
| 19 | UBS Group AG | 785 | 25K | -1,988 | -71.7% | 2Q | SEC ↗ |
| 20 | FMR LLC | 265 | 8K | — | +0.0% | 7Q | SEC ↗ |
| 21 | IMA Advisory Services, Inc. NEW | 101 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 22 | CWM, LLC | 89 | 3K | — | +0.0% | 13Q | SEC ↗ |
| 23 | Farther Finance Advisors, LLC | 75 | 2K | — | +0.0% | 2Q | SEC ↗ |
| 24 | Global Assets Advisory, LLC | 0 | 0K | -3,471 | -100.0% | 1Q | SEC ↗ |
| 25 | Parallel Advisors, LLC | 0 | 0K | -30 | -100.0% | 3Q | SEC ↗ |
| 26 | Clarity Asset Management, Inc. | 0 | 0K | -91 | -100.0% | 4Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 0 | 0K | -1,750 | -100.0% | 1Q | SEC ↗ |
| 28 | TWO SIGMA INVESTMENTS, LP | 0 | 0K | -7,500 | -100.0% | 1Q | SEC ↗ |
| 29 | MAI Capital Management | 0 | 0K | -421 | -100.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 21,173 | 666K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,167 | 68K |
| IMA Advisory Services, Inc. | 101 | 3K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 7,500 | 236K |
| Global Assets Advisory, LLC | 3,471 | 109K |
| Kestra Advisory Services, LLC | 1,750 | 55K |
| MAI Capital Management | 421 | 13K |
| Clarity Asset Management, Inc. | 91 | 3K |
| Parallel Advisors, LLC | 30 | 1K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | +17,151 | +147.9% | 28,747 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +10,711 | +39.2% | 38,068 |
| Summit Financial, LLC | +5,632 | +8.2% | 74,458 |
| MGO ONE SEVEN LLC | +3,227 | +13.0% | 28,136 |
| Arkadios Wealth Advisors | +793 | +4.2% | 19,743 |
| WorthPointe, LLC | +148 | +1.6% | 9,195 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Blue Trust, Inc. | -28,724 | -18.7% | 124,717 |
| ROYAL BANK OF CANADA | -3,894 | -20.9% | 14,733 |
| UBS Group AG | -1,988 | -71.7% | 785 |
| Empirical Asset Management, LLC | -747 | -5.6% | 12,612 |
| Vident Advisory, LLC | -619 | -1.9% | 32,721 |
| MORGAN STANLEY | -250 | -8.0% | 2,860 |
| Focus Financial Network, Inc. | -204 | -2.3% | 8,812 |
| Allworth Financial LP | -111 | -7.3% | 1,405 |
| GOLDMAN SACHS GROUP INC | -87 | -0.1% | 62,610 |
| OneAscent Financial Services LLC | -61 | -0.3% | 21,442 |