U.S. Diversified Real Estate
PPTY • ARCA
U.S. Diversified Real Estate is an exchange-traded fund on ARCA. As of Q3 2025, 23 institutional investors hold shares in this ETF, with total holdings valued at $24.6M. Ronald Blue Trust, Inc. is the largest holder with a position valued at $8.9M.
Overview
Overview of institutional ownership in PPTY as of Q3 2025
All Institutions
- Institutions
- 23
- Value Held
- $24.6M
- Shares Held
- 793.9K
- Avg Position
- $1.1M
- Median Position
- $351.5K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $211.4K
- Shares Held
- 6.8K
- Avg Position
- $211.4K
- Median Position
- $211.4K
Biggest Investors
Institutions with the largest positions in PPTY as of Q3 2025
| Institution | Position Value |
|---|---|
R Ronald Blue Trust, Inc. Institution | $8.9M 0.10% of portfolio |
 Summit Financial, LLC RIA/Wealth | $4.4M 0.07% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $2.9M 0.00% of portfolio |
 Vident Advisory, LLC ETF Provider | $1.8M 0.02% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.3M 0.00% of portfolio |
 Empirical Asset Management, LLC RIA/Wealth | $987.9K 0.28% of portfolio |
G GTS SECURITIES LLC Institution | $937.8K 0.04% of portfolio |
O OneAscent Financial Services LLC RIA/Wealth | $808.8K 0.08% of portfolio |
 Arkadios Wealth Advisors RIA/Wealth | $545.5K 0.01% of portfolio |
 We Are One Seven, LLC RIA/Wealth | $519.6K 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PPTY in Q3 2025
- Traded
- −$1.0M
- Buyers
- 10
- Sellers
- 10
- Total Bought
- +$6.6M
- Total Sold
- −$7.6M
- Avg Position
- $984.2K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Summit Financial, LLC RIA/Wealth | +$4.4M +141.8K shares |
GOLDMAN SACHS GROUP INC Institution | +$1.0M +32.8K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$365.0K +11.8K shares |
O OneAscent Financial Services LLC RIA/Wealth | +$359.8K +11.6K shares |
G GTS SECURITIES LLC Institution | +$216.2K +7.0K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$211.4K +6.8K shares |
We Are One Seven, LLC RIA/Wealth | +$30.2K +976.0 shares |
 Hanson McClain, Inc. RIA/Wealth | +$434.0 +14.0 shares |
 MORGAN STANLEY RIA/Wealth | +$55.0 +1.0 shares |
 Clarity Asset Management, Inc. RIA/Wealth | +$31.0 +1.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
R Ronald Blue Trust, Inc. Institution | −$5.0M −162.1K shares |
Empirical Asset Management, LLC RIA/Wealth | −$1.4M −45.0K shares |
Vident Advisory, LLC ETF Provider | −$657.0K −21.2K shares |
 Firestone Capital Management RIA/Wealth | −$279.3K −9.2K shares |
R ROYAL BANK OF CANADA Institution | −$157.8K −5.1K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$65.9K −2.2K shares |
 FMR LLC Institution | −$7.1K −228.0 shares |
 UBS Group AG Institution | −$5.0K −161.0 shares |
 Focus Financial Network, Inc. RIA/Wealth | −$4.3K −139.0 shares |
Arkadios Wealth Advisors RIA/Wealth | −$3.6K −117.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PPTY in Q3 2025
- New Positions
- 1
- New Value
- $4.4M
- Exited Positions
- 2
- Exited Value
- $345.2K
New Positions
| Institution | Position Value |
|---|---|
Summit Financial, LLC RIA/Wealth | $4.4M 141.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Firestone Capital Management RIA/Wealth | $279.3K 9.2K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $65.9K 2.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in PPTY as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PPTY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Empirical Asset Management, LLC RIA/Wealth | 0.28% $987.9K |
R Ronald Blue Trust, Inc. Institution | 0.10% $8.9M |
O OneAscent Financial Services LLC RIA/Wealth | 0.08% $808.8K |
Summit Financial, LLC RIA/Wealth | 0.07% $4.4M |
 Walkner Condon Financial Advisors LLC RIA/Wealth | 0.06% $351.5K |
G GTS SECURITIES LLC Institution | 0.04% $937.8K |
Vident Advisory, LLC ETF Provider | 0.02% $1.8M |
Arkadios Wealth Advisors RIA/Wealth | 0.01% $545.5K |
We Are One Seven, LLC RIA/Wealth | 0.01% $519.6K |
Focus Financial Network, Inc. RIA/Wealth | 0.01% $304.5K |
Hedge Fund Spotlight
Discover hedge funds investing in PPTY
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in U.S. Diversified Real Estate
- Market Value
- $211.4K
- Shares Held
- 6.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
