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US Diversified Real Estate E (PPTY)

CUSIP: 26922A511 | NYSE | 81 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Blue Trust, Inc.111,808
0.0% of portfolio›$3.5M
MGO One Seven LLC27,764
0.0% of portfolio›$873.5K
Walkner Condon Financial Advisors LLC10,050
0.0% of portfolio›$316.2K
Focus Financial Network, Inc.8,559
0.0% of portfolio›$269.3K
Allworth Financial LP1,405
0.0% of portfolio›$48.2K
Farther Finance Advisors, LLC75
0.0% of portfolio›$2.4K
StyleTurnoverLocationFiled
Blue Trust, Inc.
111,808$3.5M0.0%ETFLowBrentwood, TN2026-10-15
MGO One Seven LLC
27,764$873.5K0.0%GrowthLowBeachwood, OH2026-10-28
Walkner Condon Financial Advisors LLC
10,050$316.2K0.0%ETFLowVerona, WI2026-11-02
Focus Financial Network, Inc.
8,559$269.3K0.0%ETFLowMinneapolis, MN2026-10-14
Allworth Financial LP
1,405$48.2K0.0%IndexLowFolsom, CA2026-11-06
Farther Finance Advisors, LLC
75$2.4K0.0%IndexLowSan Francisco, CA2026-10-08