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US Diversified Real Estate E (PPTY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Blue Trust, Inc.
DECREASED
Shares111,808 from 124,717
Change-12,909 (-10%)
Value$3.5M (-$755.7K)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares27,764 from 28,136
Change-372 (-1%)
Value$873.5K (-$90.6K)
Filed 2026-10-28
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares10,050 from 10,050
Change0 (0%)
Value$316.2K (-$28.2K)
Filed 2026-11-02
Focus Financial Network, Inc.
DECREASED
Shares8,559 from 8,812
Change-253 (-3%)
Value$269.3K (-$32.7K)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$48.2K ($0)
Filed 2026-11-06
Farther Finance Advisors, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.4K (-$210)
Filed 2026-10-08
Summit Financial, LLC
N/A
Shares— from 74,458
Change-74,458 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 62,610
Change-62,610 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 38,068
Change-38,068 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 32,721
Change-32,721 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 28,747
Change-28,747 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 21,442
Change-21,442 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 21,173
Change-21,173 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 19,743
Change-19,743 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,733
Change-14,733 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 12,612
Change-12,612 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 9,195
Change-9,195 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
UBS Group AG
N/A
Shares— from 785
Change-785 (-100%)
Value—
FMR LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 101
Change-101 (-100%)
Value—
Status
Blue Trust, Inc.
DECREASED111,808124,717-12,909-10%$4.3M$3.5M-$755.7K2026-10-15
MGO One Seven LLC
DECREASED27,76428,136-372-1%$964.0K$873.5K-$90.6K2026-10-28
Walkner Condon Financial Advisors LLC
UNCHANGED10,05010,05000%$344.3K$316.2K-$28.2K2026-11-02
Focus Financial Network, Inc.
DECREASED8,5598,812-253-3%$301.9K$269.3K-$32.7K2026-10-14
Allworth Financial LP
UNCHANGED1,4051,40500%$48.2K$48.2K$02026-11-06
Farther Finance Advisors, LLC
UNCHANGED757500%$2.6K$2.4K-$2102026-10-08
Summit Financial, LLC
N/A—74,458-74,458-100%$2.6M———
Goldman Sachs Group Inc
N/A—62,610-62,610-100%$2.1M———
Susquehanna International Group, LLP
N/A—38,068-38,068-100%$1.3M———
Vident Advisory, LLC
N/A—32,721-32,721-100%$1.1M———
GTS Securities LLC
N/A—28,747-28,747-100%$985.0K———
OneAscent Financial Services LLC
N/A—21,442-21,442-100%$734.7K———
Citadel Advisors LLC
N/A—21,173-21,173-100%$725.5K———
Arkadios Wealth Advisors
N/A—19,743-19,743-100%$676.5K———
Royal Bank of Canada
N/A—14,733-14,733-100%$505.0K———
Empirical Asset Management, LLC
N/A—12,612-12,612-100%$432.1K———
WorthPointe, LLC
N/A—9,195-9,195-100%$315.1K———
Morgan Stanley
N/A—2,860-2,860-100%$98.0K———
UBS Group AG
N/A—785-785-100%$26.9K———
FMR LLC
N/A—265-265-100%$9.1K———
IMA Advisory Services, Inc.
N/A—101-101-100%$3.5K———
Showing 21 of 21 institutions