US DIVERSIFIED REAL ESTATE E (PPTY) Top Institutional Shareholders
US DIVERSIFIED REAL ESTATE E (PPTY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $15.11M in PPTY holdings during the latest filing period.
Blue Trust, Inc. is currently the largest disclosed institutional shareholder of PPTY tracked by InsiderSet, reporting ownership valued at approximately $4.62M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.09M, representing an estimated gain of +10.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed PPTY value among the investors covered in this analysis. Major shareholders include Blue Trust, Inc., Summit Financial, Llc, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in US DIVERSIFIED REAL ESTATE E (PPTY).
This page ranks the largest institutional PPTY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
24
Total Reported Value
$15.11M
Largest Holder
Blue Trust, Inc.
Largest Position
$4.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blue Trust, Inc. | 0.05% | 153,441 | $4,620,326 | $5,088,503 | +$468,177 | +10.13% | |
| Summit Financial, Llc | 0.03% | 68,826 | $2,072,452 | $2,282,449 | +$209,997 | +10.13% | |
| Goldman Sachs Group Inc | 0.00% | 62,697 | $1,887,888 | $2,079,196 | +$191,308 | +10.13% | |
| Vident Advisory, Llc | 0.01% | 33,340 | $1,003,916 | $1,105,641 | +$101,725 | +10.13% | |
| Susquehanna International Group, Llp | 0.00% | 27,357 | $823,755 | $907,229 | +$83,474 | +10.13% | |
| Mgo One Seven Llc | 0.02% | 24,909 | $750,042 | $826,047 | +$76,005 | +10.13% | |
| Oneascent Financial Services Llc | 0.04% | 21,503 | $647,468 | $713,095 | +$65,627 | +10.14% | |
| Arkadios Wealth Advisors | 0.01% | 18,950 | $570,607 | $628,431 | +$57,824 | +10.13% | |
| Royal Bank Of Canada | 0.00% | 18,627 | $561,000 | $617,720 | +$56,720 | +10.11% | |
| Empirical Asset Management, Llc | 0.11% | 13,359 | $402,252 | $443,019 | +$40,767 | +10.13% | |
| Gts Securities Llc | 0.01% | 11,596 | $349,167 | $384,554 | +$35,387 | +10.13% | |
| Walkner Condon Financial Advisors Llc | 0.04% | 10,050 | $302,619 | $333,284 | +$30,665 | +10.13% | |
| Worthpointe, Llc | 0.07% | 9,047 | $272,402 | $300,022 | +$27,620 | +10.14% | |
| Focus Financial Network, Inc. | 0.01% | 9,016 | $271,469 | $298,994 | +$27,525 | +10.14% | |
| Two Sigma Investments, Lp | 0.00% | 7,500 | $225,835 | $248,719 | +$22,884 | +10.13% | |
| Global Assets Advisory, Llc | 0.03% | 3,471 | $97,188 | $115,107 | +$17,919 | +18.44% | |
| Morgan Stanley | 0.00% | 3,110 | $93,646 | $103,136 | +$9,490 | +10.13% | |
| Ubs Group Ag | 0.00% | 2,773 | $83,498 | $91,960 | +$8,462 | +10.13% | |
| Allworth Financial Lp | 0.00% | 1,516 | $45,660 | $50,275 | +$4,615 | +10.11% | |
| Mai Capital Management | 0.00% | 421 | $12,677 | $13,961 | +$1,284 | +10.13% | |
| Fmr Llc | 0.00% | 265 | $7,965 | $8,788 | +$823 | +10.33% | |
| Clarity Asset Management, Inc. | 0.00% | 91 | $2,734 | $3,018 | +$284 | +10.38% | |
| Cwm, Llc | 0.00% | 89 | $2,680 | $2,951 | +$271 | +10.13% | |
| Farther Finance Advisors, Llc | 0.00% | 75 | $2,267 | $2,487 | +$220 | +9.71% |
Frequently asked questions about PPTY
Who owns the most PPTY stock?
The largest holders of PPTY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for US DIVERSIFIED REAL ESTATE E (PPTY).
Is PPTY widely held by superinvestors?
Many widely followed stocks like PPTY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PPTY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.