This page summarizes the PPTY holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether PPTY is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer 12/31/2023 Share Count 3/31/2024 Share Count Change % Change
13F Filers Increasing PPTY Share Count
Financial Counselors Inc.
7,689
18,429
+ 10,740
+ 139.68%
Ronald Blue Trust Inc.
3,258,504
3,307,292
+ 48,788
+ 1.50%
TAP Consulting LLC
167,633
169,349
+ 1,716
+ 1.02%
13F Filers Reporting New Positions In PPTY
OneAscent Financial Services LLC
0
10,530
+ 10,530
+ 100%
Focus Financial Network Inc.
0
9,647
+ 9,647
+ 100%
13F Filers With Unchanged Share Count
Appleton Partners Inc. MA
7,105
7,105
UNCH
0.00%
CWM LLC
89
89
UNCH
0.00%
Walkner Condon Financial Advisors LLC
11,240
11,240
UNCH
0.00%
13F Filers Decreasing PPTY Share Count
Allworth Financial LP
2,929
2,178
- 751
- 25.64%
13F Filers Exiting PPTY
Proequities Inc.
2,655
0
- 2,655
- 100.00%
See Summary: Institutional Holders of PPTY
See Details: Top 10 Hedge Funds Holding PPTY
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