Skip to content

REIT ALPS ETF TR

Follow

ACTIVE REIT ETF (fund)

24 managers (24 13F filers) reported a position in REIT shares at 2025-03-31, 447,431 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
24
13F filers
24
New
9
Added
7
Reduced
4
Sold out
3
Shares held by filers
447,431

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ellsworth Advisors, LLC124,495$3.4M0.89%+3,16913F-HRTimeline
&PARTNERS68,213$1.84M0.02%new13F-HRTimeline
Robertson Stephens Wealth Management, L…55,251$1.51M0.06%-61,66613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC30,158$823K0.03%new13F-HRTimeline
Arete Wealth Advisors, LLC29,107$795K0.06%+4,54813F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC27,731$757K0.01%+1,74713F-HRTimelineGroup
ARBOR CAPITAL MANAGEMENT INC /ADV26,540$726K0.7%+1,70513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,134$413K<0.01%new13F-HR/ATimelineGroup
Park Edge Advisors, LLC14,788$404K0.11%+79813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,721$265K0.03%+19513F-HRTimelineGroup
GTS SECURITIES LLC9,566$261K0.01%-2,07913F-HRTimeline
Fermata Advisors, LLC9,191$251K0.05%+7813F-HRTimeline
Virtue Capital Management, LLC8,741$239K0.03%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,492$232K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,754$102K<0.01%-6813F-HRTimelineGroup
ZynergyRetirementPlanningLLC2,814$76.7K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,849$50.5K<0.01%-62213F-HRTimeline
Main Street Group, LTD824$22.5K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC759$20.7K<0.01%013F-HRTimelineGroup
Sandy Spring Bank293$8K<0.01%new13F-HRTimeline
Manchester Capital Management LLC6$164<0.01%new13F-HRTimeline
AE Wealth Management LLC3$86<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$48<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.