Skip to content

REIT ALPS ETF TR

Follow

ACTIVE REIT ETF (fund)

19 managers (19 13F filers) reported a position in REIT shares at 2025-09-30, 336,260 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
19
13F filers
19
New
5
Added
8
Reduced
2
Sold out
5
Shares held by filers
336,260

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC138,735$3.7M0.79%+8,06613F-HRTimeline
&PARTNERS54,863$1.44M0.01%+20,77413F-HRTimeline
Arete Wealth Advisors, LLC44,394$1.19M0.07%+5,12713F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC32,363$867K0.01%+3,49013F-HRTimelineGroup
GTS SECURITIES LLC18,487$495K0.02%+7,86213F-HRTimeline
Summit Financial, LLC13,320$357K0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC12,193$327K0.03%+2,15113F-HRTimelineGroup
Fermata Advisors, LLC9,080$243K0.06%-11213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,754$101K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,624$70.3K<0.01%new13F-HRTimelineGroup
Main Street Group, LTD2,390$64.1K0.02%+1813F-HRTimeline
HARBOUR INVESTMENTS, INC.1,849$49.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,354$36.3K<0.01%+1213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC748$20K<0.01%-1113F-HRTimelineGroup
TSFG, LLC60$2K<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC36$965<0.01%new13F-HRTimeline
Manchester Capital Management LLC6$161<0.01%013F-HRTimeline
AE Wealth Management LLC3$86<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$31<0.01%new13F-HR/ATimelineGroup