Skip to content

REIT ALPS ETF TR

Follow

ACTIVE REIT ETF (fund)

15 managers (16 13F filers) reported a position in REIT shares at 2025-12-31, 305,851 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
15
13F filers
16
New
5
Added
3
Reduced
5
Sold out
8
Shares held by filers
305,851

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC145,061$3.91M0.77%+6,32613F-HRTimeline
Arete Wealth Advisors, LLC47,670$1.26M0.09%+3,27613F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding34,006$893K+1,643Timeline
&PARTNERS26,652$700K<0.01%-28,21113F-HRTimeline
Summit Financial, LLC10,481$275K<0.01%-2,83913F-HRTimeline
GTS SECURITIES LLC10,296$270K0.01%-8,19113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP9,600$252K<0.01%new13F-HRTimelineGroup
Fermata Advisors, LLC9,054$238K0.06%-2613F-HRTimeline
Park Edge Advisors, LLC7,668$201K0.05%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,222$84.5K<0.01%-53213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,849$48.6K<0.01%013F-HRTimeline
Clearstead Advisors, LLC185$4.86K<0.01%new13F-HRTimeline
TSFG, LLC60$2K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC36$946<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11$288<0.01%new13F-HRTimelineGroup