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REIT ALPS ETF TR

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ACTIVE REIT ETF (fund)

18 managers (18 13F filers) reported a position in REIT shares at 2026-03-31, 253,014 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
18
13F filers
18
New
5
Added
5
Reduced
6
Sold out
4
Shares held by filers
253,014

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC149,236$4.08M0.77%+4,17513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding32,593$891K-1,413Timeline
&PARTNERS16,560$453K<0.01%-10,09213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP11,500$314K<0.01%+1,90013F-HRTimelineGroup
GTS SECURITIES LLC9,571$262K0.01%-72513F-HRTimeline
Fermata Advisors, LLC9,013$246K0.06%-4113F-HRTimeline
Summit Financial, LLC8,199$224K<0.01%-2,28213F-HRTimeline
Park Edge Advisors, LLC7,966$218K0.05%+29813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,118$85.2K<0.01%-10413F-HRTimelineGroup
Main Street Group, LTD3,050$83.4K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,038$55.7K<0.01%+18913F-HRTimeline
Larson Financial Group LLC104$2.84K<0.01%new13F-HRTimeline
TSFG, LLC46$1K<0.01%-1413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11$300<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4$109<0.01%new13F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC3$82<0.01%13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$34<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1$25<0.01%new13F-HRTimeline