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ALPS Active REIT ETF (REIT) Institutional Ownership

ALPS Active REIT ETF logo
$26.54 -0.30 (-1.10%)
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Institutional Ownership Changes (13F Filings) for ALPS Active REIT ETF (NASDAQ:REIT)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$4.89M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$4.38M
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REIT Institutional Buying and Selling by Quarter

ALPS Active REIT ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Arete Wealth Advisors LLC29,107$795K0.1%+18.5%1.764%
5/16/2025 Goldman Sachs Group Inc.15,134$413K0.0%N/A0.917%
5/8/2025 Harbour Investments Inc.1,849$50K0.0%-25.2%0.113%
5/5/2025 Kestra Private Wealth Services LLC27,731$757K0.0%+6.7%1.681%
4/28/2025 Arbor Capital Management Inc. ADV26,540$726K0.7%+6.9%1.608%
4/17/2025 Robertson Stephens Wealth Management LLC55,251$1.51M0.1%-52.7%3.349%
4/10/2025 Park Edge Advisors LLC14,788$404K0.1%+5.7%0.896%
2/18/2025 GTS Securities LLC11,645$317K0.0%-53.5%0.751%
2/12/2025 Arete Wealth Advisors LLC24,559$669K0.0%+8.0%1.584%
2/12/2025 National Bank of Canada FI3,822$104K0.0%+35.8%0.247%
2/10/2025 Arbor Capital Management Inc. ADV24,835$682K0.7%+18.4%1.602%
2/10/2025 Harbour Investments Inc.2,471$67K0.0%+1,388.6%0.159%
2/5/2025 Advisor OS LLC9,526$260K0.0%-89.9%0.615%
1/27/2025 Robertson Stephens Wealth Management LLC116,917$3.19M0.1%+383.0%7.543%
1/21/2025 Park Edge Advisors LLC13,990$381K0.1%N/A0.933%
1/16/2025Ellsworth Advisors LLC121,326$3.31M0.9%+4.6%8.088%
11/18/2024 Arete Wealth Advisors LLC22,737$658K0.1%N/A1.660%
10/17/2024Ellsworth Advisors LLC115,948$3.38M0.9%+3.2%8.463%
7/18/2024Ellsworth Advisors LLC112,307$2.86M0.8%+5.8%10.904%
7/13/2024 Fermata Advisors LLC9,525$242K0.1%+4.2%0.934%
4/12/2024 Fermata Advisors LLC9,141$236K0.1%N/A0.957%
2/7/2024 Principal Securities Inc.1,071$28K0.0%N/A0.118%
2/6/2024 National Bank of Canada FI2,908$77K0.0%+34.3%0.320%
7/26/2023 National Bank of Canada FI2,165$53K0.0%+1,981.7%0.297%
7/18/2023 Virtue Capital Management LLC17,898$444K0.1%-35.6%2.452%
4/28/2022 Parallel Advisors LLC3,372$102K0.0%N/A0.507%
2/4/2022 Advisor OS LLC124,793$3.89M0.8%-22.5%16.529%
8/10/2021 Advisor OS LLC182,785$5.19M1.1%N/A23.585%
(Data available from 1/1/2016 forward)

REIT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of REIT shares?

During the previous two years, 14 institutional investors and hedge funds held shares of ALPS Active REIT ETF. The most heavily invested institutionals were Ellsworth Advisors LLC ($3.31M), Robertson Stephens Wealth Management LLC ($1.51M), Arete Wealth Advisors LLC ($795K), Kestra Private Wealth Services LLC ($757K), Arbor Capital Management Inc. ADV ($726K), Virtue Capital Management LLC ($444K), and Goldman Sachs Group Inc. ($413K).Learn more on REIT's institutional investors.

Which institutional investors have been buying ALPS Active REIT ETF stock?

Of the 11 institutional investors that purchased ALPS Active REIT ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Robertson Stephens Wealth Management LLC ($92.71K), Arete Wealth Advisors LLC ($29.11K), Ellsworth Advisors LLC ($15.18K), Goldman Sachs Group Inc. ($15.13K), Park Edge Advisors LLC ($14.79K), Fermata Advisors LLC ($9.53K), and Arbor Capital Management Inc. ADV ($5.56K).

How much institutional buying is happening at ALPS Active REIT ETF?

Institutional investors have bought a total of 190,934 shares in the last 24 months. This purchase volume represents approximately $5.22M in transactions.

Which ALPS Active REIT ETF major shareholders have been selling company stock?

The following institutional investors have sold ALPS Active REIT ETF stock in the last 24 months: Advisor OS LLC ($84.96K), Robertson Stephens Wealth Management LLC ($61.67K), GTS Securities LLC ($13.41K), Virtue Capital Management LLC ($9.89K), and Harbour Investments Inc. ($622.00).

How much institutional selling is happening at ALPS Active REIT ETF?

Institutional investors have sold a total of 170,550 shares in the last 24 months. This volume of shares sold represents approximately $4.62M in transactions.



This page (NASDAQ:REIT) was last updated on 5/21/2025 by MarketBeat.com Staff
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