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ALPS Active REIT ETF (REIT) Institutional Ownership

ALPS Active REIT ETF logo
$30.80 +0.09 (+0.29%)
As of 12:21 PM Eastern
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Institutional Ownership Changes (13F Filings) for ALPS Active REIT ETF (NASDAQ:REIT)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$1.08M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$816.15K
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REIT Institutional Buying and Selling by Quarter

ALPS Active REIT ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2026 Main Street Group LTD3,050$83K0.0%N/A0.179%
2/17/2026&PARTNERS26,652$700K0.0%-51.4%1.586%
2/13/2026 Kestra Advisory Services LLC1,434$38K0.0%N/A0.085%
2/13/2026 Arete Wealth Advisors LLC47,671$1.26M0.1%+7.4%2.838%
2/13/2026 Summit Financial LLC10,481$275K0.0%-21.3%0.624%
1/16/2026 Park Edge Advisors LLC7,668$201K0.0%N/A0.443%
1/16/2026 Ellsworth Advisors LLC145,061$3.92M0.8%+4.6%8.385%
11/17/2025 Kestra Private Wealth Services LLC32,363$867K0.0%+12.1%1.904%
11/12/2025 Arete Wealth Advisors LLC44,394$1.19M0.1%+13.1%2.611%
11/12/2025 Advisor OS LLC12,193$327K0.0%+21.4%0.717%
10/16/2025 Ellsworth Advisors LLC138,735$3.70M0.8%+6.2%8.564%
8/1/2025 Envestnet Asset Management Inc.16,688$439K0.0%+96.5%0.993%
7/24/2025 Robertson Stephens Wealth Management LLC42,219$1.11M0.0%-23.6%2.440%
7/15/2025 Main Street Group LTD2,372$62K0.0%+187.9%0.141%
7/11/2025 Farther Finance Advisors LLC1,342$35K0.0%N/A0.080%
6/27/2025Goldman Sachs Group Inc.15,134$413K0.0%N/A0.917%
5/28/2025Ellsworth Advisors LLC124,495$3.40M0.9%+2.6%7.545%
5/16/2025Arete Wealth Advisors LLC29,107$795K0.1%+18.5%1.764%
5/16/2025Goldman Sachs Group Inc.15,134$413K0.0%N/A0.917%
5/8/2025Harbour Investments Inc.1,849$50K0.0%-25.2%0.113%
5/5/2025Kestra Private Wealth Services LLC27,731$757K0.0%+6.7%1.681%
4/28/2025Arbor Capital Management Inc. ADV26,540$726K0.7%+6.9%1.608%
4/17/2025Robertson Stephens Wealth Management LLC55,251$1.51M0.1%-52.7%3.349%
4/10/2025Park Edge Advisors LLC14,788$404K0.1%+5.7%0.896%
2/18/2025GTS Securities LLC11,645$317K0.0%-53.5%0.751%
2/12/2025Arete Wealth Advisors LLC24,559$669K0.0%+8.0%1.584%
2/12/2025National Bank of Canada FI3,822$104K0.0%+35.8%0.247%
2/10/2025Arbor Capital Management Inc. ADV24,835$682K0.7%+18.4%1.602%
2/10/2025Harbour Investments Inc.2,471$67K0.0%+1,388.6%0.159%
2/5/2025Advisor OS LLC9,526$260K0.0%-89.9%0.615%
1/27/2025Robertson Stephens Wealth Management LLC116,917$3.19M0.1%+383.0%7.543%
1/21/2025Park Edge Advisors LLC13,990$381K0.1%N/A0.933%
1/16/2025Ellsworth Advisors LLC121,326$3.31M0.9%+4.6%8.088%
11/18/2024Arete 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%
7/13/2024Fermata Advisors LLC9,525$242K0.1%+4.2%0.934%
4/12/2024Fermata Advisors LLC9,141$236K0.1%N/A0.957%
2/7/2024Principal Securities Inc.1,071$28K0.0%N/A0.118%
2/6/2024National Bank of Canada FI2,908$77K0.0%+34.3%0.320%
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7/26/2023National Bank of Canada FI2,165$53K0.0%+1,981.7%0.297%
7/18/2023Virtue Capital Management LLC17,898$444K0.1%-35.6%2.452%


REIT Institutional Ownership - Frequently Asked Questions

During the previous two years, 17 institutional investors and hedge funds held shares of ALPS Active REIT ETF. The most heavily invested institutionals were Ellsworth Advisors LLC ($3.92M), Arete Wealth Advisors LLC ($1.26M), Robertson Stephens Wealth Management LLC ($1.11M), Kestra Private Wealth Services LLC ($867K), Arbor Capital Management Inc. ADV ($726K), &PARTNERS ($700K), and Envestnet Asset Management Inc. ($439K).Learn more on ALPS Active REIT ETF's institutional investors.

Of the 14 institutional investors that purchased ALPS Active REIT ETF's 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 ($37.51K), Goldman Sachs Group Inc. ($30.27K), Ellsworth Advisors LLC ($26.58K), Park Edge Advisors LLC ($22.46K), Envestnet Asset Management Inc. ($8.20K), and Arbor Capital Management Inc. ADV ($5.56K).

Institutional investors have bought a total of 40,589 shares in the last 24 months. This purchase volume represents approximately $1.08M in transactions.

The following institutional investors have sold ALPS Active REIT ETF stock in the last 24 months: &PARTNERS ($28.21K), and Summit Financial LLC ($2.84K).

Institutional investors have sold a total of 31,050 shares in the last 24 months. This volume of shares sold represents approximately $816.15K in transactions.


Related Companies

Institutional ownership data for NASDAQ:REIT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/6/2026. New 13F filings are added each quarter as they're published.
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