AO
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Advisor OS’s ALPS Active REIT ETF REIT Stock Holding History

Advisor OS’s Portfolio REIT Stock Details REIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,193
Closed -$327K – 521
2025
Q3 		$327K Buy
12,193
+2,151
+21% +$56.9K 0.03% 353
2025
Q2 		$264K Buy
10,042
+321
+3% +$8.46K 0.03% 376
2025
Q1 		$265K Buy
9,721
+195
+2% +$5.37K 0.03% 351
2024
Q4 		$260K Sell
9,526
-84,962
-90% -$2.42M 0.03% 349
2024
Q3 		$2.76M Buy
+94,488
New +$2.61M 0.27% 65
2022
Q1 		– Sell
-124,793
Closed -$3.89M – 238
2021
Q4 		$3.89M Sell
124,793
-36,289
-23% -$1.09M 0.79% 26
2021
Q3 		$4.53M Sell
161,082
-21,703
-12% -$636K 0.98% 17
2021
Q2 		$5.19M Buy
+182,785
New +$5.01M 1.08% 20

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Advisor OS's REIT Position: Q4 2025 in Review

Advisor OS sold out of ALPS Active REIT ETF (REIT) in Q4 2025, closing a stake of 12,193 shares — an estimated $327K sold.

Advisor OS first reported a position in REIT in Q2 2021 and held it in 8 quarters. The position peaked at $5.19M in Q2 2021. 16 funds tracked by Wall St. Rank hold REIT as of Q4 2025.

  • Advisor OS reported no remaining ALPS Active REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Advisor OS sold 12,193 ALPS Active REIT ETF shares in Q4 2025, an estimated $327K.
  • Advisor OS first reported a position in ALPS Active REIT ETF in Q2 2021 and held it in 8 quarters.
  • Advisor OS's ALPS Active REIT ETF position peaked at $5.19M in Q2 2021.
  • 16 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q4 2025.

Based on Advisor OS's 13F filing for Q4 2025, filed 4 Feb 2026.