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

Advisor OS’s Portfolio REIT Stock Details REIT Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$327K	Buy
2025 Q2	$264K	Buy
2025 Q1	$265K	Buy
2024 Q4	$260K	Sell
2024 Q3	$2.76M	Buy
2022 Q1	–	Sell
2021 Q4	$3.89M	Sell
2021 Q3	$4.53M	Sell
2021 Q2	$5.19M	Buy