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AE Wealth Management’s ALPS Active REIT ETF REIT Stock Holding History

AE Wealth Management’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
-3
Closed -$86 – 2543
2025
Q3 		$86 Hold
3
– – ﹤0.01% 2268
2025
Q2 		$83 Hold
3
– – ﹤0.01% 2139
2025
Q1 		$86 Buy
+3
New +$83 ﹤0.01% 2136

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

AE Wealth Management's REIT Position: Q4 2025 in Review

AE Wealth Management sold out of ALPS Active REIT ETF (REIT) in Q4 2025, closing a stake of 3 shares — an estimated $86 sold.

AE Wealth Management first reported a position in REIT in Q1 2025 and held it in 3 quarters. The position peaked at $86 in Q3 2025. 16 funds tracked by Wall St. Rank hold REIT as of Q4 2025.

  • AE Wealth Management reported no remaining ALPS Active REIT ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 3 ALPS Active REIT ETF shares in Q4 2025, an estimated $86.
  • AE Wealth Management first reported a position in ALPS Active REIT ETF in Q1 2025 and held it in 3 quarters.
  • AE Wealth Management's ALPS Active REIT ETF position peaked at $86 in Q3 2025.
  • 16 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.