Arete Wealth Advisors
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Arete Wealth Advisors’s ALPS Active REIT ETF REIT Stock Holding History

Arete Wealth Advisors’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
2026
Q1 		– Sell
-47,670
Closed -$1.26M – 379
2025
Q4 		$1.26M Buy
47,670
+3,276
+7% +$87K 0.09% 217
2025
Q3 		$1.19M Buy
44,394
+5,127
+13% +$136K 0.07% 249
2025
Q2 		$1.03M Buy
39,267
+10,160
+35% +$268K 0.07% 251
2025
Q1 		$795K Buy
29,107
+4,548
+19% +$125K 0.06% 282
2024
Q4 		$669K Buy
24,559
+1,822
+8% +$52K 0.05% 336
2024
Q3 		$658K Buy
+22,737
New +$628K 0.06% 303

Other funds holding REIT

Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Arete Wealth Advisors's REIT Position: Q1 2026 in Review

Arete Wealth Advisors sold out of ALPS Active REIT ETF (REIT) in Q1 2026, closing a stake of 47,670 shares — an estimated $1.26M sold.

Arete Wealth Advisors first reported a position in REIT in Q3 2024 and held it in 6 quarters. The position peaked at $1.26M in Q4 2025. 18 funds tracked by Wall St. Rank hold REIT as of Q1 2026.

  • Arete Wealth Advisors reported no remaining ALPS Active REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 47,670 ALPS Active REIT ETF shares in Q1 2026, an estimated $1.26M.
  • Arete Wealth Advisors first reported a position in ALPS Active REIT ETF in Q3 2024 and held it in 6 quarters.
  • Arete Wealth Advisors's ALPS Active REIT ETF position peaked at $1.26M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.