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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
-47,671
Closed -$1.25M – 649
2025
Q4 		$1.25M Buy
47,671
+3,277
+7% +$87K 0.08% 249
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

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 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 47,671 shares — an estimated $1.25M sold.

Arete Wealth Advisors first reported a position in REIT in Q3 2024 and held it in 6 quarters. The position peaked at $1.25M 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 47,671 ALPS Active REIT ETF shares in Q1 2026, an estimated $1.25M.
  • 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 $1.25M 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.