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Clearstead Advisors’s ALPS Active REIT ETF REIT Stock Holding History

Clearstead 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
-185
Closed -$4.86K – 2727
2025
Q4 		$4.86K Buy
+185
New +$4.91K ﹤0.01% 2023

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 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
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

Clearstead Advisors's REIT Position: Q1 2026 in Review

Clearstead Advisors sold out of ALPS Active REIT ETF (REIT) in Q1 2026, closing a stake of 185 shares — an estimated $4.86K sold.

Clearstead Advisors first reported a position in REIT in Q4 2025 and held it in 1 quarter. The position peaked at $4.86K in Q4 2025. 18 funds tracked by Wall St. Rank hold REIT as of Q1 2026.

  • Clearstead Advisors reported no remaining ALPS Active REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 185 ALPS Active REIT ETF shares in Q1 2026, an estimated $4.86K.
  • Clearstead Advisors first reported a position in ALPS Active REIT ETF in Q4 2025 and held it in 1 quarter.
  • Clearstead Advisors's ALPS Active REIT ETF position peaked at $4.86K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.