Envestnet Asset Management
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Envestnet Asset Management’s ALPS Active REIT ETF REIT Stock Holding History

Envestnet Asset Management’s Portfolio REIT Stock Details REIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$439K Buy
16,688
+8,196
+97% +$216K ﹤0.01% 3788
2025
Q1 		$232K Buy
+8,492
New +$232K ﹤0.01% 4070