Envestnet Asset Management
REIT icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,688
Closed -$439K – 4653
2025
Q2 		$439K Buy
16,688
+8,196
+97% +$216K ﹤0.01% 3788
2025
Q1 		$232K Buy
+8,492
New +$234K ﹤0.01% 4070

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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 $9.1B AUM 32.09% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management's REIT Position: Q3 2025 in Review

Envestnet Asset Management sold out of ALPS Active REIT ETF (REIT) in Q3 2025, closing a stake of 16,688 shares — an estimated $439K sold.

Envestnet Asset Management first reported a position in REIT in Q1 2025 and held it in 2 quarters. The position peaked at $439K in Q2 2025. 19 funds tracked by Wall St. Rank hold REIT as of Q3 2025.

  • Envestnet Asset Management reported no remaining ALPS Active REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 16,688 ALPS Active REIT ETF shares in Q3 2025, an estimated $439K.
  • Envestnet Asset Management first reported a position in ALPS Active REIT ETF in Q1 2025 and held it in 2 quarters.
  • Envestnet Asset Management's ALPS Active REIT ETF position peaked at $439K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.