Fermata Advisors
REIT icon

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

Fermata 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
Q3 		– Sell
-8,834
Closed -$268K – 313
2026
Q2 		$268K Sell
8,834
-179
-2% -$5.3K 0.05% 215
2026
Q1 		$246K Sell
9,013
-41
-0.5% -$1.13K 0.06% 207
2025
Q4 		$238K Sell
9,054
-26
-0.3% -$690 0.06% 193
2025
Q3 		$243K Sell
9,080
-112
-1% -$2.96K 0.06% 185
2025
Q2 		$242K Buy
9,192
+1
+0% +$26 0.06% 197
2025
Q1 		$251K Buy
9,191
+78
+0.9% +$2.15K 0.05% 240
2024
Q4 		$248K Sell
9,113
-234
-3% -$6.68K 0.05% 222
2024
Q3 		$273K Sell
9,347
-178
-2% -$4.92K 0.06% 194
2024
Q2 		$242K Buy
9,525
+384
+4% +$9.5K 0.06% 192
2024
Q1 		$236K Buy
+9,141
New +$234K 0.05% 182

Other funds holding REIT

Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $513M AUM 16.15% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Fermata Advisors's REIT Position: Q3 2026 in Review

Fermata Advisors sold out of ALPS Active REIT ETF (REIT) in Q3 2026, closing a stake of 8,834 shares — an estimated $268K sold.

Fermata Advisors first reported a position in REIT in Q1 2024 and held it in 10 quarters. The position peaked at $273K in Q3 2024. 9 funds tracked by Wall St. Rank hold REIT as of Q3 2026.

  • Fermata Advisors reported no remaining ALPS Active REIT ETF position as of Q3 2026 after selling out during the quarter.
  • Fermata Advisors sold 8,834 ALPS Active REIT ETF shares in Q3 2026, an estimated $268K.
  • Fermata Advisors first reported a position in ALPS Active REIT ETF in Q1 2024 and held it in 10 quarters.
  • Fermata Advisors's ALPS Active REIT ETF position peaked at $273K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.