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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
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% +$9.52K 0.06% 192
2024
Q1 		$236K Buy
+9,141
New +$234K 0.05% 182

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
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Fermata Advisors's REIT Position: Q2 2026 in Review

Fermata Advisors reduced its ALPS Active REIT ETF (REIT) stake by 2% in Q2 2026, selling an estimated $5.3K and leaving 8,834 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #215.

Fermata Advisors first reported a position in REIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $273K in Q3 2024. 5 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

  • Fermata Advisors held 8,834 shares of ALPS Active REIT ETF worth $268K as of Q2 2026.
  • Fermata Advisors sold 179 ALPS Active REIT ETF shares in Q2 2026, an estimated $5.3K.
  • ALPS Active REIT ETF made up 0.05% of Fermata Advisors's portfolio in Q2 2026, its #215 holding.
  • Fermata Advisors first reported a position in ALPS Active REIT ETF in Q1 2024 and has held it in 10 quarters since.
  • Fermata Advisors's ALPS Active REIT ETF position peaked at $273K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.