Fidelity Investments
REIT icon

Fidelity Investments’s ALPS Active REIT ETF REIT Stock Holding History

Fidelity Investments’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
2024
Q1 		– Sell
-1
Closed -$26 – 5647
2023
Q4 		$26 Buy
+1
New +$24 ﹤0.01% 5151
2023
Q1 		– Sell
-1
Closed -$24 – 5483
2022
Q4 		$24 Buy
+1
New +$24 ﹤0.01% 5081
2022
Q2 		– Sell
-1
Closed – – 5393
2022
Q1 		$0 Buy
+1
New +$29 ﹤0.01% 5394

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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments's REIT Position: Q1 2024 in Review

Fidelity Investments sold out of ALPS Active REIT ETF (REIT) in Q1 2024, closing a stake of 1 share — an estimated $26 sold.

Fidelity Investments first reported a position in REIT in Q1 2022 and held it in 3 quarters. The position peaked at $26 in Q4 2023. 10 funds tracked by Wall St. Rank hold REIT as of Q1 2024.

  • Fidelity Investments reported no remaining ALPS Active REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 ALPS Active REIT ETF share in Q1 2024, an estimated $26.
  • Fidelity Investments first reported a position in ALPS Active REIT ETF in Q1 2022 and held it in 3 quarters.
  • Fidelity Investments's ALPS Active REIT ETF position peaked at $26 in Q4 2023.
  • 10 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.