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

Harbour 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
2026
Q1 		$55.7K Buy
2,038
+189
+10% +$5.23K ﹤0.01% 2283
2025
Q4 		$48.6K Hold
1,849
– – ﹤0.01% 1987
2025
Q3 		$49.6K Hold
1,849
– – ﹤0.01% 1914
2025
Q2 		$48.6K Hold
1,849
– – ﹤0.01% 1850
2025
Q1 		$50.5K Sell
1,849
-622
-25% -$17.1K ﹤0.01% 1756
2024
Q4 		$67.4K Buy
2,471
+2,305
+1,389% +$65.8K ﹤0.01% 1571
2024
Q3 		$4.84K Buy
+166
New +$4.58K ﹤0.01% 2638

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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Harbour Investments's REIT Position: Q1 2026 in Review

Harbour Investments increased its ALPS Active REIT ETF (REIT) stake by 10% in Q1 2026, buying an estimated $5.23K and bringing the position to 2,038 shares worth $55.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

Harbour Investments first reported a position in REIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $67.4K in Q4 2024. 18 funds tracked by Wall St. Rank hold REIT as of Q1 2026.

  • Harbour Investments held 2,038 shares of ALPS Active REIT ETF worth $55.7K as of Q1 2026.
  • Harbour Investments bought 189 ALPS Active REIT ETF shares in Q1 2026, an estimated $5.23K.
  • ALPS Active REIT ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2283 holding.
  • Harbour Investments first reported a position in ALPS Active REIT ETF in Q3 2024 and has held it in 7 quarters since.
  • Harbour Investments's ALPS Active REIT ETF position peaked at $67.4K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.