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IMA Advisory Services’s ALPS Active REIT ETF REIT Stock Holding History

IMA Advisory Services’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 		$18.2K Buy
+600
New +$17.8K ﹤0.01% 644

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
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

IMA Advisory Services's REIT Position: Q2 2026 in Review

IMA Advisory Services opened a new position in ALPS Active REIT ETF (REIT) in Q2 2026: 600 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings.

16 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

  • IMA Advisory Services held 600 shares of ALPS Active REIT ETF worth $18.2K as of Q2 2026.
  • ALPS Active REIT ETF was a new IMA Advisory Services position in Q2 2026.
  • ALPS Active REIT ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #644 holding.
  • 16 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.