JO
REIT icon

John Overdeck’s ALPS Active REIT ETF REIT Stock Holding History

John Overdeck’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 		$304K Sell
10,000
-1,500
-13% -$44.5K ﹤0.01% 4520
2026
Q1 		$314K Buy
11,500
+1,900
+20% +$52.5K ﹤0.01% 4045
2025
Q4 		$252K Buy
+9,600
New +$255K ﹤0.01% 3667

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

John Overdeck's REIT Position: Q2 2026 in Review

John Overdeck reduced its ALPS Active REIT ETF (REIT) stake by 13% in Q2 2026, selling an estimated $44.5K and leaving 10,000 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #4520.

John Overdeck first reported a position in REIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $314K in Q1 2026. 16 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

  • John Overdeck held 10,000 shares of ALPS Active REIT ETF worth $304K as of Q2 2026.
  • John Overdeck sold 1,500 ALPS Active REIT ETF shares in Q2 2026, an estimated $44.5K.
  • ALPS Active REIT ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4520 holding.
  • John Overdeck first reported a position in ALPS Active REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • John Overdeck's ALPS Active REIT ETF position peaked at $314K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.