Kestra Advisory Services
REIT icon

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

Kestra 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
Q1 		– Sell
-1,434
Closed -$37.7K – 4134
2025
Q4 		$37.7K Buy
+1,434
New +$38.1K ﹤0.01% 4145

Other funds holding REIT

Ellsworth Advisors
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Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
&Partners
&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
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return

Kestra Advisory Services's REIT Position: Q1 2026 in Review

Kestra Advisory Services sold out of ALPS Active REIT ETF (REIT) in Q1 2026, closing a stake of 1,434 shares — an estimated $37.7K sold.

Kestra Advisory Services first reported a position in REIT in Q4 2025 and held it in 1 quarter. The position peaked at $37.7K in Q4 2025. 18 funds tracked by Wall St. Rank hold REIT as of Q1 2026.

  • Kestra Advisory Services reported no remaining ALPS Active REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,434 ALPS Active REIT ETF shares in Q1 2026, an estimated $37.7K.
  • Kestra Advisory Services first reported a position in ALPS Active REIT ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's ALPS Active REIT ETF position peaked at $37.7K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.