KAS
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

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 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

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.