Kestra Private Wealth Services
REIT icon

Kestra Private Wealth Services’s ALPS Active REIT ETF REIT Stock Holding History

Kestra Private Wealth 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
Q3 		– Sell
-31,615
Closed -$960K – 1864
2026
Q2 		$960K Sell
31,615
-978
-3% -$29K 0.01% 920
2026
Q1 		$891K Buy
32,593
+21
+0.1% +$581 0.01% 893
2025
Q4 		$856K Buy
32,572
+209
+0.6% +$5.55K 0.01% 876
2025
Q3 		$867K Buy
32,363
+3,490
+12% +$92.4K 0.01% 843
2025
Q2 		$760K Buy
28,873
+1,142
+4% +$30.1K 0.01% 851
2025
Q1 		$757K Buy
27,731
+1,747
+7% +$48.1K 0.01% 785
2024
Q4 		$708K Buy
25,984
+106
+0.4% +$3.02K 0.01% 771
2024
Q3 		$755K Sell
25,878
-845
-3% -$23.3K 0.01% 713
2024
Q2 		$680K Buy
26,723
+1,335
+5% +$33.1K 0.01% 716
2024
Q1 		$655K Buy
+25,388
New +$650K 0.01% 695

Other funds holding REIT

Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return
OneAscent Wealth Management
OneAscent Wealth Management Birmingham, Alabama $315M AUM 13.63% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $513M AUM 16.15% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Kestra Private Wealth Services's REIT Position: Q3 2026 in Review

Kestra Private Wealth Services sold out of ALPS Active REIT ETF (REIT) in Q3 2026, closing a stake of 31,615 shares — an estimated $960K sold.

Kestra Private Wealth Services first reported a position in REIT in Q1 2024 and held it in 10 quarters. The position peaked at $960K in Q2 2026. 12 funds tracked by Wall St. Rank hold REIT as of Q3 2026.

  • Kestra Private Wealth Services reported no remaining ALPS Active REIT ETF position as of Q3 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 31,615 ALPS Active REIT ETF shares in Q3 2026, an estimated $960K.
  • Kestra Private Wealth Services first reported a position in ALPS Active REIT ETF in Q1 2024 and held it in 10 quarters.
  • Kestra Private Wealth Services's ALPS Active REIT ETF position peaked at $960K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.