KPWS
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
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

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kestra Private Wealth Services's REIT Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its ALPS Active REIT ETF (REIT) stake by 3% in Q2 2026, selling an estimated $29K and leaving 31,615 shares worth $960K. The position accounts for 0.01% of the portfolio, ranked #920.

Kestra Private Wealth Services first reported a position in REIT in Q1 2024 and has held it in 10 quarters since. 16 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

  • Kestra Private Wealth Services held 31,615 shares of ALPS Active REIT ETF worth $960K as of Q2 2026.
  • Kestra Private Wealth Services sold 978 ALPS Active REIT ETF shares in Q2 2026, an estimated $29K.
  • ALPS Active REIT ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #920 holding.
  • Kestra Private Wealth Services first reported a position in ALPS Active REIT ETF in Q1 2024 and has held it in 10 quarters since.
  • 16 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.