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 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 Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

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 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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Kestra Private Wealth Services's REIT Position: Q1 2026 in Review

Kestra Private Wealth Services increased its ALPS Active REIT ETF (REIT) stake by 0.06% in Q1 2026, buying an estimated $581 and bringing the position to 32,593 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #893.

Kestra Private Wealth Services first reported a position in REIT in Q1 2024 and has held it in 9 quarters since. 18 funds tracked by Wall St. Rank hold REIT as of Q1 2026.

Kestra Private Wealth Services held 32,593 shares of ALPS Active REIT ETF worth $891K as of Q1 2026.
Kestra Private Wealth Services bought 21 ALPS Active REIT ETF shares in Q1 2026, an estimated $581.
ALPS Active REIT ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #893 holding.
Kestra Private Wealth Services first reported a position in ALPS Active REIT ETF in Q1 2024 and has held it in 9 quarters since.
18 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.