LFG
REIT icon

Larson Financial Group’s ALPS Active REIT ETF REIT Stock Holding History

Larson Financial Group’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 		– Sell
-104
Closed -$2.84K – 3896
2026
Q1 		$2.84K Buy
+104
New +$2.88K ﹤0.01% 2853

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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

Larson Financial Group's REIT Position: Q2 2026 in Review

Larson Financial Group sold out of ALPS Active REIT ETF (REIT) in Q2 2026, closing a stake of 104 shares — an estimated $2.84K sold.

Larson Financial Group first reported a position in REIT in Q1 2026 and held it in 1 quarter. The position peaked at $2.84K in Q1 2026. 15 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

  • Larson Financial Group reported no remaining ALPS Active REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 104 ALPS Active REIT ETF shares in Q2 2026, an estimated $2.84K.
  • Larson Financial Group first reported a position in ALPS Active REIT ETF in Q1 2026 and held it in 1 quarter.
  • Larson Financial Group's ALPS Active REIT ETF position peaked at $2.84K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.