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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
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 $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

Larson Financial Group's REIT Position: Q1 2026 in Review

Larson Financial Group opened a new position in ALPS Active REIT ETF (REIT) in Q1 2026: 104 shares worth $2.84K. The stake represents ﹤0.01% of the portfolio and ranks #2853 among its holdings.

18 funds tracked by Wall St. Rank hold REIT as of Q1 2026.

  • Larson Financial Group held 104 shares of ALPS Active REIT ETF worth $2.84K as of Q1 2026.
  • ALPS Active REIT ETF was a new Larson Financial Group position in Q1 2026.
  • ALPS Active REIT ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2853 holding.
  • 18 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.