Main Street Group’s ALPS Active REIT ETF REIT Stock Holding History

Main Street 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	$93.3K	Buy	3,071 +21	+0.7%	+$622	0.02%	190
2026 Q1	$83.4K	Buy	+3,050	New	+$84.3K	0.02%	191
2025 Q4	–	Sell	-2,390	Closed	-$64.1K	–	481
2025 Q3	$64.1K	Buy	2,390 +18	+0.8%	+$476	0.02%	215
2025 Q2	$62.4K	Buy	2,372 +1,548	+188%	+$40.8K	0.02%	214
2025 Q1	$22.5K	Buy	+824	New	+$22.7K	0.01%	392

Other funds holding REIT

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

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

Main Street Group's REIT Position: Q2 2026 in Review

Main Street Group increased its ALPS Active REIT ETF (REIT) stake by 0.69% in Q2 2026, buying an estimated $622 and bringing the position to 3,071 shares worth $93.3K. The position accounts for 0.02% of the portfolio, ranked #190.

Main Street Group first reported a position in REIT in Q1 2025 and has held it in 5 quarters since. 5 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

Main Street Group held 3,071 shares of ALPS Active REIT ETF worth $93.3K as of Q2 2026.
Main Street Group bought 21 ALPS Active REIT ETF shares in Q2 2026, an estimated $622.
ALPS Active REIT ETF made up 0.02% of Main Street Group's portfolio in Q2 2026, its #190 holding.
Main Street Group first reported a position in ALPS Active REIT ETF in Q1 2025 and has held it in 5 quarters since.
5 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.