Mercer Global Advisors
REIT icon

Mercer Global Advisors’s ALPS Active REIT ETF REIT Stock Holding History

Mercer Global Advisors’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 		$6.31K Buy
+208
New +$6.17K ﹤0.01% 5280

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
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Mercer Global Advisors's REIT Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in ALPS Active REIT ETF (REIT) in Q2 2026: 208 shares worth $6.31K. The stake represents ﹤0.01% of the portfolio and ranks #5280 among its holdings.

14 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

  • Mercer Global Advisors held 208 shares of ALPS Active REIT ETF worth $6.31K as of Q2 2026.
  • ALPS Active REIT ETF was a new Mercer Global Advisors position in Q2 2026.
  • ALPS Active REIT ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5280 holding.
  • 14 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.