Morgan Stanley’s ALPS Active REIT ETF REIT Stock Holding History

Morgan Stanley’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	$6.17K	Buy	203 +202	+20,200%	+$5.99K	﹤0.01%	7163
2026 Q1	$34	Buy	+1	New	+$28	﹤0.01%	8065
2025 Q4	–	Sell	-1	Closed	-$31	–	8414
2025 Q3	$31	Buy	+1	New	+$26	﹤0.01%	7977
2025 Q2	–	Sell	-1	Closed	-$48	–	8242
2025 Q1	$48	Hold	1	–	–	﹤0.01%	7734
2024 Q4	$47	Sell	1 -116	-99%	-$3.31K	﹤0.01%	7625
2024 Q3	$3.43K	Buy	117 +116	+11,600%	+$3.2K	﹤0.01%	7009
2024 Q2	$43	Hold	1	–	–	﹤0.01%	7552
2024 Q1	$28	Hold	1	–	–	﹤0.01%	7655
2023 Q4	$35	Buy	+1	New	+$24	﹤0.01%	7574
2021 Q4	–	Sell	-1	Closed	–	–	8085
2021 Q3	$0	Buy	+1	New	+$29	﹤0.01%	8006

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

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 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

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

Morgan Stanley's REIT Position: Q2 2026 in Review

Morgan Stanley increased its ALPS Active REIT ETF (REIT) stake by 20,200% in Q2 2026, buying an estimated $5.99K and bringing the position to 203 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #7163.

Morgan Stanley first reported a position in REIT in Q3 2021 and has held it in 10 quarters since. 15 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

Morgan Stanley held 203 shares of ALPS Active REIT ETF worth $6.17K as of Q2 2026.
Morgan Stanley bought 202 ALPS Active REIT ETF shares in Q2 2026, an estimated $5.99K.
ALPS Active REIT ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7163 holding.
Morgan Stanley first reported a position in ALPS Active REIT ETF in Q3 2021 and has held it in 10 quarters since.
15 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.