Osaic Holdings
REIT icon

Osaic Holdings’s ALPS Active REIT ETF REIT Stock Holding History

Osaic Holdings’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 		$69.1K Buy
2,274
+2,263
+20,573% +$67.1K ﹤0.01% 5235
2026
Q1 		$300 Hold
11
– – ﹤0.01% 7513
2025
Q4 		$288 Buy
+11
New +$292 ﹤0.01% 7530
2025
Q1 		– Sell
-500
Closed -$13.6K – 7667
2024
Q4 		$13.6K Hold
500
– – ﹤0.01% 5597
2024
Q3 		$14.6K Hold
500
– – ﹤0.01% 5569
2024
Q2 		$12.7K Hold
500
– – ﹤0.01% 5633
2024
Q1 		$12.9K Buy
+500
New +$12.8K ﹤0.01% 5617
2022
Q1 		– Sell
-250
Closed -$8K – 7447
2021
Q4 		$8K Buy
+250
New +$7.51K ﹤0.01% 6411

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

Osaic Holdings's REIT Position: Q2 2026 in Review

Osaic Holdings increased its ALPS Active REIT ETF (REIT) stake by 20,573% in Q2 2026, buying an estimated $67.1K and bringing the position to 2,274 shares worth $69.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5235.

Osaic Holdings first reported a position in REIT in Q4 2021 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

  • Osaic Holdings held 2,274 shares of ALPS Active REIT ETF worth $69.1K as of Q2 2026.
  • Osaic Holdings bought 2,263 ALPS Active REIT ETF shares in Q2 2026, an estimated $67.1K.
  • ALPS Active REIT ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5235 holding.
  • Osaic Holdings first reported a position in ALPS Active REIT ETF in Q4 2021 and has held it in 8 quarters since.
  • 15 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.