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
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
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

Osaic Holdings's REIT Position: Q1 2026 in Review

Osaic Holdings held its ALPS Active REIT ETF (REIT) position steady in Q1 2026 at 11 shares worth $300. The position accounts for ﹤0.01% of the portfolio, ranked #7513.

Osaic Holdings first reported a position in REIT in Q4 2021 and has held it in 7 quarters since. The position peaked at $14.6K in Q3 2024. 18 funds tracked by Wall St. Rank hold REIT as of Q1 2026.

  • Osaic Holdings held 11 shares of ALPS Active REIT ETF worth $300 as of Q1 2026.
  • Osaic Holdings left its ALPS Active REIT ETF share count unchanged in Q1 2026.
  • ALPS Active REIT ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7513 holding.
  • Osaic Holdings first reported a position in ALPS Active REIT ETF in Q4 2021 and has held it in 7 quarters since.
  • Osaic Holdings's ALPS Active REIT ETF position peaked at $14.6K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.