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Parallel Advisors’s ALPS Active REIT ETF REIT Stock Holding History

Parallel 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
2024
Q4 		– Sell
-3,372
Closed -$98.4K – 3601
2024
Q3 		$98.4K Hold
3,372
– – ﹤0.01% 1265
2024
Q2 		$85.7K Hold
3,372
– – ﹤0.01% 1249
2024
Q1 		$87K Hold
3,372
– – ﹤0.01% 1231
2023
Q4 		$88.5K Hold
3,372
– – ﹤0.01% 1161
2023
Q3 		$76.8K Hold
3,372
– – ﹤0.01% 1196
2023
Q2 		$82.7K Hold
3,372
– – ﹤0.01% 1161
2023
Q1 		$82.1K Hold
3,372
– – ﹤0.01% 1139
2022
Q4 		$80.5K Hold
3,372
– – ﹤0.01% 1077
2022
Q3 		$78K Hold
3,372
– – ﹤0.01% 1070
2022
Q2 		$86K Hold
3,372
– – ﹤0.01% 1024
2022
Q1 		$102K Buy
+3,372
New +$97.7K ﹤0.01% 986

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
ACMA
Arbor Capital Management (Alaska) Anchorage, Alaska $123M AUM 17.89% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Parallel Advisors's REIT Position: Q4 2024 in Review

Parallel Advisors sold out of ALPS Active REIT ETF (REIT) in Q4 2024, closing a stake of 3,372 shares — an estimated $98.4K sold.

Parallel Advisors first reported a position in REIT in Q1 2022 and held it in 11 quarters. The position peaked at $102K in Q1 2022. 17 funds tracked by Wall St. Rank hold REIT as of Q4 2024.

  • Parallel Advisors reported no remaining ALPS Active REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Parallel Advisors sold 3,372 ALPS Active REIT ETF shares in Q4 2024, an estimated $98.4K.
  • Parallel Advisors first reported a position in ALPS Active REIT ETF in Q1 2022 and held it in 11 quarters.
  • Parallel Advisors's ALPS Active REIT ETF position peaked at $102K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q4 2024.

Based on Parallel Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.