Park Edge Advisors’s ALPS Active REIT ETF REIT Stock Holding History

Park Edge 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	$254K	Buy	8,353 +387	+5%	+$11.5K	0.05%	137
2026 Q1	$218K	Buy	7,966 +298	+4%	+$8.24K	0.05%	132
2025 Q4	$201K	Buy	+7,668	New	+$204K	0.05%	144
2025 Q2	–	Sell	-14,788	Closed	-$404K	–	145
2025 Q1	$404K	Buy	14,788 +798	+6%	+$22K	0.11%	92
2024 Q4	$381K	Buy	+13,990	New	+$399K	0.11%	97

Other funds holding REIT

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Park Edge Advisors's REIT Position: Q2 2026 in Review

Park Edge Advisors increased its ALPS Active REIT ETF (REIT) stake by 4.9% in Q2 2026, buying an estimated $11.5K and bringing the position to 8,353 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #137.

Park Edge Advisors first reported a position in REIT in Q4 2024 and has held it in 5 quarters since. The position peaked at $404K in Q1 2025. 4 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

Park Edge Advisors held 8,353 shares of ALPS Active REIT ETF worth $254K as of Q2 2026.
Park Edge Advisors bought 387 ALPS Active REIT ETF shares in Q2 2026, an estimated $11.5K.
ALPS Active REIT ETF made up 0.05% of Park Edge Advisors's portfolio in Q2 2026, its #137 holding.
Park Edge Advisors first reported a position in ALPS Active REIT ETF in Q4 2024 and has held it in 5 quarters since.
Park Edge Advisors's ALPS Active REIT ETF position peaked at $404K in Q1 2025.
4 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.