Park Edge Advisors
REIT icon

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
Q3 		$264K Buy
9,302
+949
+11% +$28.8K 0.06% 142
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
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $513M AUM 16.15% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Park Edge Advisors's REIT Position: Q3 2026 in Review

Park Edge Advisors increased its ALPS Active REIT ETF (REIT) stake by 11% in Q3 2026, buying an estimated $28.8K and bringing the position to 9,302 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #142.

Park Edge Advisors first reported a position in REIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $404K in Q1 2025. 9 funds tracked by Wall St. Rank hold REIT as of Q3 2026.

  • Park Edge Advisors held 9,302 shares of ALPS Active REIT ETF worth $264K as of Q3 2026.
  • Park Edge Advisors bought 949 ALPS Active REIT ETF shares in Q3 2026, an estimated $28.8K.
  • ALPS Active REIT ETF made up 0.06% of Park Edge Advisors's portfolio in Q3 2026, its #142 holding.
  • Park Edge Advisors first reported a position in ALPS Active REIT ETF in Q4 2024 and has held it in 6 quarters since.
  • Park Edge Advisors's ALPS Active REIT ETF position peaked at $404K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q3 2026.

Based on Park Edge Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.