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REIT icon

&Partners’s ALPS Active REIT ETF REIT Stock Holding History

&Partners’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 		$453K Sell
16,560
-10,092
-38% -$279K ﹤0.01% 1751
2025
Q4 		$700K Sell
26,652
-28,211
-51% -$749K ﹤0.01% 1435
2025
Q3 		$1.44M Buy
54,863
+20,774
+61% +$550K 0.01% 914
2025
Q2 		$897K Sell
34,089
-34,124
-50% -$899K 0.01% 1036
2025
Q1 		$1.84M Buy
+68,213
New +$1.88M 0.02% 571

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

&Partners's REIT Position: Q1 2026 in Review

&Partners reduced its ALPS Active REIT ETF (REIT) stake by 38% in Q1 2026, selling an estimated $279K and leaving 16,560 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

&Partners first reported a position in REIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.84M in Q1 2025. 18 funds tracked by Wall St. Rank hold REIT as of Q1 2026.

  • &Partners held 16,560 shares of ALPS Active REIT ETF worth $453K as of Q1 2026.
  • &Partners sold 10,092 ALPS Active REIT ETF shares in Q1 2026, an estimated $279K.
  • ALPS Active REIT ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1751 holding.
  • &Partners first reported a position in ALPS Active REIT ETF in Q1 2025 and has held it in 5 quarters since.
  • &Partners's ALPS Active REIT ETF position peaked at $1.84M in Q1 2025.
  • 18 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.