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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
Q2 		$503K Hold
16,560
– – ﹤0.01% 1823
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 $9.1B AUM 32.09% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

&Partners's REIT Position: Q2 2026 in Review

&Partners held its ALPS Active REIT ETF (REIT) position steady in Q2 2026 at 16,560 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

&Partners first reported a position in REIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.84M in Q1 2025. 16 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

  • &Partners held 16,560 shares of ALPS Active REIT ETF worth $503K as of Q2 2026.
  • &Partners left its ALPS Active REIT ETF share count unchanged in Q2 2026.
  • ALPS Active REIT ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1823 holding.
  • &Partners first reported a position in ALPS Active REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • &Partners's ALPS Active REIT ETF position peaked at $1.84M in Q1 2025.
  • 16 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.