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Principal Securities’s ALPS Active REIT ETF REIT Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-748
Closed -$20K – 3030
2025
Q3 		$20K Sell
748
-11
-1% -$291 ﹤0.01% 2399
2025
Q2 		$20K Hold
759
– – ﹤0.01% 2320
2025
Q1 		$20.7K Hold
759
– – ﹤0.01% 2180
2024
Q4 		$20.7K Hold
759
– – ﹤0.01% 2176
2024
Q3 		$22.1K Sell
759
-337
-31% -$9.31K ﹤0.01% 2070
2024
Q2 		$27.9K Buy
1,096
+25
+2% +$620 ﹤0.01% 1893
2024
Q1 		$27.6K Hold
1,071
– – ﹤0.01% 1847
2023
Q4 		$28.1K Buy
+1,071
New +$25.2K ﹤0.01% 1749

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Principal Securities's REIT Position: Q4 2025 in Review

Principal Securities sold out of ALPS Active REIT ETF (REIT) in Q4 2025, closing a stake of 748 shares — an estimated $20K sold.

Principal Securities first reported a position in REIT in Q4 2023 and held it in 8 quarters. The position peaked at $28.1K in Q4 2023. 16 funds tracked by Wall St. Rank hold REIT as of Q4 2025.

  • Principal Securities reported no remaining ALPS Active REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 748 ALPS Active REIT ETF shares in Q4 2025, an estimated $20K.
  • Principal Securities first reported a position in ALPS Active REIT ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's ALPS Active REIT ETF position peaked at $28.1K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.