RSWM
REIT icon

Robertson Stephens Wealth Management’s ALPS Active REIT ETF REIT Stock Holding History

Robertson Stephens Wealth Management’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
Q3 		– Sell
-42,219
Closed -$1.11M – 566
2025
Q2 		$1.11M Sell
42,219
-13,032
-24% -$343K 0.04% 259
2025
Q1 		$1.51M Sell
55,251
-61,666
-53% -$1.7M 0.05% 220
2024
Q4 		$3.19M Buy
116,917
+92,709
+383% +$2.65M 0.11% 153
2024
Q3 		$706K Buy
+24,208
New +$669K 0.03% 338

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Robertson Stephens Wealth Management's REIT Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of ALPS Active REIT ETF (REIT) in Q3 2025, closing a stake of 42,219 shares — an estimated $1.11M sold.

Robertson Stephens Wealth Management first reported a position in REIT in Q3 2024 and held it in 4 quarters. The position peaked at $3.19M in Q4 2024. 19 funds tracked by Wall St. Rank hold REIT as of Q3 2025.

  • Robertson Stephens Wealth Management reported no remaining ALPS Active REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 42,219 ALPS Active REIT ETF shares in Q3 2025, an estimated $1.11M.
  • Robertson Stephens Wealth Management first reported a position in ALPS Active REIT ETF in Q3 2024 and held it in 4 quarters.
  • Robertson Stephens Wealth Management's ALPS Active REIT ETF position peaked at $3.19M in Q4 2024.
  • 19 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.