Root Financial Partners
REIT icon

Root Financial Partners’s ALPS Active REIT ETF REIT Stock Holding History

Root Financial 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
Q3 		$284 Buy
+10
New +$304 ﹤0.01% 3415

Other funds holding REIT

Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 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
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's REIT Position: Q3 2026 in Review

Root Financial Partners opened a new position in ALPS Active REIT ETF (REIT) in Q3 2026: 10 shares worth $284. The stake represents ﹤0.01% of the portfolio and ranks #3415 among its holdings.

6 funds tracked by Wall St. Rank hold REIT as of Q3 2026.

  • Root Financial Partners held 10 shares of ALPS Active REIT ETF worth $284 as of Q3 2026.
  • ALPS Active REIT ETF was a new Root Financial Partners position in Q3 2026.
  • ALPS Active REIT ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3415 holding.
  • 6 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.