Sandy Spring Bank’s ALPS Active REIT ETF REIT Stock Holding History

Sandy Spring Bank’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 Q1	$8K	Buy	+293	New	+$8.07K	﹤0.01%	880

Other funds holding REIT

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Arbor Capital Management (Alaska) Anchorage, Alaska $123M AUM 17.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

Sandy Spring Bank's REIT Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in ALPS Active REIT ETF (REIT) in Q1 2025: 293 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #880 among its holdings.

23 funds tracked by Wall St. Rank hold REIT as of Q1 2025.

Sandy Spring Bank held 293 shares of ALPS Active REIT ETF worth $8K as of Q1 2025.
ALPS Active REIT ETF was a new Sandy Spring Bank position in Q1 2025.
ALPS Active REIT ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #880 holding.
23 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.