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Summit Financial’s ALPS Active REIT ETF REIT Stock Holding History

Summit Financial’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
Q1 		$224K Sell
8,199
-2,282
-22% -$63.1K ﹤0.01% 1307
2025
Q4 		$275K Sell
10,481
-2,839
-21% -$75.4K ﹤0.01% 1111
2025
Q3 		$357K Buy
+13,320
New +$353K 0.01% 1005

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Summit Financial's REIT Position: Q1 2026 in Review

Summit Financial reduced its ALPS Active REIT ETF (REIT) stake by 22% in Q1 2026, selling an estimated $63.1K and leaving 8,199 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Summit Financial first reported a position in REIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $357K in Q3 2025. 18 funds tracked by Wall St. Rank hold REIT as of Q1 2026.

  • Summit Financial held 8,199 shares of ALPS Active REIT ETF worth $224K as of Q1 2026.
  • Summit Financial sold 2,282 ALPS Active REIT ETF shares in Q1 2026, an estimated $63.1K.
  • ALPS Active REIT ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1307 holding.
  • Summit Financial first reported a position in ALPS Active REIT ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's ALPS Active REIT ETF position peaked at $357K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.