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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
Q2 		$235K Sell
7,730
-469
-6% -$13.9K ﹤0.01% 1445
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 $9.1B AUM 32.09% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Summit Financial's REIT Position: Q2 2026 in Review

Summit Financial reduced its ALPS Active REIT ETF (REIT) stake by 5.7% in Q2 2026, selling an estimated $13.9K and leaving 7,730 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Summit Financial first reported a position in REIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $357K in Q3 2025. 16 funds tracked by Wall St. Rank hold REIT as of Q2 2026.

  • Summit Financial held 7,730 shares of ALPS Active REIT ETF worth $235K as of Q2 2026.
  • Summit Financial sold 469 ALPS Active REIT ETF shares in Q2 2026, an estimated $13.9K.
  • ALPS Active REIT ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1445 holding.
  • Summit Financial first reported a position in ALPS Active REIT ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's ALPS Active REIT ETF position peaked at $357K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.