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Tradewinds Capital Management’s ALPS Active REIT ETF REIT Stock Holding History

Tradewinds Capital 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
2024
Q1 		– Sell
-33
Closed -$867 – 575
2023
Q4 		$867 Hold
33
– – ﹤0.01% 392
2023
Q3 		$753 Hold
33
– – ﹤0.01% 404
2023
Q2 		$810 Hold
33
– – ﹤0.01% 395
2023
Q1 		$804 Buy
+33
New +$823 ﹤0.01% 395

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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradewinds Capital Management's REIT Position: Q1 2024 in Review

Tradewinds Capital Management sold out of ALPS Active REIT ETF (REIT) in Q1 2024, closing a stake of 33 shares — an estimated $867 sold.

Tradewinds Capital Management first reported a position in REIT in Q1 2023 and held it in 4 quarters. The position peaked at $867 in Q4 2023. 10 funds tracked by Wall St. Rank hold REIT as of Q1 2024.

  • Tradewinds Capital Management reported no remaining ALPS Active REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Tradewinds Capital Management sold 33 ALPS Active REIT ETF shares in Q1 2024, an estimated $867.
  • Tradewinds Capital Management first reported a position in ALPS Active REIT ETF in Q1 2023 and held it in 4 quarters.
  • Tradewinds Capital Management's ALPS Active REIT ETF position peaked at $867 in Q4 2023.
  • 10 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q1 2024.

Based on Tradewinds Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.