UBS Group
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UBS Group’s ALPS Active REIT ETF REIT Stock Holding History

UBS Group’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
Q4 		– Sell
-2,624
Closed -$70.3K – 11062
2025
Q3 		$70.3K Buy
+2,624
New +$69.5K ﹤0.01% 7330
2023
Q3 		– Sell
-277
Closed -$6.79K – 9875
2023
Q2 		$6.79K Buy
+277
New +$6.67K ﹤0.01% 7337

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

UBS Group's REIT Position: Q4 2025 in Review

UBS Group sold out of ALPS Active REIT ETF (REIT) in Q4 2025, closing a stake of 2,624 shares — an estimated $70.3K sold.

UBS Group first reported a position in REIT in Q2 2023 and held it in 2 quarters. The position peaked at $70.3K in Q3 2025. 16 funds tracked by Wall St. Rank hold REIT as of Q4 2025.

  • UBS Group reported no remaining ALPS Active REIT ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 2,624 ALPS Active REIT ETF shares in Q4 2025, an estimated $70.3K.
  • UBS Group first reported a position in ALPS Active REIT ETF in Q2 2023 and held it in 2 quarters.
  • UBS Group's ALPS Active REIT ETF position peaked at $70.3K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.