Virtue Capital Management
REIT icon

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

Virtue 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
2026
Q3 		$788K Buy
27,767
+6,322
+29% +$192K 0.1% 168
2026
Q2 		$651K Buy
+21,445
New +$636K 0.09% 169
2025
Q2 		– Sell
-8,741
Closed -$239K – 438
2025
Q1 		$239K Buy
+8,741
New +$241K 0.03% 417
2024
Q3 		– Sell
-9,116
Closed -$248K – 363
2024
Q2 		$248K Sell
9,116
-839
-8% -$20.8K 0.04% 320
2024
Q1 		$245K Sell
9,955
-1,503
-13% -$38.5K 0.04% 327
2023
Q4 		$297K Sell
11,458
-6,440
-36% -$152K 0.06% 288
2023
Q3 		$444K Hold
17,898
– – 0.08% 241
2023
Q2 		$444K Sell
17,898
-9,888
-36% -$238K 0.08% 241
2023
Q1 		$659K Buy
27,786
+15,061
+118% +$376K 0.11% 156
2022
Q4 		$304K Buy
+12,725
New +$304K 0.05% 287

Other funds holding REIT

Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $513M AUM 16.15% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Virtue Capital Management's REIT Position: Q3 2026 in Review

Virtue Capital Management increased its ALPS Active REIT ETF (REIT) stake by 29% in Q3 2026, buying an estimated $192K and bringing the position to 27,767 shares worth $788K. The position accounts for 0.1% of the portfolio, ranked #168.

Virtue Capital Management first reported a position in REIT in Q4 2022 and has held it in 10 quarters since. 9 funds tracked by Wall St. Rank hold REIT as of Q3 2026.

  • Virtue Capital Management held 27,767 shares of ALPS Active REIT ETF worth $788K as of Q3 2026.
  • Virtue Capital Management bought 6,322 ALPS Active REIT ETF shares in Q3 2026, an estimated $192K.
  • ALPS Active REIT ETF made up 0.1% of Virtue Capital Management's portfolio in Q3 2026, its #168 holding.
  • Virtue Capital Management first reported a position in ALPS Active REIT ETF in Q4 2022 and has held it in 10 quarters since.
  • 9 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q3 2026.

Based on Virtue Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.