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
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 Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

Virtue Capital Management's REIT Position: Q2 2025 in Review

Virtue Capital Management sold out of ALPS Active REIT ETF (REIT) in Q2 2025, closing a stake of 8,741 shares — an estimated $239K sold.

Virtue Capital Management first reported a position in REIT in Q4 2022 and held it in 8 quarters. The position peaked at $659K in Q1 2023. 19 funds tracked by Wall St. Rank hold REIT as of Q2 2025.

Virtue Capital Management reported no remaining ALPS Active REIT ETF position as of Q2 2025 after selling out during the quarter.
Virtue Capital Management sold 8,741 ALPS Active REIT ETF shares in Q2 2025, an estimated $239K.
Virtue Capital Management first reported a position in ALPS Active REIT ETF in Q4 2022 and held it in 8 quarters.
Virtue Capital Management's ALPS Active REIT ETF position peaked at $659K in Q1 2023.
19 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.