ALPS Active REIT ETF
REIT
23 hedge funds and large institutions have $12.2M invested in ALPS Active REIT ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
35% more funds holding
Funds holding: 17 → 23 (+6)
20% more capital invested
Capital invested by funds: $10.2M → $12.2M (+$2.04M)
2.47% more ownership
Funds ownership: 24.65% → 27.12% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P
&Partners
Nashville,
Tennessee
|
+$1.88M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
+$830K |
| 3 |
Goldman Sachs
New York
|
+$417K |
| 4 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$241K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$1.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$86K |
| 3 |
GS
GTS Securities
New York
|
-$57.2K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$21.5K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$17.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| – | -$13.6K | -500 | Closed |
|
REIT Hedge Fund Activity: Q1 2025 in Review
23 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ALPS Active REIT ETF (REIT) for Q1 2025, worth a combined $12.2M — up 20% from $10.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new REIT positions and 3 closed out — a net gain of 6 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was &Partners, opening a new position worth an estimated $1.88M. The largest seller was Robertson Stephens Wealth Management, cutting an estimated $1.7M.
- 23 institutional investors held ALPS Active REIT ETF (REIT) as of Q1 2025, up from 17 in Q4 2024.
- Funds reported $12.2M of ALPS Active REIT ETF stock for Q1 2025, up 20% quarter-over-quarter.
- 9 funds opened new ALPS Active REIT ETF positions in Q1 2025 and 3 closed out, a net change of +6 holders.
- The largest ALPS Active REIT ETF buyer in Q1 2025 was &Partners, an estimated $1.88M added.
- The largest ALPS Active REIT ETF seller in Q1 2025 was Robertson Stephens Wealth Management, an estimated $1.7M sold.
Based on aggregated 13F filings for Q1 2025.