ALPS Active REIT ETF
REIT
19 hedge funds and large institutions have $8.96M invested in ALPS Active REIT ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 5 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
2.35% less ownership
Funds ownership: 23.17% → 20.82% (-2.3%)
12% less capital invested
Capital invested by funds: $10.2M → $8.96M (-$1.25M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P
&Partners
Nashville,
Tennessee
|
+$550K |
| 2 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$353K |
| 3 |
EA
Ellsworth Advisors
Hudson,
Ohio
|
+$214K |
| 4 |
GS
GTS Securities
Miami,
Florida
|
+$208K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$136K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$1.11M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
-$1.08M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$439K |
| 4 |
Goldman Sachs
New York
|
-$398K |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
-$2.96K |
REIT Hedge Fund Activity: Q3 2025 in Review
19 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in ALPS Active REIT ETF (REIT) for Q3 2025, worth a combined $8.96M — down 12% from $10.2M a quarter earlier.
Fund positioning in REIT was balanced in Q3 2025: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 2 trimmed.
The largest buyer was &Partners, adding an estimated $550K. The largest seller was Robertson Stephens Wealth Management, exiting entirely with an estimated $1.11M sold.
- 19 institutional investors held ALPS Active REIT ETF (REIT) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $8.96M of ALPS Active REIT ETF stock for Q3 2025, down 12% quarter-over-quarter.
- 5 funds opened new ALPS Active REIT ETF positions in Q3 2025 and 5 closed out, a net change of 0 holders.
- The largest ALPS Active REIT ETF buyer in Q3 2025 was &Partners, an estimated $550K added.
- The largest ALPS Active REIT ETF seller in Q3 2025 was Robertson Stephens Wealth Management, an estimated $1.11M sold.
Based on aggregated 13F filings for Q3 2025.