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ALPS Active REIT ETF

16 hedge funds and large institutions have $8.14M invested in ALPS Active REIT ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.99% less ownership

Funds ownership: 20.82%17.83% (-3%)

9% less capital invested

Capital invested by funds: $8.96M → $8.14M (-$820K)

16% less funds holding

Funds holding: 1916 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
16
Holders Change
-3
Holders Change %
-15.79%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
1
Ellsworth Advisors
Ohio
$3.91M +$168K +6,326 +5%
AWA
2
Arete Wealth Advisors
Illinois
$1.25M +$87K +3,277 +7%
KPWS
3
Kestra Private Wealth Services
Texas
$856K +$5.55K +209 +0.6%
P
4
&Partners
Tennessee
$700K -$749K -28,211 -51%
SF
5
Summit Financial
New Jersey
$275K -$75.4K -2,839 -21%
GS
6
GTS Securities
New York
$270K -$218K -8,191 -44%
Two Sigma Investments
7
Two Sigma Investments
New York
$252K +$255K +9,600 New
FA
8
Fermata Advisors
California
$238K -$690 -26 -0.3%
PEA
9
Park Edge Advisors
Ohio
$201K +$204K +7,668 New
National Bank of Canada
10
National Bank of Canada
Quebec, Canada
$84.5K -$14.1K -532 -14%
HI
11
Harbour Investments
Wisconsin
$48.6K
KAS
12
Kestra Advisory Services
Texas
$37.7K +$38.1K +1,434 New
CA
13
Clearstead Advisors
Ohio
$4.86K +$4.91K +185 New
TFGT
14
TS Financial Group (TSFG)
Illinois
$2K
WWA
15
Wealth Watch Advisors
Colorado
$946
Osaic Holdings
16
Osaic Holdings
Arizona
$288 +$292 +11 New
AO
17
Advisor OS
Illinois
-$327K -12,193 Closed
UBS Group
18
UBS Group
Switzerland
-$70.3K -2,624 Closed
MSG
19
Main Street Group
Virginia
-$64.1K -2,390 Closed
FFA
20
Farther Finance Advisors
California
-$36.3K -1,354 Closed
PS
21
Principal Securities
Iowa
-$20K -748 Closed
MCM
22
Manchester Capital Management
Vermont
-$161 -6 Closed
AWM
23
AE Wealth Management
Kansas
-$86 -3 Closed
Morgan Stanley
24
Morgan Stanley
New York
-$31 -1 Closed

REIT Hedge Fund Activity: Q4 2025 in Review

16 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in ALPS Active REIT ETF (REIT) for Q4 2025, worth a combined $8.14M — down 9.2% from $8.96M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of REIT and 5 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 3 added.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $255K. The largest seller was &Partners, cutting an estimated $749K.

  • 16 institutional investors held ALPS Active REIT ETF (REIT) as of Q4 2025, down from 19 in Q3 2025.
  • Funds reported $8.14M of ALPS Active REIT ETF stock for Q4 2025, down 9.2% quarter-over-quarter.
  • 5 funds opened new ALPS Active REIT ETF positions in Q4 2025 and 8 closed out, a net change of -3 holders.
  • The largest ALPS Active REIT ETF buyer in Q4 2025 was Two Sigma Investments, an estimated $255K added.
  • The largest ALPS Active REIT ETF seller in Q4 2025 was &Partners, an estimated $749K sold.

Based on aggregated 13F filings for Q4 2025.