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ALPS Active REIT ETF
REIT

18 hedge funds and large institutions have $6.92M invested in ALPS Active REIT ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

13% more funds holding

Funds holding: 16 → 18 (+2)

3.08% less ownership

Funds ownership: 17.83% → 14.75% (-3.1%)

15% less capital invested

Capital invested by funds: $8.14M → $6.92M (-$1.22M)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EA
Ellsworth Advisors
Ohio
+$115K
2
MSG
Main Street Group
Virginia
+$84.3K
3
Two Sigma Investments
Two Sigma Investments
New York
+$52.5K
4
PEA
Park Edge Advisors
Ohio
+$8.24K
5
HI
Harbour Investments
Wisconsin
+$5.23K

Top Sellers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
-$1.25M
2
P
&Partners
Tennessee
-$279K
3
SF
Summit Financial
New Jersey
-$63.1K
4
KAS
Kestra Advisory Services
Texas
-$37.7K
5
GS
GTS Securities
New York
-$20K
Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1
Ellsworth Advisors
Ohio
$4.08M +$115K +4,175 +3%
KPWS
2
Kestra Private Wealth Services
Texas
$891K +$581 +21 +0.1%
P
3
&Partners
Tennessee
$453K -$279K -10,092 -38%
Two Sigma Investments
4
Two Sigma Investments
New York
$314K +$52.5K +1,900 +20%
GS
5
GTS Securities
New York
$262K -$20K -725 -7%
FA
6
Fermata Advisors
California
$246K -$1.13K -41 -0.5%
SF
7
Summit Financial
New Jersey
$224K -$63.1K -2,282 -22%
PEA
8
Park Edge Advisors
Ohio
$218K +$8.24K +298 +4%
National Bank of Canada
9
National Bank of Canada
Quebec, Canada
$85.2K -$2.88K -104 -3%
MSG
10
Main Street Group
Virginia
$83.4K +$84.3K +3,050 New
HI
11
Harbour Investments
Wisconsin
$55.7K +$5.23K +189 +10%
LFG
12
Larson Financial Group
Missouri
$2.84K +$2.88K +104 New
TFGT
13
TS Financial Group (TSFG)
Illinois
$1K -$387 -14 -23%
Osaic Holdings
14
Osaic Holdings
Arizona
$300 – – –
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$109 +$111 +4 New
VAI
16
Vanguard Advisers Inc
Pennsylvania
$82 +$83 +3 New
Morgan Stanley
17
Morgan Stanley
New York
$34 +$28 +1 New
FFA
18
Farther Finance Advisors
California
$25 +$28 +1 New
AWA
19
Arete Wealth Advisors
Illinois
– -$1.25M -47,671 Closed
KAS
20
Kestra Advisory Services
Texas
– -$37.7K -1,434 Closed
CA
21
Clearstead Advisors
Ohio
– -$4.86K -185 Closed
WWA
22
Wealth Watch Advisors
Colorado
– -$946 -36 Closed

REIT Hedge Fund Activity: Q1 2026 in Review

18 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ALPS Active REIT ETF (REIT) for Q1 2026, worth a combined $6.92M — down 15% from $8.14M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new REIT positions and 4 closed out — a net gain of 2 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Ellsworth Advisors, adding an estimated $115K. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $1.25M sold.

  • 18 institutional investors held ALPS Active REIT ETF (REIT) as of Q1 2026, up from 16 in Q4 2025.
  • Funds reported $6.92M of ALPS Active REIT ETF stock for Q1 2026, down 15% quarter-over-quarter.
  • 6 funds opened new ALPS Active REIT ETF positions in Q1 2026 and 4 closed out, a net change of +2 holders.
  • The largest ALPS Active REIT ETF buyer in Q1 2026 was Ellsworth Advisors, an estimated $115K added.
  • The largest ALPS Active REIT ETF seller in Q1 2026 was Arete Wealth Advisors, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2026.