Alps Active REIT ETFREITETF
13F holders, Q1 2026 (March 31)18holders +2
5new positions
4sold out
$27.34avg. 13F price*
At the end of Q1 2026, 18 institutions reported holding Alps Active REIT ETF (REIT) in their 13F filings, up 2 from Q4 2025. 5 opened new positions and 4 sold out. The largest holders were Ellsworth Advisors, LLC ($4.1M), Kestra Private Wealth Services, LLC ($891K) and &partners ($453K).
- Company
- Alps Active REIT ETF
- Filed as
- ALPS ETF TR (Q1 2026)
- CUSIP
- 00162Q445
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $86K |
| Exits | 4 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 9,743 shares bought and 62,583 shares sold, net −52,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Ellsworth Advisors, LLC | 0.77% | Add +2.9% | 149,236 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.1% | 32,593 | $891K |
| &partners | 0.00% | Reduce -37.9% | 16,560 | $453K |
| Two Sigma Investments, LP | 0.00% | Add +19.8% | 11,500 | $314K |
| GTS Securities LLC | 0.01% | Reduce -7.0% | 9,571 | $262K |
| Fermata Advisors, LLC | 0.06% | Reduce -0.5% | 9,013 | $246K |
| Summit Financial, LLC | 0.00% | Reduce -21.8% | 8,199 | $224K |
| Park Edge Advisors, LLC | 0.05% | Add +3.9% | 7,966 | $218K |
| National Bank of Canada | 0.00% | Reduce -3.2% | 3,118 | $85K |
| Main Street Group, LTD | 0.03% | New | 3,050 | $83K |
| Harbour Investments, Inc. | 0.00% | Add +10.2% | 2,038 | $56K |
| Larson Financial Group LLC | 0.00% | New | 104 | $3K |
| Tsfg, LLC | 0.00% | Reduce -23.3% | 46 | $1K |
| Osaic Holdings, Inc. | 0.00% | No change | 11 | $300 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 4 | $109 |
| Vanguard Advisers Inc. | 0.00% | — | 3 | $82 |
| Morgan Stanley | 0.00% | New | 1 | $34 |
| Farther Finance Advisors, LLC | 0.00% | New | 1 | $25 |
"% of holder's portfolio" is REIT's weight in each manager's 13F, not the share of Alps Active REIT ETF the manager owns.