Who Owns ALPS Active REIT ETF (REIT)?Hedge Fund & Institutional Holders

$28.16-0.00 (-0.00%)Financial ServicesNASDAQ

Institutional Holders

16

as of Q4 2025

Total Institutional Value

$39141255855237201920.0T

% of Float Held

—

QoQ Change in Holders

+7 / -7

Price History

$24.01$25.45$26.89$28.33$29.77Aug 24Jun 25Mar 26

REIT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Ellsworth Advisors, LLCNew Position+145K+$3.9M
Park Edge Advisors, LLCNew Position+8K+$201K
Arete Wealth Advisors, LLCIncreased+3K+$68K
TSFG, LLCNew Position+60+$2K
TWO SIGMA INVESTMENTS, LPNew Position+10K+$0
OSAIC HOLDINGS, INC.New Position+11+$0
Kestra Advisory Services, LLCNew Position+1K+$0
Clearstead Advisors, LLCNew Position+185+$0
KESTRA PRIVATE WEALTH SERVICES, LLCIncreased+209+$-866.5M

REIT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
&PARTNERSDecreased-28K-$1.4B
GTS SECURITIES LLCDecreased-8K-$495.5M
Summit Financial, LLCDecreased-3K-$357.0M
Advisor OS, LLCClosed Position-12K-$326.8M
Fermata Advisors, LLCDecreased-26-$243.1M
NATIONAL BANK OF CANADA /FI/Decreased-532-$100.6M
UBS Group AGClosed Position-3K-$70.3M
Main Street Group, LTDClosed Position-2K-$64.1M
Farther Finance Advisors, LLCClosed Position-1K-$36.3M
PRINCIPAL SECURITIES, INC.Closed Position-748-$20.0M
Manchester Capital Management LLCClosed Position-6-$161K
MORGAN STANLEYClosed Position-1-$31K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Ellsworth Advisors, LLC145,061$3.9M0.77%Share
2Arete Wealth Advisors, LLC47,671$1.3M0.08%Share
3KESTRA PRIVATE WEALTH SERVICES, LLC32,572$855K0.01%Share
4Fermata Advisors, LLC9,054$237K0.06%Share
5Park Edge Advisors, LLC7,668$201K0.05%Share
6HARBOUR INVESTMENTS, INC.1,849$48K0.00%Share
7TSFG, LLC60$2K0.00%Share
8&PARTNERS26,652$00.00%Share
9TWO SIGMA INVESTMENTS, LP9,600$00.00%Share
10NATIONAL BANK OF CANADA /FI/3,222$00.00%Share
11GTS SECURITIES LLC10,296$00.00%Share
12Summit Financial, LLC10,481$00.00%Share
13Kestra Advisory Services, LLC1,434$00.00%Share
14Wealth Watch Advisors, INC36$00.00%Share
15Clearstead Advisors, LLC185$00.00%Share
16OSAIC HOLDINGS, INC.11$00.00%Share

REIT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202516$6.5M+0
Q3 202516$4.1B-1
Q2 202517$7.7B-5
Q1 202522$10.6B+8
Q4 202414$3.9T+3
Q3 202411$5.1T+3
Q2 20248$793.5B-1
Q1 20249$1.1T—

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As of Q4 2025, 16 institutional investors hold REIT (ALPS Active REIT ETF). The largest holder is Ellsworth Advisors, LLC with $3.9M in shares. This quarter, 7 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own REIT?

As of Q4 2025, 16 institutional investors report holding REIT (ALPS Active REIT ETF) in their 13F filings.

Who is the largest institutional holder of REIT?

The largest institutional holder of REIT is Ellsworth Advisors, LLC with $3.9M in shares.

Is institutional ownership of REIT increasing or decreasing?

This quarter, 7 institutions opened new positions in REIT and 7 closed their positions.