$29.40
+0.11 (+0.38%)
Market Cap
$50.1M
Shares Outstanding
1,572,879
Institutional Holders
22
Total Inst. Value
$9.5M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
12
Closed Positions
4
Increased
4
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Ellsworth Advisors, LLCNew | $3.4M | 124,495 |
| 2 | Robertson Stephens Wealth Management, LLC | $1.5M | 55,251 |
| 3 | Arete Wealth Advisors, LLC | $795K | 29,107 |
| 4 | KESTRA PRIVATE WEALTH SERVICES, LLC | $757K | 27,731 |
| 5 | ARBOR CAPITAL MANAGEMENT INC /ADV | $726K | 26,540 |
| 6 | GOLDMAN SACHS GROUP INCNew | $413K | 15,134 |
| 7 | Park Edge Advisors, LLCNew | $404K | 14,788 |
| 8 | Advisor OS, LLC | $265K | 9,721 |
| 9 | GTS SECURITIES LLC | $261K | 9,566 |
| 10 | Fermata Advisors, LLCNew | $251K | 9,191 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Ellsworth Advisors, LLCNew | +124K | $3.4M |
| Arete Wealth Advisors, LLC | +5K | $795K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +2K | $757K |
| ARBOR CAPITAL MANAGEMENT INC /ADV | +2K | $726K |
| GOLDMAN SACHS GROUP INCNew | +15K | $413K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Robertson Stephens Wealth Management, LLC | -62K | $1.5M |
| GTS SECURITIES LLC | -2K | $261K |
| HARBOUR INVESTMENTS, INC. | -622 | $50K |
| NATIONAL BANK OF CANADA /FI/ | -68 | $102K |
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Frequently Asked Questions
How many institutional investors hold REIT?
As of Q1 2025, 22 institutional investors report holding REIT (ALPS Active REIT ETF) in their 13F filings.
Which hedge fund owns the most REIT?
The largest institutional holder of REIT is Ellsworth Advisors, LLC with $3.4M in shares.
Are institutions buying or selling REIT?
This quarter, 12 institutions opened new positions in REIT and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.