REIT Institutional Ownership & Shareholders
ALPS ACTIVE REIT ETF (REIT) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ellsworth Advisors, Llc is currently the largest disclosed institutional shareholder of REIT tracked by InsiderSet, reporting ownership valued at approximately $4.88M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.51M, representing an estimated loss of -7.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed REIT value among the investors covered in this analysis. Major shareholders include Ellsworth Advisors, Llc, Kestra Private Wealth Services, Llc, Virtue Capital Management, Llc, and several other long-term asset managers with concentrated positions in ALPS ACTIVE REIT ETF (REIT).
This page ranks the largest institutional REIT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$9.19M
Largest Holder
Ellsworth Advisors, Llc
Largest Position
$4.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ellsworth Advisors, Llc | 0.80% | 159,149 | $4,879,898 | $4,507,100 | -$372,798 | -7.64% | |
| Kestra Private Wealth Services, Llc | 0.01% | 31,615 | $960,453 | $895,337 | -$65,116 | -6.78% | |
| Virtue Capital Management, Llc | 0.09% | 21,445 | $651,493 | $607,322 | -$44,171 | -6.78% | |
| Breakwater Capital Group | 0.08% | 22,466 | $637,539 | $636,237 | -$1,302 | -0.20% | |
| &Partners | 0.00% | 16,560 | $503,088 | $468,979 | -$34,109 | -6.78% | |
| Two Sigma Investments, Lp | 0.00% | 10,000 | $303,797 | $283,200 | -$20,597 | -6.78% | |
| Fermata Advisors, Llc | 0.05% | 8,834 | $268,383 | $250,179 | -$18,204 | -6.78% | |
| Park Edge Advisors, Llc | 0.05% | 8,353 | $253,762 | $236,557 | -$17,205 | -6.78% | |
| Summit Financial, Llc | 0.00% | 7,730 | $234,845 | $218,914 | -$15,931 | -6.78% | |
| Oneascent Wealth Management Llc | 0.07% | 7,350 | $223,291 | $208,152 | -$15,139 | -6.78% | |
| Main Street Group, Ltd | 0.02% | 3,071 | $93,290 | $86,971 | -$6,319 | -6.77% | |
| Osaic Holdings, Inc. | 0.00% | 2,274 | $69,083 | $64,400 | -$4,683 | -6.78% | |
| Harbour Investments, Inc. | 0.00% | 2,038 | $61,914 | $57,716 | -$4,198 | -6.78% | |
| National Bank Of Canada | 0.00% | 674 | $20,449 | $19,088 | -$1,361 | -6.66% | |
| Ima Advisory Services, Inc. | 0.00% | 600 | $18,228 | $16,992 | -$1,236 | -6.78% | |
| Morgan Stanley | 0.00% | 203 | $6,170 | $5,749 | -$421 | -6.82% |
Frequently asked questions about REIT
Who are the largest institutional holders of REIT?
The largest institutional holders of REIT reported in the latest SEC Form 13F filings include Ellsworth Advisors, Llc, Kestra Private Wealth Services, Llc, Virtue Capital Management, Llc, Breakwater Capital Group, and &Partners. InsiderSet ranks institutional holders by their latest reported REIT position.
What is REIT institutional ownership?
This page tracks REIT positions reported by institutional investment managers through SEC Form 13F. ALPS ACTIVE REIT ETF (REIT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own REIT?
InsiderSet currently tracks 16 institutional managers reporting REIT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of REIT shareholders.
How much REIT stock do institutions own?
Institutional investment managers disclosed approximately $9.19M in REIT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was REIT institutional ownership last updated?
The latest REIT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional REIT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its REIT position after the reporting date.
Are institutions buying or selling REIT?
Institutional buying and selling can be analyzed by comparing REIT positions across consecutive 13F reporting periods. InsiderSet's REIT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View REIT ownership changes.
How has REIT institutional ownership changed over time?
InsiderSet tracks REIT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.