ALPS ACTIVE REIT ETF (REIT) Institutional Ownership Changes & 13F Activity
ALPS ACTIVE REIT ETF (REIT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ellsworth Advisors, Llc, Arete Wealth Advisors, Llc, Independent Financial Group, Llc, Kestra Private Wealth Services, Llc, and &Partners.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Arete Wealth Advisors, Llc | Buy | +47,670 | — | 47,670 | $1.26M | Q4 2025 | Aug 11, 2026 |
| Independent Financial Group, Llc | Sell | -41,095 | -100.0% | 0 | $0.00 | Q4 2025 | May 15, 2026 |
| &Partners | Buy | +26,652 | — | 26,652 | $700.16K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +9,600 | — | 9,600 | $252.20K | Q4 2025 | Feb 17, 2026 |
| National Bank Of Canada | Buy | +3,222 | — | 3,222 | $84.48K | Q4 2025 | Feb 17, 2026 |
| Wealth Watch Advisors, Inc | Buy | +36 | — | 36 | $946.00 | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +11 | — | 11 | $288.00 | Q4 2025 | Feb 17, 2026 |
| Summit Financial, Llc | Buy | +10,481 | — | 10,481 | $275.35K | Q4 2025 | Feb 13, 2026 |
| Gts Securities Llc | Buy | +10,296 | — | 10,296 | $270.49K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +1,434 | — | 1,434 | $37.67K | Q4 2025 | Feb 13, 2026 |
| Harbour Investments, Inc. | Buy | +1,849 | — | 1,849 | $48.58K | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, Llc | Buy | +185 | — | 185 | $4.86K | Q4 2025 | Feb 09, 2026 |
| Tsfg, Llc | Buy | +60 | — | 60 | $2.00K | Q4 2025 | Feb 04, 2026 |
| Kestra Private Wealth Services, Llc | Buy | +32,572 | — | 32,572 | $855.70K | Q4 2025 | Jan 29, 2026 |
| Ellsworth Advisors, Llc | Buy | +145,061 | — | 145,061 | $3.91M | Q4 2025 | Jan 16, 2026 |
| Park Edge Advisors, Llc | Buy | +7,668 | — | 7,668 | $201.44K | Q4 2025 | Jan 16, 2026 |
| Fermata Advisors, Llc | Buy | +9,054 | — | 9,054 | $237.86K | Q4 2025 | Jan 08, 2026 |
Frequently asked questions about REIT activity
Which institutional owners are buying REIT?
Institutional owners buying REIT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in REIT activity?
"Buy" means an investor increased their reported position in REIT compared to the prior reporting period. This reflects growing exposure to ALPS ACTIVE REIT ETF (REIT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in REIT increasing?
Institutional interest in REIT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.