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ALPS Active REIT ETF (REIT) Institutional Ownership

ALPS Active REIT ETF logo
$26.05 +0.36 (+1.40%)
Closing price 04/17/2025 03:49 PM Eastern
Extended Trading
$26.02 -0.03 (-0.12%)
As of 04/17/2025 05:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for ALPS Active REIT ETF (NASDAQ:REIT)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$4.26M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$4.36M
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REIT Institutional Buying and Selling by Quarter

ALPS Active REIT ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025Robertson Stephens Wealth Management LLC55,251$1.51M0.1%-52.7%3.349%
4/10/2025 Park Edge Advisors LLC14,788$404K0.1%+5.7%0.896%
2/18/2025GTS Securities LLC11,645$317K0.0%-53.5%0.751%
2/12/2025Arete Wealth Advisors LLC24,559$669K0.0%+8.0%1.584%
2/12/2025National Bank of Canada FI3,822$104K0.0%+35.8%0.247%
2/10/2025Arbor Capital Management Inc. ADV24,835$682K0.7%+18.4%1.602%
2/10/2025Harbour Investments Inc.2,471$67K0.0%+1,388.6%0.159%
2/5/2025Advisor OS LLC9,526$260K0.0%-89.9%0.615%
1/27/2025Robertson Stephens Wealth Management LLC116,917$3.19M0.1%+383.0%7.543%
1/21/2025 Park Edge Advisors LLC13,990$381K0.1%N/A0.933%
1/16/2025Ellsworth Advisors LLC121,326$3.31M0.9%+4.6%8.088%
11/18/2024Arete Wealth Advisors LLC22,737$658K0.1%N/A1.660%
10/17/2024Ellsworth Advisors LLC115,948$3.38M0.9%+3.2%8.463%
7/18/2024Ellsworth Advisors LLC112,307$2.86M0.8%+5.8%10.904%
7/13/2024 Fermata Advisors LLC9,525$242K0.1%+4.2%0.934%
4/12/2024 Fermata Advisors LLC9,141$236K0.1%N/A0.957%
2/7/2024Principal Securities Inc.1,071$28K0.0%N/A0.118%
2/6/2024National Bank of Canada FI2,908$77K0.0%+34.3%0.320%
7/26/2023National Bank of Canada FI2,165$53K0.0%+1,981.7%0.297%
7/18/2023Virtue Capital Management LLC17,898$444K0.1%-35.6%2.452%
4/28/2022 Parallel Advisors LLC3,372$102K0.0%N/A0.507%
2/4/2022Advisor OS LLC124,793$3.89M0.8%-22.5%16.529%
8/10/2021Advisor OS LLC182,785$5.19M1.1%N/A23.585%
(Data available from 1/1/2016 forward)

REIT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of REIT shares?

During the previous two years, 12 institutional investors and hedge funds held shares of ALPS Active REIT ETF. The most heavily invested institutionals were Ellsworth Advisors LLC ($3.31M), Robertson Stephens Wealth Management LLC ($1.51M), Arbor Capital Management Inc. ADV ($682K), Arete Wealth Advisors LLC ($669K), Virtue Capital Management LLC ($444K), Park Edge Advisors LLC ($404K), and GTS Securities LLC ($317K).Learn more on REIT's institutional investors.

Which institutional investors have been buying ALPS Active REIT ETF stock?

Of the 9 institutional investors that purchased ALPS Active REIT ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Robertson Stephens Wealth Management LLC ($92.71K), Arete Wealth Advisors LLC ($24.56K), Ellsworth Advisors LLC ($15.18K), Park Edge Advisors LLC ($14.79K), Fermata Advisors LLC ($9.53K), Arbor Capital Management Inc. ADV ($3.85K), and National Bank of Canada FI ($3.81K).

How much institutional buying is happening at ALPS Active REIT ETF?

Institutional investors have bought a total of 167,800 shares in the last 24 months. This purchase volume represents approximately $4.59M in transactions.

Which ALPS Active REIT ETF major shareholders have been selling company stock?

The following institutional investors have sold ALPS Active REIT ETF stock in the last 24 months: Advisor OS LLC ($84.96K), Robertson Stephens Wealth Management LLC ($61.67K), GTS Securities LLC ($13.41K), and Virtue Capital Management LLC ($9.89K).

How much institutional selling is happening at ALPS Active REIT ETF?

Institutional investors have sold a total of 169,928 shares in the last 24 months. This volume of shares sold represents approximately $4.61M in transactions.



This page (NASDAQ:REIT) was last updated on 4/18/2025 by MarketBeat.com Staff
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