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ALPS Active REIT ETF (REIT) Institutional Ownership

ALPS Active REIT ETF logo
$28.33 -0.11 (-0.39%)
(As of 12/17/2024 ET)

Institutional Ownership Changes (13F Filings) for ALPS Active REIT ETF (NASDAQ:REIT)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.22M
Number of
Institutional Sellers
(last 12 months)
0
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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
11/18/2024 Arete Wealth Advisors LLC22,737$658K0.1%N/A1.660%
10/17/2024 Ellsworth Advisors LLC115,948$3.38M0.9%+3.2%8.463%
7/18/2024 Ellsworth 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%
2/7/2024 Principal Securities Inc.1,071$28K0.0%N/A0.118%
2/6/2024 National Bank of Canada FI2,908$77K0.0%+34.3%0.320%
7/26/2023 National Bank of Canada FI2,165$53K0.0%+1,981.7%0.297%
7/18/2023 Virtue Capital Management LLC17,898$444K0.1%-35.6%2.452%
4/28/2022 Parallel Advisors LLC3,372$102K0.0%N/A0.507%
2/4/2022 Advisor OS LLC124,793$3.89M0.8%-22.5%16.529%
8/10/2021 Advisor 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, the following institutional investors and hedge funds held shares of ALPS Active REIT ETF shares: Ellsworth Advisors LLC ($3.38M), Arete Wealth Advisors LLC ($658K), Virtue Capital Management LLC ($444K), Fermata Advisors LLC ($242K), and National Bank of Canada FI ($77K), Principal Securities Inc. ($28K).Learn more on REIT's institutional investors.

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

The following institutional investors have purchased ALPS Active REIT ETF stock in the last 24 months: Arete Wealth Advisors LLC ($22.74K), Ellsworth Advisors LLC ($9.80K), Fermata Advisors LLC ($9.53K), National Bank of Canada FI ($2.80K), and Principal Securities Inc. ($1.07K).

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

Institutional investors have bought a total of 45,938 shares in the last 24 months. This purchase volume represents approximately $1.27M 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: Virtue Capital Management LLC ($9.89K).

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

Institutional investors have sold a total of 9,888 shares in the last 24 months. This volume of shares sold represents approximately $242.55K in transactions.



This page (NASDAQ:REIT) was last updated on 12/18/2024 by MarketBeat.com Staff
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