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ALPS Active REIT
REIT • NASDAQ
ALPS Active REIT is an exchange-traded fund on NASDAQ. As of Q3 2025, 19 institutional investors hold shares in this ETF, with total holdings valued at $9.0M. Ellsworth Advisors, LLC is the largest holder with a position valued at $3.7M.
Overview
Overview of institutional ownership in REIT as of Q3 2025
All Institutions
- Institutions
- 19
- Value Held
- $9.0M
- Shares Held
- 336.3K
- Avg Position
- $471.8K
- Median Position
- $70.3K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $243.4K
- Shares Held
- 9.1K
- Avg Position
- $243.4K
- Median Position
- $243.4K
Biggest Investors
Institutions with the largest positions in REIT as of Q3 2025
| Institution | Position Value |
|---|---|
 Ellsworth Advisors, LLC RIA/Wealth | $3.7M 0.79% of portfolio |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $1.4M 0.01% of portfolio |
 Arete Wealth Advisors, LLC RIA/Wealth | $1.2M 0.08% of portfolio |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $867.4K 0.01% of portfolio |
G GTS SECURITIES LLC Institution | $495.5K 0.02% of portfolio |
 Summit Financial, LLC RIA/Wealth | $357.0K 0.01% of portfolio |
 Advisor OS, LLC Fund of Funds | $326.8K 0.03% of portfolio |
 Fermata Advisors, LLC Hedge Fund•Sector | $243.4K 0.07% of portfolio |
N NATIONAL BANK OF CANADA /FI/ Institution | $100.6K 0.00% of portfolio |
 UBS Group AG Institution | $70.3K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for REIT in Q3 2025
- Traded
- −$263.8K
- Buyers
- 13
- Sellers
- 6
- Total Bought
- +$1.7M
- Total Sold
- −$2.0M
- Avg Position
- $389.7K
Biggest Buyers
| Institution | Net Bought |
|---|---|
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$544.6K +20.8K shares |
Summit Financial, LLC RIA/Wealth | +$357.0K +13.3K shares |
Ellsworth Advisors, LLC RIA/Wealth | +$215.2K +8.1K shares |
G GTS SECURITIES LLC Institution | +$210.7K +7.9K shares |
Arete Wealth Advisors, LLC RIA/Wealth | +$137.4K +5.1K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | +$93.5K +3.5K shares |
UBS Group AG Institution | +$70.3K +2.6K shares |
Advisor OS, LLC Fund of Funds | +$57.7K +2.2K shares |
 TSFG, LLC RIA/Wealth | +$1.6K +60.0 shares |
 Wealth Watch Advisors, INC RIA/Wealth | +$965.0 +36.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
R Robertson Stephens Wealth Management, LLC Institution | −$1.1M −42.2K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$439.1K −16.7K shares |
 GOLDMAN SACHS GROUP INC Institution | −$398.2K −15.1K shares |
Fermata Advisors, LLC Hedge Fund•Sector | −$3.0K −112.0 shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$2.4K −92.0 shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | −$294.8 −11.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited REIT in Q3 2025
- New Positions
- 3
- New Value
- $359.6K
- Exited Positions
- 4
- Exited Value
- $2.0M
New Positions
| Institution | Position Value |
|---|---|
Summit Financial, LLC RIA/Wealth | $357.0K 13.3K shares |
TSFG, LLC RIA/Wealth | $1.6K 60.0 shares |
Wealth Watch Advisors, INC RIA/Wealth | $965.0 36.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
R Robertson Stephens Wealth Management, LLC Institution | $1.1M 42.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $439.1K 16.7K shares |
GOLDMAN SACHS GROUP INC Institution | $398.2K 15.1K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $2.4K 92.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in REIT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with REIT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Ellsworth Advisors, LLC RIA/Wealth | 0.79% $3.7M |
Arete Wealth Advisors, LLC RIA/Wealth | 0.08% $1.2M |
Fermata Advisors, LLC Hedge Fund•Sector | 0.07% $243.4K |
Advisor OS, LLC Fund of Funds | 0.03% $326.8K |
M Main Street Group, LTD Institution | 0.02% $64.1K |
G GTS SECURITIES LLC Institution | 0.02% $495.5K |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | 0.01% $867.4K |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | 0.01% $1.4M |
Summit Financial, LLC RIA/Wealth | 0.01% $357.0K |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $49.6K |
Hedge Fund Spotlight
Discover hedge funds investing in REIT
Fermata Advisors, LLC
Hedge Fund • Sector
Portfolio ManagerBrett Thomas Houghton
- Portfolio Value
- $371.6M
- Positions
- 207
- Last Reported
- Q3 2025
Sector Allocation
A
Position in ALPS Active REIT
- Market Value
- $243.4K
- Shares Held
- 9.1K
- Portfolio Weight
- 0.07%
- Owned Since
- 2024-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $13.6M | 3.67% | |
ETF ETF | $13.1M | 3.53% | |
ETF ETF | $12.7M | 3.43% |
