Who Owns ALPS Active REIT ETF (REIT)?Hedge Fund & Institutional Holders
Institutional Holders
16
as of Q4 2025
Total Institutional Value
$3.914000237000201e+28T
% of Float Held
—
QoQ Change in Holders
+7 / -7
Price History
REIT — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Ellsworth Advisors, LLC | New Position | +145K | +$3.9B |
| Park Edge Advisors, LLC | New Position | +8K | +$201.0M |
| Arete Wealth Advisors, LLC | Increased | +3K | +$68K |
| TSFG, LLC | New Position | +60 | +$2K |
| TWO SIGMA INVESTMENTS, LP | New Position | +10K | +$0 |
| OSAIC HOLDINGS, INC. | New Position | +11 | +$0 |
| Kestra Advisory Services, LLC | New Position | +1K | +$0 |
| Clearstead Advisors, LLC | New Position | +185 | +$0 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Increased | +209 | +$-12K |
REIT — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| &PARTNERS | Decreased | -28K | -$1.4B |
| GTS SECURITIES LLC | Decreased | -8K | -$495.5M |
| Advisor OS, LLC | Closed Position | -12K | -$326.8M |
| UBS Group AG | Closed Position | -3K | -$70.3M |
| Main Street Group, LTD | Closed Position | -2K | -$64.1M |
| Farther Finance Advisors, LLC | Closed Position | -1K | -$36.3M |
| Fermata Advisors, LLC | Decreased | -26 | -$6.4M |
| Summit Financial, LLC | Decreased | -3K | -$356K |
| NATIONAL BANK OF CANADA /FI/ | Decreased | -532 | -$100K |
| PRINCIPAL SECURITIES, INC. | Closed Position | -748 | -$20K |
| Manchester Capital Management LLC | Closed Position | -6 | -$0 |
| MORGAN STANLEY | Closed Position | -1 | -$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Ellsworth Advisors, LLC | 145,061 | $3.9B | 0.77% | Share |
| 2 | Fermata Advisors, LLC | 9,054 | $237.0M | 0.06% | Share |
| 3 | Park Edge Advisors, LLC | 7,668 | $201.0M | 0.05% | Share |
| 4 | Arete Wealth Advisors, LLC | 47,671 | $1.3M | 0.08% | Share |
| 5 | KESTRA PRIVATE WEALTH SERVICES, LLC | 32,572 | $855K | 0.01% | Share |
| 6 | HARBOUR INVESTMENTS, INC. | 1,849 | $48K | 0.00% | Share |
| 7 | TSFG, LLC | 60 | $2K | 0.00% | Share |
| 8 | OSAIC HOLDINGS, INC. | 11 | $0 | 0.00% | Share |
| 9 | TWO SIGMA INVESTMENTS, LP | 9,600 | $0 | 0.00% | Share |
| 10 | Wealth Watch Advisors, INC | 36 | $0 | 0.00% | Share |
| 11 | Clearstead Advisors, LLC | 185 | $0 | 0.00% | Share |
| 12 | &PARTNERS | 26,652 | $0 | 0.00% | Share |
| 13 | NATIONAL BANK OF CANADA /FI/ | 3,222 | $0 | 0.00% | Share |
| 14 | GTS SECURITIES LLC | 10,296 | $0 | 0.00% | Share |
| 15 | Summit Financial, LLC | 10,481 | $0 | 0.00% | Share |
| 16 | Kestra Advisory Services, LLC | 1,434 | $0 | 0.00% | Share |
REIT Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 16 | $4.4B | +0 |
| Q3 2025 | 16 | $2.7B | -1 |
| Q2 2025 | 17 | $6.8B | -5 |
| Q1 2025 | 22 | $9.5B | +8 |
| Q4 2024 | 14 | $3.9T | +3 |
| Q3 2024 | 11 | $2.2T | +3 |
| Q2 2024 | 8 | $707.5B | -1 |
| Q1 2024 | 9 | $964.1B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 16 institutional investors hold REIT (ALPS Active REIT ETF). The largest holder is Ellsworth Advisors, LLC with $3.9B in shares. This quarter, 7 institutions opened new positions and 7 closed their positions.
Frequently Asked Questions
How many hedge funds own REIT?
As of Q4 2025, 16 institutional investors report holding REIT (ALPS Active REIT ETF) in their 13F filings.
Who is the largest institutional holder of REIT?
The largest institutional holder of REIT is Ellsworth Advisors, LLC with $3.9B in shares.
Is institutional ownership of REIT increasing or decreasing?
This quarter, 7 institutions opened new positions in REIT and 7 closed their positions.