REIT Institutional Ownership
ALPS Active REIT ETF
1W: -1.4%
1M: -5.5%
3M: -7.3%
YTD: +7.8%
1Y: +6.2%
3Y: +35.3%
5Y: +15.0%
$28.33
+0.15 (+0.53%)
Weekly Expected Move ±1.3%
$28
$28
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — REIT
23
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
9M
Total Invested
5
New Positions
5
Increased
11
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (27 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Ellsworth Advisors, LLC | 159,149 | $5M | +9,913 | +6.6% | 10Q | SEC ↗ |
| 2 | KESTRA PRIVATE WEALTH SERVICES, LLC | 31,615 | $896K | -978 | -3.0% | 10Q | SEC ↗ |
| 3 | Virtue Capital Management, LLC NEW | 21,445 | $608K | — | +0.0% | 1Q | SEC ↗ |
| 4 | &PARTNERS | 16,560 | $469K | — | +0.0% | 6Q | SEC ↗ |
| 5 | TWO SIGMA INVESTMENTS, LP | 10,000 | $283K | -1,500 | -13.0% | 3Q | SEC ↗ |
| 6 | Fermata Advisors, LLC | 8,834 | $250K | -179 | -2.0% | 10Q | SEC ↗ |
| 7 | Park Edge Advisors, LLC | 8,353 | $237K | +387 | +4.9% | 3Q | SEC ↗ |
| 8 | Summit Financial, LLC | 7,730 | $219K | -469 | -5.7% | 4Q | SEC ↗ |
| 9 | OneAscent Wealth Management LLC NEW | 7,350 | $208K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Main Street Group, LTD | 3,071 | $87K | +21 | +0.7% | 2Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 2,274 | $64K | +2,263 | +20572.7% | 3Q | SEC ↗ |
| 12 | HARBOUR INVESTMENTS, INC. | 2,038 | $58K | — | +0.0% | 8Q | SEC ↗ |
| 13 | Integrated Wealth Concepts LLC NEW | 794 | $22K | — | +0.0% | 1Q | SEC ↗ |
| 14 | NATIONAL BANK OF CANADA /FI | 674 | $19K | -2,444 | -78.4% | 14Q | SEC ↗ |
| 15 | IMA Advisory Services, Inc. NEW | 600 | $17K | — | +0.0% | 1Q | SEC ↗ |
| 16 | MERCER GLOBAL ADVISORS INC /ADV NEW | 208 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 17 | MORGAN STANLEY | 203 | $6K | +202 | +20200.0% | 2Q | SEC ↗ |
| 18 | Clearstead Advisors, LLC | 0 | $0K | -185 | -100.0% | 1Q | SEC ↗ |
| 19 | GTS SECURITIES LLC | 0 | $0K | -9,571 | -100.0% | 7Q | SEC ↗ |
| 20 | Farther Finance Advisors, LLC | 0 | $0K | -1 | -100.0% | 1Q | SEC ↗ |
| 21 | Kestra Advisory Services, LLC | 0 | $0K | -1,434 | -100.0% | 1Q | SEC ↗ |
| 22 | Arete Wealth Advisors, LLC | 0 | $0K | -47,670 | -100.0% | 6Q | SEC ↗ |
| 23 | VANGUARD ADVISERS INC | 0 | $0K | -3 | -100.0% | 1Q | SEC ↗ |
| 24 | TSFG, LLC | 0 | $0K | -46 | -100.0% | 3Q | SEC ↗ |
| 25 | Larson Financial Group LLC | 0 | $0K | -104 | -100.0% | 1Q | SEC ↗ |
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | $0K | -4 | -100.0% | 1Q | SEC ↗ |
| 27 | Wealth Watch Advisors, INC | 0 | $0K | -36 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Virtue Capital Management, LLC | 21,445 | $608K |
| OneAscent Wealth Management LLC | 7,350 | $208K |
| Integrated Wealth Concepts LLC | 794 | $22K |
| IMA Advisory Services, Inc. | 600 | $17K |
| MERCER GLOBAL ADVISORS INC /ADV | 208 | $6K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Arete Wealth Advisors, LLC | 47,670 | $1M |
| GTS SECURITIES LLC | 9,571 | $271K |
| Kestra Advisory Services, LLC | 1,434 | $41K |
| Clearstead Advisors, LLC | 185 | $5K |
| Larson Financial Group LLC | 104 | $3K |
| TSFG, LLC | 46 | $1K |
| Wealth Watch Advisors, INC | 36 | $1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 4 | $0K |
| VANGUARD ADVISERS INC | 3 | $0K |
| Farther Finance Advisors, LLC | 1 | $0K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Ellsworth Advisors, LLC | +9,913 | +6.6% | 159,149 |
| OSAIC HOLDINGS, INC. | +2,263 | +20572.7% | 2,274 |
| Park Edge Advisors, LLC | +387 | +4.9% | 8,353 |
| MORGAN STANLEY | +202 | +20200.0% | 203 |
| Main Street Group, LTD | +21 | +0.7% | 3,071 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NATIONAL BANK OF CANADA /FI | -2,444 | -78.4% | 674 |
| TWO SIGMA INVESTMENTS, LP | -1,500 | -13.0% | 10,000 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -978 | -3.0% | 31,615 |
| Summit Financial, LLC | -469 | -5.7% | 7,730 |
| Fermata Advisors, LLC | -179 | -2.0% | 8,834 |