REIT β€” ALPS ETF TR

Ownership history in Park Edge Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Park Edge Advisors, LLC reported ALPS ETF TR (REIT) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.11% in 2025 Q1. The latest visible filing shows REIT at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this REIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Park Edge Advisors, LLC's position in ALPS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

REIT was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Park Edge Advisors, LLC held REIT β€” position size vs. price
% of Fund (quarterly)    REIT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,668 -7,120 -48.1% 0.05% $201K 2026-02-14 (Est.) $28.49
2025 Q1 ADDED 14,788 +798 +5.7% 0.11% $404K 2025-04-10 $24.13
2024 Q4 INITIATED 13,990 β€” β€” 0.11% $381K 2025-01-21 $26.81

🏒 Other funds also holding REIT

As of 2026 Q1 β€” sorted by position size

Fermata Advisors, LLC 3Y 0.06% Farther Finance Advisors, LLC 0.0%

FAQ About Park Edge Advisors, LLC and REIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Park Edge Advisors, LLC reported owning REIT?

Park Edge Advisors, LLC reported REIT across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported REIT position in Park Edge Advisors, LLC's portfolio?

The largest reported portfolio weight for REIT was 0.11% in 2025 Q1.

What is the latest reported REIT position on this page?

The most recent filing on this page is 2025 Q4, when Park Edge Advisors, LLC reported 7,668 shares, equal to 0.05% of portfolio, with an estimated market value of $201K.

What does the chart on this REIT ownership page compare?

The chart compares Park Edge Advisors, LLC's quarterly REIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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