REIT — ALPS ETF TR

Ownership history in &PARTNERS  ·  4 quarters on record

This page tracks every 13F SEC filing in which &PARTNERS reported a position in ALPS ETF TR (REIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q1)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 26,652 -28,211 -51.4% 0.00% $700K $26.10
2025 Q3 ADDED 54,863 +20,774 +60.9% 0.01% $1.4M $26.42
2025 Q2 REDUCED 34,089 -34,124 -50.0% 0.01% $897K $25.72
2025 Q1 INITIATED 68,213 — — 0.02% $1.8M $26.48
% of Fund (quarterly)    REIT price (monthly, adj. close)

Other funds also holding REIT

As of 2025 Q4 — sorted by position size

Ellsworth Advisors, LLC 3Y 0.77% Arete Wealth Advisors, LLC 3Y 7Y 0.08% Fermata Advisors, LLC 3Y 0.06% Park Edge Advisors, LLC 0.05% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01% GTS SECURITIES LLC 0.01% Summit Financial, LLC 3Y 7Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0% TWO SIGMA INVESTMENTS, LP 3Y 7Y 0.0% Wealth Watch Advisors, INC 0.0%
← Back to &PARTNERS Holdings