&PARTNERS REIT — ALPS ETF TR

Ownership history in &PARTNERS  ·  5 quarters on record

AI Ownership Summary

&PARTNERS reported ALPS ETF TR (REIT) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows REIT at 0.00% 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 &PARTNERS'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
2026 Q1

REIT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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
2025 Q1 to 2026 Q1

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.

REIT stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held REIT — position size vs. price
% of Fund (quarterly)    REIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 16,560 -10,092 -37.9% 0.00% $453K 2026-05-15 $29.24
2025 Q4 REDUCED 51.4% +4.8% ❌ 26,652 -28,211 -51.4% 0.00% $700K 2026-02-17 $28.81
2025 Q3 ADDED — — — 54,863 +20,774 +60.9% 0.01% $1.4M 2025-11-14 $26.14
2025 Q2 REDUCED 50.0% +1.9% ❌ 34,089 -34,124 -50.0% 0.01% $897K 2025-08-14 $25.33
2025 Q1 INITIATED — — — 68,213 — — 0.02% $1.8M 2025-05-15 $25.80

🏢 Other funds also holding REIT

As of 2026 Q1 — sorted by position size

Ellsworth Advisors, LLC 3Y 0.77% Fermata Advisors, LLC 3Y 0.06% Park Edge Advisors, LLC 3Y 0.05% Main Street Group, LTD 0.02% 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% TSFG, LLC 3Y 0.0%

FAQ About &PARTNERS and REIT

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

How long has &PARTNERS reported owning REIT?

&PARTNERS reported REIT across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported REIT position in &PARTNERS's portfolio?

The largest reported portfolio weight for REIT was 0.02% in 2025 Q1.

What is the latest reported REIT position on this page?

The most recent filing on this page is 2026 Q1, when &PARTNERS reported 16,560 shares, equal to 0.00% of portfolio, with an estimated market value of $453K.

What does the chart on this REIT ownership page compare?

The chart compares &PARTNERS'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.

How well did &PARTNERS time their REIT position?

Based on 13F filing dates vs. subsequent REIT price moves, &PARTNERS correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on REIT relative to SPY over the holding period was -10.5%.

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