REIT — ALPS ETF TR

Ownership history in UBS Group AG  ·  2 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,624 +2,347 +847.3% 0.00% $70K $26.42
2023 Q2 INITIATED 277 — — 0.00% $7K $22.45
% 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% &PARTNERS 3Y 7Y 0.0% HARBOUR INVESTMENTS, INC. 3Y 0.0% TWO SIGMA INVESTMENTS, LP 3Y 7Y 0.0%
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