Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alps ETF Tr (REIT)

17 + Investors. Track Smart Money conviction in REIT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — REIT

Based on 17 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
17 funds currently hold this stock — 81% of the 3.0-year high of 21 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold REIT compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

10 buying10 selling
Last quarter: 10 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 5 → 5 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 29% medium ■ 24% new
8 out of 17 hedge funds have held REIT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~5 new funds/quarter

3 → 5 → 5 → 5 → 5 new funds/Q
New funds entering each quarter: 5 → 5 → 5 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 47% veterans vs 29% newcomers

■ 47% veterans ■ 24% 1-2yr ■ 29% new
Entry-cohort mix of 17 holders: 8 (47%) are 2+ year veterans, 4 entered 1–2 years ago, and 5 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
2 of 17 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — REIT

In 2026 Q2, 10 hedge funds were net buyers of REIT (5 opened a new position, 5 added to an existing one), while 10 reduced or exited (5 trimmed, 5 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 17.

Hedge Fund Ownership: REIT

How many hedge funds hold REIT — quarterly history vs. share price
Quarterly hedge fund ownership of REIT vs. share price

Market Analysis: REIT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: REIT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: REIT
17 + Investors

Track Smart Money conviction in REIT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 17 17 -
13F Shares 281K 253K 11.02%
Total Value $9M $7M 24.01%
New Positions 5 5 -
Increased Positions 5 5 -
Closed Positions 5 4 +1
Reduced Positions 5 6 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: REIT

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Institutional Holders (2026 Q2)

17 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in REIT. Verified SEC 13F-HR filings.

QUARTER:
Top 17 REIT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ellsworth Advisors, LLC 0.80% 159,149 $4.9M
2 Virtue Capital Management, LLC 0.09% 21,445 $651K
3 OneAscent Wealth Management LLC 0.07% 7,350 $223K
4 Fermata Advisors, LLC 0.05% 8,834 $268K
5 Park Edge Advisors, LLC 0.05% 8,353 $254K
6 Main Street Group, LTD 0.02% 3,071 $93K
7 Kestra Private Wealth Services, LLC 0.01% 31,615 $960K
8 Summit Financial, LLC 0.00% 7,730 $235K
9 &Partners 0.00% 16,560 $503K
10 IMA Advisory Services, Inc. 0.00% 600 $18K
11 Harbour Investments, INC. 0.00% 2,038 $62K
12 Two Sigma Investments, LP 0.00% 10,000 $304K
13 Integrated Wealth Concepts LLC 0.00% 794 $24K
14 Osaic Holdings, INC. 0.00% 2,274 $69K
15 National Bank of Canada /Fi/ 0.00% 674 $20K
16 Mercer Global Advisors Inc /Adv 0.00% 208 $6K
17 Morgan Stanley 0.00% 203 $6K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Alps ETF Tr (REIT)

What does the Smart Money Trend signal show for REIT?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for REIT?

Slight buying edge — 50% buying: Last quarter: 10 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for REIT holders?

Smaller funds dominant — 4% AUM from top-100: 2 of 17 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held REIT?

47% of holders stayed for 2+ years: 8 out of 17 hedge funds have held REIT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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