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REIT — ALPS ETF TR

Reported value held$778.50K
Funds holding (latest)5
Sector—
Funds holding (Q2 2026)2
Institutional value$309.97K · 10.20K sh
New / Add / Cut / Exit0 / 1 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -11.3% (-1.30K sh)
Institutional value change Down -1.4%

As of Q2 2026, 2 SEC-registered investment managers reported holding REIT (ALPS ETF TR) in their latest 13F filings, with a combined reported value of $309.97K across 10.20K shares. That is -11.3% by share count (-1.30K shares) versus the previous quarter, while reported value moved -1.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Two Sigma Investments history 10.00K $303.80K 0.00% Reduce
Morgan Stanley history 203 $6.17K 0.00% Add

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Two Sigma Investments history 11.50K $314.47K 0.00% Add
Morgan Stanley history 1 $34 0.00% New

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Two Sigma Investments history 9.60K $252.20K 0.00% New

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 2.62K $70.33K 0.00% New
Morgan Stanley history 1 $31 0.00% New

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 15.13K $398.18K 0.00% Hold

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 15.13K $413.16K 0.00% New
Morgan Stanley history 1 $48 0.00% Hold

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 5 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q2 2023Q4 2022Q1 2022Q3 2021
Two Sigma Investments 10.00K 11.50K 9.60K — — — — — — — — — — — —
Morgan Stanley 203 1 — 1 — 1 1 117 1 1 1 — — — 1
UBS Group AG — — — 2.62K — — — — — — — 277 — — —
Fidelity Management & Research (FMR) — — — — — — — — — — 1 — 1 1 —
Goldman Sachs Group — — — — 15.13K 15.13K — — — — — — — — —

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