REIT — ALPS ETF TR
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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Two Sigma Investments history | 10.00K | $303.80K | 0.00% | Reduce |
| Morgan Stanley history | 203 | $6.17K | 0.00% | Add |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Two Sigma Investments history | 11.50K | $314.47K | 0.00% | Add |
| Morgan Stanley history | 1 | $34 | 0.00% | New |
Q4 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Two Sigma Investments history | 9.60K | $252.20K | 0.00% | New |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 2.62K | $70.33K | 0.00% | New |
| Morgan Stanley history | 1 | $31 | 0.00% | New |
Q2 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 15.13K | $398.18K | 0.00% | Hold |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q2 2023 | Q4 2022 | Q1 2022 | Q3 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 | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details