Who owns REIT?
ALPS Active REIT ETF · ALPS
16 institutions reported holding REIT, worth $8.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of REIT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Ellsworth Advisors, LLC | Hudson, OH | $4.9M | 159,149 | +9,913 shares |
| Kestra Private Wealth Services, LLC | Austin, TX | $960K | 31,615 | −978 shares |
| Virtue Capital Management, LLC | Brentwood, TN | $651K | 21,445 | New position |
| &Partners | Nashville, TN | $503K | 16,560 | No change |
| Two Sigma Investments, LP | New York, NY | $304K | 10,000 | −1,500 shares |
| Fermata Advisors, LLC | Sonoma, CA | $268K | 8,834 | −179 shares |
| Park Edge Advisors, LLC | Cleveland, OH | $254K | 8,353 | +387 shares |
| Summit Financial, LLC | Parsippany, NJ | $235K | 7,730 | −469 shares |
| OneAscent Wealth Management LLC | Birmingham, AL | $223K | 7,350 | New position |
| Main Street Group, LTD | Glen Allen, VA | $93K | 3,071 | +21 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns REIT?
16 institutional managers reported holding REIT in Form 13F filings for June 30, 2026, worth $8.6M in total. The largest reported position was held by Ellsworth Advisors, LLC, at $4.9M.
Did institutions buy or sell REIT last quarter?
Reported 13F value rose 23.9% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is REIT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.