Among active 13F managers last quarter, 4 opened and 5 added, while 3 reduced; the largest holder to move was Ellsworth Advisors, LLC (+6.6%).
21 tracked 13F filers disclose a position in REIT as of the latest SEC 13F filings, a combined $8.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Ellsworth Advisors, LLC | 159K | $4.9M | ▲+6.6% Added · +10K sh | Q2 2026 | |
| 2 | Kestra Private Wealth Services, LLC | 32K | $960K | ▼−3.0% Reduced · −978 sh | Q2 2026 | |
| 3 | Virtue Capital Management, LLC | 21K | $651K | ▲New +21K sh | Q2 2026 | |
| 4 | &Partners | 17K | $503K | —Held | Q2 2026 | |
| 5 | Two Sigma Investments, LP | 12K | $314K | ▲+20% Added · +2K sh | Q1 2026 | |
| 6 | GTS Securities LLC | 10K | $262K | ▼−7.0% Reduced · −725 sh | Q1 2026 | |
| 7 | Fermata Advisors, LLC | 9K | $268K | ▼−2.0% Reduced · −179 sh | Q2 2026 | |
| 8 | Park Edge Advisors, LLC | 8K | $254K | ▲+4.8% Added · +387 sh | Q2 2026 | |
| 9 | Summit Financial, LLC | 8K | $235K | ▼−5.7% Reduced · −469 sh | Q2 2026 | |
| 10 | OneAscent Wealth Management LLC | 7K | $223K | ▲New +7K sh | Q2 2026 | |
| 11 | National Bank Of Canada | 3K | $85K | ▼−3.2% Reduced · −104 sh | Q1 2026 | |
| 12 | Main Street Group, LTD | 3K | $93K | ▲+0.7% Added · +21 sh | Q2 2026 | |
| 13 | Harbour Investments, Inc. | 2K | $56K | ▲+10% Added · +189 sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | 794 | $24K | ▲New +794 sh | Q2 2026 | |
| 15 | IMA Advisory Services, Inc. | 600 | $18K | ▲New +600 sh | Q2 2026 | |
| 16 | Larson Financial Group LLC | 104 | $3K | ▲New +104 sh | Q1 2026 | |
| 17 | Osaic Holdings, Inc. | 11 | $300 | —Held | Q1 2026 | |
| 18 | Northwestern Mutual Wealth Management Co | 4 | $109 | ▼−100% Reduced · −3K sh | Q1 2026 | |
| 19 | Vanguard Advisers Inc | 3 | $82 | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 20 | Morgan Stanley | 1 | $34 | —Held | Q1 2026 | |
| 21 | Farther Finance Advisors, LLC | 1 | $25 | ▲New +1 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in REIT and 5 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 12 funds | $2.7B |
| Apple IncAAPL | 12 funds | $2.3B |
| Amazon.com IncAMZN | 12 funds | $1.7B |
| Ishares Core S&P 500 ETFIVV | 12 funds | $1.3B |
| JPMorgan Chase & CoJPM | 12 funds | $1.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 12 funds | $984.8M |
| Costco Wholesale CorpCOST | 12 funds | $962.7M |
| Invesco QQQ Trust Series 1QQQ | 12 funds | $942.0M |
| Microsoft CorpMSFT | 12 funds | $904.5M |
| Broadcom IncAVGO | 12 funds | $899.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $823.0M |
| Vanguard S&P 500 ETFVOO | 12 funds | $771.2M |
Ranked by how many of REIT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in REIT.
No filings captured for this ticker in the live stream yet.
Connected entities for REIT
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/REIT/capital-change-brief"
Use Arkolith's capital_change_brief for REIT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for REIT. Filings are public domain, sourced to SEC EDGAR.