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ALPS Active REIT ETF
REIT performance and flow charts
Performance
Flows
Historic performance and flows
Data as of August 31, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -3.22% | +3.67% | +16.24% | +16.95% | +34.18% | +14.80% |
| Flows | +$622K | +$4M | +$5M | +$6M | +$31M | +$31M |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | ALPS |
| N° of holdings | 30 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | February 24, 2021 |
| ESG | No |
More data and info about REIT on Trackinsight
Exposure
Data as of July 31, 2026Diversification
Total weight of top 15 holdings out of 30
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +15.40% | +13.44% | +16.55% | +18.51% |
Max drawdown | -5.65% | -7.41% | -18.24% | -29.57% |
Max drawdown duration | 36d | 42d | 442d | 877d |
Time to recover | N/A | 18d | 312d | 323d |
What type of ETF is REIT?
REIT is a Active ETF that provides exposure to Equity assets. It is managed by ALPS.
What does REIT invest in?
This ETF provides exposure to Other US REIT Equities. It is part of the segment: US Real Estate.
What is the expense ratio of REIT?
The total expense ratio (TER) of REIT is 0.68%, representing the annual fee charged by the fund manager.
When was REIT launched?
REIT was launched on February 24, 2021, marking its entry into the ETF market.
Who is the issuer of REIT?
REIT is issued by ALPS.
What is the AUM of REIT?
As of August 31, 2026, REIT manages $56.42 M, reflecting the total assets held in the fund.
How has REIT performed recently?
As of August 31, 2026, REIT delivered a return of -3.22% over the past month (1M performance), 3.67% over the past three months (3M), and 16.24% year-to-date (YTD).
What are the recent fund flows for REIT?
As of August 31, 2026, REIT has seen net flows of +$622K in the past month (1M flow) and +$5M year-to-date (YTD).
Does REIT pay dividends?
As of August 31, 2026, REIT has a trailing 12-month distribution yield of 2.74%.
How many holdings are in REIT
As of July 31, 2026, REIT holds 30 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is REIT?
As of July 31, 2026, REIT holds 30 securities, with 69.84% of its assets concentrated in its top 15 holdings.
What are the top holdings of REIT?
As of July 31, 2026, REIT holds a portfolio of 30 underlyings, with its largest positions including Welltower, Inc., Prologis, Inc. and Equinix, Inc.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does REIT invest in?
As of July 31, 2026, REIT has its largest geographic exposures in USA.
What sectors or themes does REIT focus on?
As of July 31, 2026, REIT is primarily exposed to Finance.
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