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Sunday, August 23, 2026The Morning Brief →Sign in

ALPS Active REIT ETF

$30.76-0.11% today
263252-WK

The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of REITs. It will primarily invest in publicly traded common equity securities of U.S. REITs. The fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It is non-diversified.

Price & daily flows
30.628.927.2Fri Aug 21 · CIM's Tysons sale puts a $168/SF marker on office distressFri Aug 21 · SEC proposal would give semi-liquid funds one national shelfFri Aug 21 · First-time sponsors flood a $233 billion shelfThu Aug 20 · Semi-liquid capital rotates from BDC exits into hard assetsThu Aug 20 · The Semi-Liquid Exit Now Has a Cover Charge30.76DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +17.0% so far this year. At 0.68% a year it is not the cheapest way in — VNQ runs the same ground at 0.12%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$36Massets under management
0.68%expense ratio · $68 per $10,000 a year
net flow, trailing month
14Kavg daily volume, 30 days
30holdings · US-domiciled
2021listed February 24, 2021 · beta 0.25
Sector weights
Real Estate100%
Finance98.15%
Other1.79%
Mutual fund1.75%
Cash0.11%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
United States100%
Other1.86%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-0.1%
1 month-1.6%
3 months+2.2%
6 months+7.6%
YTD+17.0%
1 year+15.2%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

The risk read
13%realized volatility, 30 days (annualized)
13%realized volatility, 1 year
-7.9%deepest fall from a peak, 1 year
-3.6%where it sits vs. that peak today

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

The case against REIT

Due diligence cuts both ways. These funds sit on the same shelf and beat REIT on at least one dimension that matters — the fee, the asset base, or where the money is going.

FundFeeAssetsFlow, 1MThe case
USRT iShares Core U.S. REIT ETF0.08%$3.7B-60bp on fee · 105× the assetsHead-to-head
VNQ Vanguard Real Estate Index Fund0.12%$36.5B-56bp on fee · 1026× the assetsHead-to-head
VNQI Vanguard Global ex-U.S. Real Estate Index Fund0.12%$3.6B-56bp on fee · 102× the assetsHead-to-head
REET iShares Global REIT ETF0.14%$4.7B-54bp on fee · 132× the assetsHead-to-head
ICF iShares Cohen & Steers REIT ETF0.33%$2B-35bp on fee · 57× the assetsHead-to-head
Sign in to save this to The RecordA timestamped copy for the file — documentation, not advice.
InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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