CUSIP 00162Q445ACTIVE REIT ETFREITQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Ellsworth Advisors, LLC | 145.1K | $3.91M |
| 2 | Kestra Private Wealth Services, LLC | 32.6K | $855.7K |
| 3 | &Partners | 26.7K | $700.2K |
| 4 | Summit Financial, LLC | 10.5K | $275.4K |
| 5 | Gts Securities LLC | 10.3K | $270.5K |
| 6 | Two Sigma Investments, LP | 9.6K | $252.2K |
| 7 | Fermata Advisors, LLC | 9.1K | $237.9K |
| 8 | Park Edge Advisors, LLC | 7.7K | $201.4K |
| 9 |
| 3.2K |
| $84.5K |
| 10 | Harbour Investments, Inc. | 1.8K | $48.6K |