ALPS Active REIT ETF (REIT)
- Expense ratio0.66%
- Net assets$55.2M
- Dividend yield3.19%
- 1-year return+8.79%
- Holdings29
REIT ETF price chart
REIT quote & trading statistics
REIT performance
Annual returns & drawdowns →- YTD+12.49%
- 1 year+8.79%
- 3 years+13.04%/yr
- 5 years+2.97%/yr
- 10 years0.00%/yr
- 1Y volatility
- 15.82%
- 3Y volatility
- 16.39%
- 3Y Sharpe ratio
- 0.46
Returns include reinvested distributions; 3-, 5- and 10-year figures are annualized.
REIT top 10 holdings
All holdings →| # | Symbol | Name | Weight |
|---|---|---|---|
| 1 | WELL | Welltower Inc | 10.92% |
| 2 | EQIX | Equinix Inc | 9.65% |
| 3 | PLD | Prologis Inc | 8.72% |
| 4 | SPG | Simon Property Group Inc | 5.10% |
| 5 | ESS | Essex Property Trust Inc | 4.50% |
| 6 | MAC | Macerich Company | 4.29% |
| 7 | ELS | Equity Lifestyle Properties Inc | 4.03% |
| 8 | WPC | W P Carey Inc | 3.82% |
| 9 | HST | Host Hotels & Resorts Inc | 3.65% |
| 10 | TRNO | Terreno Realty Corporation | 3.42% |
The top 10 holdings make up 58.1% of the fund (29 holdings in total). As of October 24, 2026.
About ALPS Active REIT ETF
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.
REIT ETF FAQ
What is the REIT expense ratio?
ALPS Active REIT ETF has a net expense ratio of 0.66%, or $66.00 a year for every $10,000 invested.
How much money is in REIT?
ALPS Active REIT ETF has about $55.2M in net assets.
What are the top holdings of REIT?
The largest positions in REIT are Welltower Inc (10.92%), Equinix Inc (9.65%), Prologis Inc (8.72%). The fund holds 29 securities in total.
How has REIT performed?
REIT returned +8.79% over the past year and +2.97% a year over the past five years, including reinvested distributions.
Does REIT pay dividends?
REIT has a dividend yield of 3.19%.
When was REIT launched?
ALPS Active REIT ETF began trading on February 24, 2021.
ETFs similar to REIT
Funds that track the same index or whose top-10 holdings overlap most with REIT's. Overlap: shared top-10 weight as a share of the larger top-10 total of the two funds.
| Symbol | Fund | Overlap | Expense ratio | Net assets | 1-year return |
|---|---|---|---|---|---|
| REIT | ALPS Active REIT ETF | — | 0.66% | $55.2M | +8.79% |
| XLRE | The Real Estate Select Sector SPDR Fund | 52% | 0.08% | $7.99B | +3.71% |
| FPRO | Fidelity Real Estate Investment ETF | 52% | 0.56% | $14.9M | +5.78% |
| JPRE | JPMorgan Realty Income ETF | 51% | 0.50% | $464.9M | +7.30% |
| PSR | Invesco Active U.S. Real Estate Fund | 50% | 0.33% | $56.6M | +9.00% |