REITALPS Active REIT ETF
Seeks total return through dividends and capital appreciation.
By ALPS · Launched 2021
Annual Cost
0.68%
#3,555 of 5,861 · average
Fund Size
$55M
#3,571 of 5,861 · mid-size
Return (1Y)Goal
+21.9%
Track Record
5 years
#2,260 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,404+24.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Active selection
Sector
Real estateFocus
Real Assets
What it actually holds
By weightConcentration
Top 10 holdings = 56.3% of fundmoderately concentrated
Equinix Inc
10.7%
Prologis Inc
9.4%
Welltower Inc
9.2%
Digital Realty Trust Inc
4.5%
Simon Property Group Inc
4.4%
Extra Space Storage Inc
4.2%
Ventas Inc
4.1%
Vici Properties Inc
3.4%
Essex Property Trust Inc
3.4%
Realty Income Corp
3.1%
Asset allocation
Stocks
99.0%
Cash
1.1%
By sector
Real Estate
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.4%Moderate
Year-on-year price swings
Max drawdown
-29.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.44Below average
Sortino (3Y)
0.62Moderate downside risk
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks total return through dividends and capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in publicly traded equity securities of U.S. REITs, including small-, mid-, and large-cap companies. The strategy focuses on individual stock selection based on fundamental research and intrinsic value assessment.
- Inception date
- February 24, 2021
- Fund family
- ALPS
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at REIT. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-04