REIT
+0.45 · +1.69%
$27.16 · NASDAQ

ALPS Active REIT ETF (REIT) ETF Analysis | Real Estate

ALPS · USA
AUM:$50.0M
#– of – in Real Estate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.68% — moderate cost. Consider how fees compound over long holding periods.

What is REIT?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
REIT returned 6.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.68%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 56.4% of the ETF — significant weight in a small number of names.
ETF Information
AUM$50.0M
Expense Ratio0.68%
Dividend Yield3.12%
Holdings30
Inception DateFeb 2021
Domicile–
Distribution–
Index–
ProviderALPS
Beta1.10
CategoryReal Estate
CurrencyUSD
Portfolio Impact

How would REIT affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

Sign in to overlay your portfolio on the chart.

Sign in
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.6%
1Y
+15.7%
3Y
+35.0%
5Y
+22.2%
OpenBook InsightIf you had invested £10,000 in REIT 5 years ago, it would have grown to £12,220 — a gain of £2,220.

Annual Returns

Calendar year performance

REIT delivered positive returns in 3 of the last 5 calendar years.
YearREIT
2026 YTD+16.0%
2025-0.1%
2024+5.9%
2023+14.1%
2022-20.4%
CAGR 4yr-1.0%
3/5 positive yearsAvg return: +3.1%Worst year: -20.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
12.2%
Low
Momentum
-3.1%
30-day change
Support Level
30.10
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.