Free Trial
→ Trump's Law S.1582: $21T Dollar Revolution Coming (From Brownstone Research) (Ad)tc pixel Free AVRE Stock Alerts

Avantis Real Estate ETF (AVRE) Institutional Ownership

$44.73 +0.25 (+0.56%)
Closing price 10/17/2025 04:10 PM Eastern
Extended Trading
$44.74 +0.01 (+0.02%)
As of 10/17/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Avantis Real Estate ETF (NYSEARCA:AVRE)

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$253.61M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$37.14M
Get AVRE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Avantis Real Estate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AVRE Institutional Buying and Selling by Quarter

Avantis Real Estate ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2025Clune & Associates LTD.6,015$268K0.1%+20.7%0.040%
10/16/2025 Vestment Financial LLC138,506$6.15M3.5%+7.8%0.923%
10/15/2025 CWM LLC182,278$8.11M0.0%-6.7%1.215%
10/15/2025 Level Financial Advisors164,072$7.30M2.1%+4.4%1.094%
10/14/2025 Prairiewood Capital LLC256,630$11.42M3.8%+9.5%1.711%
10/14/2025 Physician Wealth Solutions Inc.296,184$13.17M5.8%-0.6%1.975%
10/14/2025 Seaside Wealth Management Inc.236,768$10.53M3.1%+3.0%1.578%
10/14/2025 TCI Wealth Advisors Inc.19,418$864K0.1%-15.4%0.129%
10/10/2025 Fifth Third Securities Inc.12,952$576K0.0%N/A0.086%
10/9/2025 Sprinkle Financial Consultants LLC35,700$1.59M0.9%+8.7%0.238%
10/9/2025 ShankerValleau Wealth Advisors Inc.358,277$15.94M4.1%+6.1%2.389%
10/8/2025 Quantum Financial Advisors LLC384,991$17.12M2.1%+6.1%2.584%
10/8/2025 Cypress Point Wealth Management LLC5,240$233K0.0%-28.9%0.035%
10/6/2025 Collective Family Office LLC103,319$4.60M1.1%+1.6%0.693%
9/26/2025Corient Private Wealth LLC169,888$7.50M0.0%-25.6%1.228%
9/4/2025Osaic Holdings Inc.25,668$1.13M0.0%-12.3%0.185%
8/25/2025BLVD Private Wealth LLC39,054$1.73M1.6%N/A0.282%
8/15/2025North Ridge Wealth Advisors Inc.103,133$4.55M2.8%+0.3%0.745%
8/15/2025Corient Private Wealth LLC169,888$7.50M0.0%-25.6%1.228%
8/15/2025MML Investors Services LLC61,291$2.71M0.0%+13.4%0.443%
8/14/2025Jane Street Group LLC31,958$1.41M0.0%-30.1%0.231%
8/14/2025Sentinel Wealth Management Inc.60,836$2.69M2.5%N/A0.440%
8/13/2025Flow Traders U.S. LLC47,599$2.10M0.1%+48.8%0.344%
8/13/2025GeoWealth Management LLC23,363$1.03M0.0%-2.5%0.169%
8/13/2025Nicolet Bankshares Inc.147,258$6.50M1.1%+4.9%1.064%
8/13/2025Northwestern Mutual Wealth Management Co.12,560$555K0.0%+248.3%0.091%
8/12/2025Burk Holdings LLC62,323$2.75M1.7%N/A0.450%
8/12/2025Hill Investment Group Partners LLC736,986$32.55M4.2%-4.2%5.325%
8/12/2025American Century Companies Inc.347,779$15.36M0.0%+7.2%2.513%
8/12/2025BWM Planning LLC8,367$369K0.1%-34.1%0.060%
8/11/2025Diversified Portfolios Inc.20,178$891K0.1%+178.8%0.148%
8/11/2025Empowered Funds LLC1,124,974$49.68M0.6%-6.3%8.248%
8/8/2025Pacific Life Fund Advisors LLC35,254$1.56M0.2%-50.0%0.258%
8/8/2025Capstone Financial Advisors Inc.305,545$13.49M0.8%+9.0%2.240%
8/8/2025Good Life Advisors LLC8,419$372K0.0%+3.4%0.062%
8/8/2025Austin Wealth Management LLC121,431$5.29M0.9%+64.0%0.890%
8/7/2025Nwam LLC4,903$217K0.0%-6.1%0.036%
8/6/2025Valued Wealth Advisors LLC79,896$3.53M1.8%+4.6%0.586%
8/6/2025AE Wealth Management LLC20,450$903K0.0%+92.7%0.150%
8/6/2025Entrewealth LLC23,305$1.03M0.7%+58.3%0.171%
8/5/2025WorthPointe LLC234,446$10.35M4.4%-1.7%1.719%
8/5/2025Avant Financial Advisors LLC13,363$590K0.5%+5.5%0.098%
8/4/2025Haven Private LLC19,743$872K0.4%-16.6%0.145%
8/4/2025Arcadia Wealth Management Inc.52,427$2.32M1.6%+3.3%0.384%
8/1/2025Equita Financial Network Inc.169,789$7.50M3.0%-6.7%1.245%
8/1/2025Red Lighthouse Investment Management LLC61,996$2.74M1.0%-21.4%0.455%
8/1/2025Envestnet Asset Management Inc.179,227$7.92M0.0%+11.2%1.314%
7/31/2025Focus Partners Advisor Solutions LLC322,564$14.24M0.2%+464.4%2.365%
7/31/2025Curio Wealth LLC5,326$235K0.1%+48,318.2%0.039%
7/30/2025Bayshore Asset Management LLC23,556$1.04M0.5%+95.0%0.173%
7/30/2025Strategic Blueprint LLC133,403$5.89M0.3%+8.3%0.978%
7/30/2025Forum Financial Management LP40,874$1.81M0.0%+15.6%0.300%
7/30/2025Clune & Associates LTD.4,985$220K0.1%+5.5%0.037%
7/29/2025Werba Rubin Papier Wealth Management22,553$996K0.2%-3.8%0.165%
7/29/2025Flagstone Financial Management24,437$1.08M0.3%+7.4%0.179%
7/28/2025Axxcess Wealth Management LLC20,090$887K0.0%+9.9%0.147%
7/25/2025 CWM LLC195,339$8.63M0.0%+1.8%1.432%
7/24/2025Endeavor Private Wealth Inc.11,501$508K0.2%+17.9%0.084%
7/24/2025WMG Financial Advisors LLC94,357$4.17M1.5%-3.0%0.692%
7/24/2025Morton Brown Family Wealth LLC9,769$431K0.1%+3.9%0.072%
7/23/2025Allegiance Financial Group Advisory Services LLC249,747$11.03M2.9%+8.5%1.831%
7/23/2025Quarry Hill Advisors LLC116,003$5.12M3.0%+1.6%0.850%
7/23/2025HTG Investment Advisors Inc.66,304$2.93M1.1%+8.2%0.486%
7/22/2025Simplicity Wealth LLC207,576$9.17M0.4%+113.4%1.522%
7/22/2025Wealthcare Advisory Partners LLC72,436$3.20M0.1%-15.8%0.531%
7/21/2025Life Planning Partners Inc29,186$1.29M1.0%+4.1%0.214%
7/21/2025 Keb Asset Management LLC10,790$476K0.1%+66.6%0.079%
7/18/2025Magnolia Private Wealth LLC9,892$437K0.3%+84.1%0.073%
7/18/2025 FMB Wealth Management5,800$256K0.1%+10.1%0.043%
7/17/2025Poinciana Advisors Group LLC14,313$632K0.6%-4.3%0.105%
7/17/2025LexAurum Advisors LLC199,629$8.82M1.4%+47.0%1.464%
7/17/2025SC&H Financial Advisors Inc.26,838$1.19M0.2%+5.1%0.197%
7/16/2025 Prairiewood Capital LLC234,465$10.35M3.8%+3.7%1.719%
7/16/2025 TCI Wealth Advisors Inc.22,943$1.01M0.1%N/A0.168%
7/16/2025Leading Edge Financial Planning LLC126,027$5.57M1.5%+21.0%0.924%
7/15/2025 Level Financial Advisors157,087$6.94M2.2%-0.4%1.152%
7/15/2025 Vestment Financial LLC128,539$5.70M3.6%+7.7%0.942%
7/14/2025BetterWealth LLC314,040$13.87M3.6%+2.5%2.302%
7/14/2025Parkshore Wealth Management Inc.58,689$2.59M1.3%-16.3%0.430%
7/14/2025Park Avenue Securities LLC88,126$3.89M0.0%+13.4%0.646%
7/11/2025 Quantum Financial Advisors LLC362,799$16.02M2.2%-0.9%2.660%
7/11/2025 Sprinkle Financial Consultants LLC32,849$1.45M0.9%-7.7%0.241%
7/11/2025 Physician Wealth Solutions Inc.297,943$13.16M6.1%-3.3%2.184%
7/10/2025Waypoint Wealth Partners Inc.34,746$1.53M0.4%-1.0%0.255%
7/9/2025 Seaside Wealth Management Inc.229,823$10.15M3.2%+3.8%1.685%
7/8/2025Apella Capital LLC27,757$1.22M0.0%-1.1%0.203%
7/8/2025 ShankerValleau Wealth Advisors Inc.337,781$14.92M4.3%+2.1%2.476%
7/3/2025Lam Group Inc.89,120$3.94M2.6%-15.3%0.661%
7/3/2025 Collective Family Office LLC101,653$4.49M1.2%-7.8%0.754%
5/29/2025Parkshore Wealth Management Inc.70,103$3.02M1.8%-4.8%0.534%
5/20/2025Focus Partners Wealth304,002$13.08M0.0%N/A2.317%
5/19/2025Jane Street Group LLC45,752$1.97M0.0%-50.3%0.349%
5/16/2025Empowered Funds LLC1,201,130$51.66M0.7%+1.1%9.155%
5/16/2025Jones Financial Companies Lllp25,911$1.11M0.0%+3,704.8%0.197%
5/16/2025AQR Capital Management LLC29,597$1.27M0.0%+38.9%0.226%
5/16/2025Aprio Wealth Management LLC70,345$3.03M0.4%-8.4%0.536%
5/15/2025Focus Partners Advisor Solutions LLC57,148$2.46M0.0%+97.9%0.436%
5/15/2025OLD Mission Capital LLC15,008$645K0.0%N/A0.114%
5/14/2025Entrewealth LLC14,726$633K0.5%+35.1%0.113%
5/14/2025Nicolet Bankshares Inc.140,446$6.04M1.2%+4.7%1.077%
(Data available from 1/1/2016 forward)

AVRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVRE shares?

During the previous two years, 136 institutional investors and hedge funds held shares of Avantis Real Estate ETF. The most heavily invested institutionals were CCM Investment Group LLC ($51.43M), Empowered Funds LLC ($49.68M), Hill Investment Group Partners LLC ($32.55M), Quantum Financial Advisors LLC ($17.12M), ShankerValleau Wealth Advisors Inc. ($15.94M), American Century Companies Inc. ($15.36M), and Focus Partners Advisor Solutions LLC ($14.24M).Learn more on Avantis Real Estate ETF's institutional investors.

Which institutional investors have been buying Avantis Real Estate ETF's stock?

Of the 124 institutional investors that purchased Avantis Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CCM Investment Group LLC ($1.20M), Life Planning Partners Inc ($1.11M), Empowered Funds LLC ($588.43K), Carlson Capital Management ($373.12K), Aprio Wealth Management LLC ($321.94K), Focus Partners Advisor Solutions LLC ($306.83K), and Focus Partners Wealth ($304.00K).

How much institutional buying is happening at Avantis Real Estate ETF?

Institutional investors have bought a total of 5,902,012 shares in the last 24 months. This purchase volume represents approximately $253.61M in transactions.

Which of Avantis Real Estate ETF's major shareholders have been selling company stock?

Of the 50 institutional investors that sold Avantis Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($167.57K), Corient Private Wealth LLC ($121.43K), Empowered Funds LLC ($76.16K), Capstone Financial Advisors Inc. ($62.39K), Carlson Capital Management ($49.42K), Pacific Life Fund Advisors LLC ($39.45K), and Hill Investment Group Partners LLC ($33.22K).

How much institutional selling is happening at Avantis Real Estate ETF?

Institutional investors have sold a total of 839,847 shares in the last 24 months. This volume of shares sold represents approximately $37.14M in transactions.


Related Companies

This page (NYSEARCA:AVRE) was last updated on 10/19/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
$100 Trillion “AI Metal” Found in American Ghost Town
Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...
Brownstone Research | Sponsoredtc pixel
Front-Run Buffett's Shocking Gold Move
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
Trump’s new nightmare begins
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
Buy alert: Move $1,000 before Tesla’s Optimus launch
Elon's $1,000,000,000,000 payday Elon Musk just made his biggest insider purchase of Tesla stock ever. He's...
Altimetry | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel