Free Trial
→ U.S. Stock Market Now on Verge of Collapse (From Stansberry Research) (Ad) Buy AVRE Stock  Free AVRE Stock Alerts

Avantis Real Estate ETF (AVRE) Institutional Ownership

$44.05 +0.83 (+1.92%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$187.37M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$46.73M
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.

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
5/2/2025Forum Financial Management LP35,354$1.52M0.0%N/A0.271%
5/2/2025HTG Investment Advisors Inc.61,288$2.64M1.1%+16.1%0.470%
5/2/2025MB Generational Wealth LLC9,214$396K0.3%-49.3%0.071%
5/2/2025Seaside Wealth Management Inc.221,387$9.52M3.4%+5.7%1.698%
5/2/2025Larson Financial Group LLC11,405$491K0.0%-7.4%0.087%
5/1/2025 CWM LLC191,936$8.26M0.0%+1.4%1.472%
5/1/2025 Valued Wealth Advisors LLC76,378$3.29M2.0%+9.0%0.586%
5/1/2025 Austin Wealth Management LLC74,056$3.16M0.6%+25.3%0.568%
5/1/2025 Park Square Financial Group LLC710$31K0.0%N/A0.005%
4/30/2025 Axxcess Wealth Management LLC18,272$786K0.0%+5.3%0.140%
4/29/2025 Envestnet Asset Management Inc.161,185$6.93M0.0%+4.8%1.236%
4/29/2025 Pacific Life Fund Advisors LLC70,442$3.03M0.3%-5.7%0.540%
4/29/2025 Strategic Blueprint LLC123,148$5.30M0.3%+5.4%0.944%
4/29/2025 OneDigital Investment Advisors LLC117,152$5.04M0.1%-3.3%0.898%
4/28/2025 Clune & Associates LTD.4,723$203K0.1%N/A0.036%
4/28/2025 Equita Financial Network Inc.181,940$7.83M2.7%+15.1%1.395%
4/28/2025 Red Lighthouse Investment Management LLC78,872$3.34M1.3%+12.1%0.605%
4/28/2025 Quarry Hill Advisors LLC114,138$4.91M3.2%+10.7%0.875%
4/28/2025 BetterWealth LLC306,461$13.18M3.7%+7.5%2.350%
4/25/2025 Prairiewood Capital LLC226,000$9.72M4.0%+5.9%1.733%
4/23/2025 Sequoia Financial Advisors LLC124,729$5.37M0.0%N/A0.957%
4/23/2025 SOL Capital Management CO46,107$1.98M0.2%-8.4%0.354%
4/23/2025 Leading Edge Financial Planning LLC104,118$4.48M1.4%+29.6%0.798%
4/23/2025 SC&H Financial Advisors Inc.25,528$1.10M0.2%+7.8%0.196%
4/21/2025 Flagstone Financial Management22,761$979K0.3%+11.3%0.175%
4/17/2025 Sprinkle Financial Consultants LLC35,598$1.53M1.0%+58.2%0.273%
4/17/2025 Life Planning Partners Inc28,036$1.21M1.1%+4.2%0.215%
4/16/2025 Lam Group Inc.105,215$4.53M3.3%+41.5%0.807%
4/16/2025 ShankerValleau Wealth Advisors Inc.330,827$14.23M4.6%+2.9%2.537%
4/16/2025 Cypress Point Wealth Management LLC7,284$313K0.1%+19.4%0.056%
4/16/2025 Signature Resources Capital Management LLC3,792$163K0.1%-15.7%0.029%
4/15/2025 FMB Wealth Management5,267$227K0.1%N/A0.040%
4/15/2025 Magnolia Private Wealth LLC5,372$231K0.1%N/A0.041%
4/15/2025 Vestment Financial LLC119,295$5.16M3.7%+7.9%0.915%
4/15/2025 SJS Investment Consulting Inc.2,494$107K0.0%+32.8%0.019%
4/15/2025 Simplicity Wealth LLC97,275$4.18M0.3%N/A0.746%
4/15/2025 Wealthcare Advisory Partners LLC86,021$3.70M0.1%N/A0.660%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.14,672$591K0.2%+29.2%0.113%
4/14/2025 Park Avenue Securities LLC77,731$3.34M0.0%+13.4%0.596%
4/14/2025 LexAurum Advisors LLC135,835$5.84M1.1%+8.7%1.042%
Trump Makes Major Crypto Announcement (Ad)

Trump's Pro-Crypto Agenda Finally Sparks Market Recovery With Bitcoin surging past $90,000 and altcoins heating up, I'm seeing all the signs of a major market shift For a limited time, I'm revealing the name and complete analysis behind my top Trump-era crypto pick.

Click here to check it out now
4/10/2025 Apella Capital LLC28,066$1.15M0.0%-1.8%0.215%
4/10/2025 DBK Financial Counsel LLC54,020$2.32M2.3%+1.5%0.414%
4/10/2025 Level Financial Advisors157,731$6.78M2.3%+3.0%1.210%
4/9/2025 Quantum Financial Advisors LLC365,936$15.74M2.3%+0.2%2.806%
4/3/2025 Collective Family Office LLC110,231$4.74M1.3%+7.0%0.845%
3/24/2025Avant Financial Advisors LLC12,574$527K0.5%N/A0.098%
3/6/2025Arcadia Wealth Management Inc.48,724$2.04M1.7%N/A0.382%
2/25/2025Heck Capital Advisors LLC1,087$46K0.0%N/A0.010%
2/25/2025Armis Advisers LLC6,557$275K0.0%N/A0.061%
2/18/2025Focus Partners Advisor Solutions LLC28,878$1.21M0.0%+83.5%0.270%
2/17/2025 Vestment Financial LLC110,580$4.57M3.5%N/A1.035%
2/17/2025CoreCap Advisors LLC5,361$225K0.0%+953.2%0.050%
2/17/2025Cardiff Park Advisors LLC57,659$2.42M0.2%+0.4%0.540%
2/17/2025Aptus Capital Advisors LLC713$30K0.0%-81.3%0.007%
2/14/2025Mercer Global Advisors Inc. ADV61,020$2.56M0.0%N/A0.571%
2/14/2025Jane Street Group LLC92,014$3.86M0.0%-19.7%0.862%
2/14/2025Capstone Financial Advisors Inc.342,631$14.36M0.9%+29.5%3.208%
2/14/2025Parkshore Wealth Management Inc.73,672$3.09M1.9%N/A0.690%
2/14/2025 OneDigital Investment Advisors LLC121,180$5.08M0.1%-0.6%1.135%
2/14/2025MML Investors Services LLC57,833$2.42M0.0%+3.2%0.542%
2/14/2025GeoWealth Management LLC28,754$1.21M0.0%+7.8%0.269%
2/13/2025Mariner LLC10,988$461K0.0%+2.5%0.103%
2/13/2025Nicolet Bankshares Inc.134,205$5.63M1.3%+4.7%1.257%
2/13/2025Rockefeller Capital Management L.P.11,685$490K0.0%N/A0.109%
2/13/2025Garrison Point Advisors LLC13,704$574K0.3%N/A0.128%
2/13/2025 Envestnet Asset Management Inc.153,868$6.45M0.0%+10.4%1.441%
2/12/2025Nicolet Advisory Services LLC288,392$11.71M1.1%+5.0%2.700%
2/12/2025 Life Planning Partners Inc26,905$1.13M0.2%+6.9%0.252%
2/12/2025JPMorgan Chase & Co.2,528$106K0.0%+276.8%0.024%
2/12/2025Financial Engines Advisors L.L.C.13,045$547K0.0%+3.3%0.122%
2/12/2025Ariadne Wealth Management LP8,331$359K0.2%N/A0.078%
2/11/2025WorthPointe LLC234,819$9.84M4.0%-1.5%2.199%
2/11/2025 Jackson Thornton Wealth Management LLC5,985$251K0.0%-28.1%0.056%
2/11/2025LPL Financial LLC153,877$6.45M0.0%+43.7%1.441%
2/11/2025American Century Companies Inc.302,921$12.70M0.0%+7.9%2.836%
2/10/2025Entrewealth LLC10,900$457K0.4%N/A0.102%
2/10/2025Carlson Capital Management128,552$5.39M0.2%-9.4%1.204%
2/10/2025 Axxcess Wealth Management LLC17,350$727K0.0%+10.1%0.162%
2/10/2025Curio Wealth LLC4,937$207K0.1%N/A0.046%
2/10/2025Corient Private Wealth LLC214,281$8.98M0.0%-2.0%2.006%
2/10/2025 Poinciana Advisors Group LLC14,949$627K0.6%N/A0.140%
2/10/2025Commonwealth Equity Services LLC24,774$1.04M0.0%+12.2%0.232%
2/10/2025 Austin Wealth Management LLC59,123$2.49M0.5%+12.4%0.554%
2/10/2025Parkworth Wealth Management Inc.19,720$827K0.7%N/A0.185%
2/7/2025Larson Financial Group LLC12,318$516K0.0%-2.2%0.115%
2/7/2025 Red Lighthouse Investment Management LLC70,353$2.95M1.2%+2.4%0.659%
2/7/2025Haven Private LLC35,169$1.47M0.8%N/A0.329%
2/6/2025Physician Wealth Solutions Inc.313,736$13.15M6.6%+0.9%2.938%
2/6/2025WMG Financial Advisors LLC91,869$3.85M1.7%+6.0%0.860%
2/5/2025Allegiance Financial Group Advisory Services LLC208,414$8.74M2.8%+8.4%1.951%
Trump Makes Major Crypto Announcement (Ad)

Trump's Pro-Crypto Agenda Finally Sparks Market Recovery With Bitcoin surging past $90,000 and altcoins heating up, I'm seeing all the signs of a major market shift For a limited time, I'm revealing the name and complete analysis behind my top Trump-era crypto pick.

Click here to check it out now
2/5/2025Nwam LLC5,744$241K0.0%-8.1%0.054%
2/4/2025IFP Advisors Inc8,935$375K0.0%+181.5%0.084%
2/4/2025MB Generational Wealth LLC18,186$762K0.6%+42.8%0.170%
2/3/2025 Aspect Partners LLC756$32K0.0%+152.0%0.007%
2/3/2025Werba Rubin Papier Wealth Management18,718$785K0.2%+5.2%0.175%
1/31/2025 Morton Brown Family Wealth LLC9,383$393K0.1%+22.8%0.088%
1/31/2025 Pacific Life Fund Advisors LLC74,704$3.13M0.3%+2.7%0.699%
1/30/2025 Life Planning Partners Inc1,127,863$47K0.0%+4,382.9%10.561%
1/28/2025Empowered Funds LLC1,187,794$49.79M0.7%+11.1%11.122%
1/28/2025 SC&H Financial Advisors Inc.23,684$993K0.2%-1.8%0.222%
(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, 124 institutional investors and hedge funds held shares of Avantis Real Estate ETF. The most heavily invested institutionals were Empowered Funds LLC ($49.79M), Hill Investment Group Partners LLC ($34.46M), Quantum Financial Advisors LLC ($15.74M), Capstone Financial Advisors Inc. ($14.36M), ShankerValleau Wealth Advisors Inc. ($14.23M), BetterWealth LLC ($13.18M), and Physician Wealth Solutions Inc. ($13.15M).Learn more on AVRE's institutional investors.

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

Of the 117 institutional investors that purchased Avantis Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Life Planning Partners Inc ($1.11M), Empowered Funds LLC ($575.10K), Aprio Wealth Management LLC ($539.61K), Carlson Capital Management ($373.12K), Physician Wealth Solutions Inc. ($245.76K), Prairiewood Capital LLC ($224.71K), and Seaside Wealth Management Inc. ($221.39K).

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

Institutional investors have bought a total of 7,257,547 shares in the last 24 months. This purchase volume represents approximately $305.54M in transactions.

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

Of the 47 institutional investors that sold Avantis Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Quantum Financial Advisors LLC ($813.75K), Aprio Wealth Management LLC ($462.85K), Carlson Capital Management ($244.57K), Lam Group Inc. ($159.92K), Larson Financial Group LLC ($136.76K), Waypoint Capital Advisors LLC ($108.42K), and Jane Street Group LLC ($107.52K).

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

Institutional investors have sold a total of 2,468,598 shares in the last 24 months. This volume of shares sold represents approximately $107.40M in transactions.


Related Companies

This page (NYSEARCA:AVRE) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Secret financial plot unfolding in Washington DC… [DEVELOPING]
What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...
Timothy Sykes | Sponsored
Trump Orders 'National Digital Asset Stockpile'
Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what c...
Crypto 101 Media | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Here’s How to Claim Your Stake in Elon’s Private Company, xAI
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsored
Buffett’s favorite chart just hit 209% – here’s what that means for gold
A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...
Golden Portfolio | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored