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Avantis Real Estate ETF (AVRE) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$237.14M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$47.87M
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AVRE Institutional Buying and Selling by Quarter

Avantis Real Estate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth304,002$13.08M0.0%N/A2.317%
5/19/2025 Jane Street Group LLC45,752$1.97M0.0%-50.3%0.349%
5/16/2025 Empowered Funds LLC1,201,130$51.66M0.7%+1.1%9.155%
5/16/2025 Jones Financial Companies Lllp25,911$1.11M0.0%+3,704.8%0.197%
5/16/2025 AQR Capital Management LLC29,597$1.27M0.0%+38.9%0.226%
5/16/2025 Aprio Wealth Management LLC70,345$3.03M0.4%-8.4%0.536%
5/15/2025 Focus Partners Advisor Solutions LLC57,148$2.46M0.0%+97.9%0.436%
5/15/2025 OLD Mission Capital LLC15,008$645K0.0%N/A0.114%
5/14/2025 Entrewealth LLC14,726$633K0.5%+35.1%0.113%
5/14/2025 Nicolet Bankshares Inc.140,446$6.04M1.2%+4.7%1.077%
5/14/2025 Hill Investment Group Partners LLC769,364$33.09M4.5%+0.7%5.900%
5/14/2025 Northwestern Mutual Wealth Management Co.3,606$155K0.0%-38.6%0.028%
5/14/2025 Flow Traders U.S. LLC31,984$1.38M0.1%N/A0.245%
5/13/2025 American Century Companies Inc.324,287$13.95M0.0%+7.1%2.487%
5/13/2025 Waypoint Wealth Partners Inc.35,111$1.51M0.4%-6.9%0.269%
5/12/2025 CCM Investment Group LLC1,200,779$51.43M5.4%N/A9.208%
5/12/2025 Arcadia Wealth Management Inc.50,772$2.18M1.7%+4.2%0.389%
5/9/2025 Keb Asset Management LLC6,475$278K0.1%N/A0.050%
5/9/2025 Chicago Partners Investment Group LLC94,110$4.12M0.1%+0.5%0.722%
5/9/2025 North Ridge Wealth Advisors Inc.102,832$4.42M3.0%-0.4%0.789%
5/9/2025 Capstone Financial Advisors Inc.280,245$12.05M0.8%-18.2%2.149%
5/9/2025 Haven Private LLC23,676$1.02M0.6%-32.7%0.182%
5/8/2025 Endeavor Private Wealth Inc.9,753$419K0.2%+7.1%0.075%
5/8/2025 Nicolet Advisory Services LLC304,330$12.25M1.2%+5.5%2.334%
5/7/2025 Werba Rubin Papier Wealth Management23,454$1.01M0.2%+25.3%0.180%
5/7/2025 LPL Financial LLC152,412$6.56M0.0%-1.0%1.169%
5/6/2025 AE Wealth Management LLC10,614$456K0.0%+115.4%0.081%
5/6/2025 WorthPointe LLC238,494$10.26M4.6%+1.6%1.829%
5/6/2025 Physician Wealth Solutions Inc.307,958$13.25M6.7%-1.8%2.362%
5/6/2025 WMG Financial Advisors LLC97,272$4.18M1.8%+5.9%0.746%
5/5/2025 Parkworth Wealth Management Inc.20,214$869K0.7%+2.5%0.155%
5/5/2025 IFP Advisors Inc4,337$187K0.0%-51.5%0.033%
5/5/2025 PCG Wealth Advisors LLC33,993$1.46M0.5%+54.1%0.261%
5/5/2025 Allegiance Financial Group Advisory Services LLC230,095$9.90M3.0%+10.4%1.765%
5/5/2025 Nwam LLC5,223$225K0.0%-9.1%0.040%
5/2/2025 Forum Financial Management LP35,354$1.52M0.0%N/A0.271%
5/2/2025 HTG Investment Advisors Inc.61,288$2.64M1.1%+16.1%0.470%
5/2/2025 MB Generational Wealth LLC9,214$396K0.3%-49.3%0.071%
5/2/2025 Seaside Wealth Management Inc.221,387$9.52M3.4%+5.7%1.698%
5/2/2025 Larson Financial Group LLC11,405$491K0.0%-7.4%0.087%
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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%
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%
3/24/2025 Avant Financial Advisors LLC12,574$527K0.5%N/A0.098%
3/6/2025 Arcadia Wealth Management Inc.48,724$2.04M1.7%N/A0.382%
2/25/2025 Heck Capital Advisors LLC1,087$46K0.0%N/A0.010%
2/25/2025 Armis Advisers LLC6,557$275K0.0%N/A0.061%
2/18/2025 Focus 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%
2/17/2025 CoreCap Advisors LLC5,361$225K0.0%+953.2%0.050%
2/17/2025 Cardiff Park Advisors LLC57,659$2.42M0.2%+0.4%0.540%
2/17/2025 Aptus Capital Advisors LLC713$30K0.0%-81.3%0.007%
2/14/2025 Mercer Global Advisors Inc. ADV61,020$2.56M0.0%N/A0.571%
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2/14/2025 Jane Street Group LLC92,014$3.86M0.0%-19.7%0.862%
2/14/2025 Capstone 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%
2/14/2025 MML Investors Services LLC57,833$2.42M0.0%+3.2%0.542%
2/14/2025 GeoWealth Management LLC28,754$1.21M0.0%+7.8%0.269%
2/13/2025 Mariner LLC10,988$461K0.0%+2.5%0.103%
2/13/2025 Nicolet Bankshares Inc.134,205$5.63M1.3%+4.7%1.257%
2/13/2025 Rockefeller Capital Management L.P.11,685$490K0.0%N/A0.109%
2/13/2025 Garrison Point Advisors LLC13,704$574K0.3%N/A0.128%
(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, 131 institutional investors and hedge funds held shares of Avantis Real Estate ETF. The most heavily invested institutionals were Empowered Funds LLC ($51.66M), CCM Investment Group LLC ($51.43M), Hill Investment Group Partners LLC ($33.09M), Quantum Financial Advisors LLC ($15.74M), ShankerValleau Wealth Advisors Inc. ($14.23M), American Century Companies Inc. ($13.95M), and Physician Wealth Solutions Inc. ($13.25M).Learn more on AVRE's institutional investors.

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

Of the 120 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: CCM Investment Group LLC ($1.20M), Life Planning Partners Inc ($1.11M), Empowered Funds LLC ($588.43K), Aprio Wealth Management LLC ($539.61K), Carlson Capital Management ($373.12K), Focus Partners Wealth ($304.00K), and Physician Wealth Solutions Inc. ($245.76K).

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

Institutional investors have bought a total of 8,895,674 shares in the last 24 months. This purchase volume represents approximately $376.16M in transactions.

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

Of the 54 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 ($469.26K), Carlson Capital Management ($244.57K), Lam Group Inc. ($159.92K), Jane Street Group LLC ($153.78K), Larson Financial Group LLC ($136.76K), and Waypoint Capital Advisors LLC ($108.42K).

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

Institutional investors have sold a total of 2,601,956 shares in the last 24 months. This volume of shares sold represents approximately $113.15M in transactions.



This page (NYSEARCA:AVRE) was last updated on 5/23/2025 by MarketBeat.com Staff
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