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Avantis Real Estate ETF (AVRE) Institutional Ownership

$44.78 +0.15 (+0.34%)
Closing price 10/12/2026 04:10 PM Eastern
Extended Trading
$44.82 +0.03 (+0.08%)
As of 10/12/2026 07:30 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 Massive. Learn more.
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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)
$227.64M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$64.74M
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AVRE Institutional Buying and Selling by Quarter

Avantis Real Estate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Sprinkle Financial Consultants LLC73,868$3.28M1.2%+19.0%0.387%
10/8/2026Farther Finance Advisors LLC32,748$1.45M0.0%+29.7%0.171%
10/8/2026CoreCap Advisors LLC27,595$1.22M0.0%N/A0.144%
10/8/2026Apella Capital LLC29,445$1.29M0.0%N/A0.154%
10/5/2026Collective Family Office LLC129,105$5.73M1.2%N/A0.676%
9/23/2026Envestnet Asset Management Inc.275,963$13.08M0.0%+10.8%1.533%
9/15/2026Cherry Tree Wealth Management LLC944$45K0.0%+79.1%0.005%
9/9/2026Capstone Financial Advisors Inc.311,435$14.76M0.7%-1.6%1.730%
9/9/2026Tortoise Investment Management LLC6,410$304K0.0%-23.8%0.036%
9/9/2026Sequoia Financial Advisors LLC1,031,592$48.88M0.2%+4.4%5.731%
9/9/2026Cahill Financial Advisors Inc.5,389$255K0.0%N/A0.030%
9/9/2026Baird Financial Group Inc.18,148$860K0.0%N/A0.101%
8/27/2026Corient Private Wealth LP156,367$7.41M0.0%-8.3%0.869%
8/23/2026Ameritas Advisory Services LLC17,462$827K0.0%N/A0.097%
8/23/2026Henrickson Nauta Wealth Advisors Inc.7,925$375K0.1%-36.0%0.044%
8/23/2026PCG Wealth Advisors LLC34,818$1.65M0.4%+0.7%0.193%
8/23/2026Endeavor Private Wealth Inc.14,063$666K0.2%+15.1%0.078%
8/23/2026Beaird Harris Wealth Management LLC68,393$3.24M0.2%-1.5%0.380%
8/22/2026SeedSafe Financial LLC17,944$850K0.6%N/A0.100%
7/10/2026Lam Group Inc.134,940$6.39M3.2%+2.0%0.758%
7/10/2026Torren Management LLC16,794$796K0.4%+272.5%0.094%
7/10/2026ShankerValleau Wealth Advisors Inc.384,164$18.20M4.8%+2.8%2.134%
7/10/2026Wealthcare Advisory Partners LLC84,291$3.99M0.1%+7.3%0.474%
7/8/2026Beaird Harris Wealth Management LLC68,393$3.24M0.2%-1.5%0.384%
7/8/2026Quantum Financial Advisors LLC455,253$21.57M1.9%+7.3%2.558%
7/8/2026Sprinkle Financial Consultants LLC62,091$2.94M1.2%+16.0%0.349%
7/8/2026Apella Capital LLC29,266$1.41M0.0%+3.8%0.164%
7/8/2026Evanson Financial LLC5,912$280K0.0%N/A0.033%
7/7/2026CoreCap Advisors LLC29,671$1.41M0.0%+18.7%0.167%
7/2/2026Collective Family Office LLC126,364$5.99M1.2%+5.9%0.714%
5/18/2026Empowered Funds LLC1,237,572$54.48M0.3%+7.6%7.367%
5/16/2026Quantinno Capital Management LP15,254$671K0.0%+30.4%0.091%
5/15/2026Cardiff Park Advisors LLC49,634$2.19M0.2%-3.1%0.295%
5/14/2026B&D White Capital Company LLC40,331$1.78M0.2%+14.8%0.240%
5/5/2026MB Generational Wealth LLC16,419$723K0.4%-20.8%0.098%
5/5/2026Avantax Planning Partners Inc.6,499$286K0.0%+4.2%0.039%
5/4/2026Chicago Partners Investment Group LLC101,011$4.74M0.1%+7.0%0.601%
5/4/2026Sentinel Wealth Management Inc.135,448$5.96M4.8%+13.6%0.806%
5/2/2026Pacific Life Fund Advisors LLC33,455$1.47M0.2%-4.8%0.199%
5/2/2026Vestment Financial LLC154,811$7.43M3.8%+1.5%0.921%
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5/1/2026Seaside Wealth Management Inc.273,411$12.04M3.4%+2.9%1.627%
5/1/2026Sequoia Financial Advisors LLC987,667$43.48M0.2%+169.1%5.950%
4/30/2026Torren Management LLC4,509$198K0.1%+7.7%0.027%
4/30/2026Valued Wealth Advisors LLC94,206$4.15M1.7%+0.7%0.568%
4/30/2026Kestra Advisory Services LLC13,002$572K0.0%+109.4%0.078%
4/29/2026Rockwood Wealth Management LLC32,111$1.41M0.1%N/A0.193%
4/27/2026TCI Wealth Advisors Inc.28,478$1.25M0.1%+46.6%0.172%
4/27/2026Flagstone Financial Management28,812$1.27M0.3%+2.6%0.174%
4/27/2026Financial Plan Inc.712,325$31.36M3.4%+18.6%4.291%
4/25/2026Bayshore Asset Management LLC21,389$942K0.4%-12.0%0.129%
4/25/2026BetterWealth LLC339,282$14.94M2.9%+2.4%2.044%
4/24/2026Root Financial Partners LLC1,387$61K0.0%N/A0.008%
4/24/2026Equita Financial Network Inc.207,355$9.13M2.9%-0.6%1.249%
4/23/2026Forum Financial Management LP32,899$1.45M0.0%+5.2%0.198%
4/23/2026WMG Financial Advisors LLC56,837$2.50M1.0%-27.8%0.342%
4/23/2026Avant Financial Advisors LLC17,082$752K0.5%+9.2%0.103%
4/23/2026Networth Advisors LLC68,573$3.02M2.1%+4.7%0.413%
4/22/2026Lam Group Inc.132,335$5.83M3.2%+28.0%0.797%
4/20/2026Factor Wealth Management LTD4,644$204K0.0%-24.6%0.028%
4/16/2026Henrickson Nauta Wealth Advisors Inc.12,387$545K0.2%-50.0%0.075%
4/16/2026Sprinkle Financial Consultants LLC53,546$2.36M1.1%+39.9%0.323%
4/16/2026Prairiewood Capital LLC308,563$13.58M3.9%+8.1%1.859%
3/9/2026Corient Private Wealth LLC170,079$7.40M0.0%+5.0%1.090%
2/23/2026Beaird Harris Wealth Management LLC71,891$3.13M0.2%-2.8%0.461%
2/19/2026Axxcess Wealth Management LLC61,803$2.69M0.0%+154.3%0.396%
2/19/2026Corient Private Wealth LLC170,079$7.40M0.0%+5.0%1.090%
2/18/2026Mercer Global Advisors Inc. ADV27,229$1.19M0.0%-19.7%0.175%
2/18/2026Beacon Pointe Advisors LLC45,588$1.98M0.0%-1.2%0.292%
2/17/2026AQR Capital Management LLC33,766$1.47M0.0%+1.0%0.216%
2/17/2026Cardiff Park Advisors LLC51,204$2.23M0.2%-0.4%0.328%
2/17/2026GeoWealth Management LLC26,038$1.13M0.0%+10.6%0.167%
2/17/2026Osaic Holdings Inc.13,345$581K0.0%-47.4%0.086%
2/17/2026Capstone Financial Advisors Inc.317,407$13.82M0.7%+4.3%2.035%
2/17/2026Hill Investment Group Partners LLC442,417$19.26M2.3%-40.3%2.836%
2/17/2026Seaside Wealth Management Inc.265,645$11.56M3.3%+12.2%1.703%
2/16/2026Satovsky Asset Management LLC22,140$964K0.2%+1.1%0.142%
2/16/2026MML Investors Services LLC71,412$3.11M0.0%+15.0%0.458%
2/16/2026Mariner LLC13,742$598K0.0%+1.8%0.088%
2/16/2026Nicolet Advisory Services LLC388,797$17.13M1.2%-18.8%2.492%
2/16/2026North Ridge Wealth Advisors Inc.105,039$4.57M2.6%+1.8%0.673%
2/16/2026Focus Partners Wealth279,529$12.17M0.0%-15.8%1.792%
2/16/2026Garrison Point Advisors LLC7,942$346K0.2%+3.6%0.051%
2/16/2026Ariadne Wealth Management LP9,433$440K0.2%+13.2%0.060%
2/16/2026B&D White Capital Company LLC35,117$1.53M0.2%+111.9%0.225%
2/13/2026Kestra Advisory Services LLC6,209$270K0.0%N/A0.040%
2/13/2026marrick wealth LLC50,686$2.21M1.8%N/A0.325%
2/12/2026Jane Street Group LLC23,338$1.02M0.0%-70.2%0.150%
2/12/2026Financial Engines Advisors L.L.C.14,497$631K0.0%-9.9%0.093%
2/12/2026Commonwealth Equity Services LLC45,124$1.96M0.0%+5.6%0.289%
2/12/2026Haven Private LLC22,165$965K0.4%+4.2%0.142%
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2/12/2026Burk Holdings LLC64,385$2.80M1.3%+2.6%0.413%
2/11/2026Empowered Funds LLC1,149,737$50.05M0.4%N/A7.370%
2/11/2026Focus Partners Advisor Solutions LLC37,016$1.61M0.0%-94.2%0.237%
2/11/2026LPL Financial LLC257,798$11.22M0.0%+18.3%1.653%
2/11/2026Endeavor Private Wealth Inc.12,383$539K0.2%+9.2%0.079%
2/11/2026Curio Wealth LLC5,903$258K0.1%+6.4%0.038%
2/10/2026Arcadia Wealth Management Inc.60,082$2.62M1.5%+10.2%0.385%
2/10/2026Cogent Private Wealth Inc.16,057$699K0.5%N/A0.103%
2/10/2026Northwestern Mutual Wealth Management Co.14,973$652K0.0%+2.8%0.096%
2/10/2026Savant Capital LLC22,164$965K0.0%+6.1%0.142%


AVRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 149 institutional investors and hedge funds held shares of Avantis Real Estate ETF. The most heavily invested institutionals were Empowered Funds LLC ($54.48M), CCM Investment Group LLC ($51.43M), Sequoia Financial Advisors LLC ($48.88M), Financial Plan Inc. ($31.36M), Quantum Financial Advisors LLC ($21.57M), Hill Investment Group Partners LLC ($19.26M), and ShankerValleau Wealth Advisors Inc. ($18.20M).Learn more on Avantis Real Estate ETF's institutional investors.

Of the 134 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: Empowered Funds LLC ($1.39M), CCM Investment Group LLC ($1.20M), Life Planning Partners Inc ($1.11M), Sequoia Financial Advisors LLC ($1.03M), Financial Plan Inc. ($712.33K), Focus Partners Advisor Solutions LLC ($618.91K), and Focus Partners Wealth ($329.12K).

Institutional investors have bought a total of 5,170,836 shares in the last 24 months. This purchase volume represents approximately $227.64M in transactions.

Of the 39 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: Focus Partners Advisor Solutions LLC ($597.63K), Hill Investment Group Partners LLC ($299.04K), Simplicity Wealth LLC ($102.09K), Nicolet Advisory Services LLC ($89.83K), CWM LLC ($66.07K), Jane Street Group LLC ($54.85K), and Focus Partners Wealth ($52.60K).

Institutional investors have sold a total of 1,480,276 shares in the last 24 months. This volume of shares sold represents approximately $64.74M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:AVRE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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