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Avantis Real Estate ETF (AVRE) Institutional Ownership

$47.43 +0.20 (+0.42%)
As of 05/5/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$322.08M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$86.65M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026 MB Generational Wealth LLC16,419$723K0.4%-20.8%0.098%
5/5/2026 Avantax Planning Partners Inc.6,499$286K0.0%+4.2%0.039%
5/4/2026 Chicago Partners Investment Group LLC101,011$4.74M0.1%+7.0%0.601%
5/4/2026 Sentinel Wealth Management Inc.135,448$5.96M4.8%+13.6%0.806%
5/2/2026 Pacific Life Fund Advisors LLC33,455$1.47M0.2%-4.8%0.199%
5/2/2026 Vestment Financial LLC154,811$7.43M3.8%+1.5%0.921%
5/1/2026 Seaside Wealth Management Inc.273,411$12.04M3.4%+2.9%1.627%
5/1/2026 Sequoia Financial Advisors LLC987,667$43.48M0.2%+169.1%5.950%
4/30/2026 Torren Management LLC4,509$198K0.1%+7.7%0.027%
4/30/2026 Valued Wealth Advisors LLC94,206$4.15M1.7%+0.7%0.568%
4/30/2026 Kestra Advisory Services LLC13,002$572K0.0%+109.4%0.078%
4/29/2026 Rockwood Wealth Management LLC32,111$1.41M0.1%N/A0.193%
4/27/2026 TCI Wealth Advisors Inc.28,478$1.25M0.1%+46.6%0.172%
4/27/2026 Flagstone Financial Management28,812$1.27M0.3%+2.6%0.174%
4/27/2026 Financial Plan Inc.712,325$31.36M3.4%+18.6%4.291%
4/25/2026 Bayshore Asset Management LLC21,389$942K0.4%-12.0%0.129%
4/25/2026 BetterWealth LLC339,282$14.94M2.9%+2.4%2.044%
4/24/2026 Root Financial Partners LLC1,387$61K0.0%N/A0.008%
4/24/2026 Equita Financial Network Inc.207,355$9.13M2.9%-0.6%1.249%
4/23/2026 Forum Financial Management LP32,899$1.45M0.0%+5.2%0.198%
4/23/2026 WMG Financial Advisors LLC56,837$2.50M1.0%-27.8%0.342%
4/23/2026 Avant Financial Advisors LLC17,082$752K0.5%+9.2%0.103%
4/23/2026 Networth Advisors LLC68,573$3.02M2.1%+4.7%0.413%
4/22/2026 Lam Group Inc.132,335$5.83M3.2%+28.0%0.797%
4/20/2026 Factor Wealth Management LTD4,644$204K0.0%-24.6%0.028%
4/16/2026 Henrickson Nauta Wealth Advisors Inc.12,387$545K0.2%-50.0%0.075%
4/16/2026 Sprinkle Financial Consultants LLC53,546$2.36M1.1%+39.9%0.323%
4/16/2026 Prairiewood 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%
2/19/2026 Axxcess 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%
2/17/2026 Seaside 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%
2/16/2026 MML 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%
2/13/2026 Kestra Advisory Services LLC6,209$270K0.0%N/A0.040%
2/13/2026 marrick 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%
2/12/2026 Commonwealth Equity Services LLC45,124$1.96M0.0%+5.6%0.289%
2/12/2026Haven Private LLC22,165$965K0.4%+4.2%0.142%
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%
2/10/2026 Cogent 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%
2/10/2026 Savant Capital LLC22,164$965K0.0%+6.1%0.142%
2/9/2026Diversified Portfolios Inc.16,428$715K0.1%-15.7%0.105%
2/9/2026 Flagstone Financial Management28,087$1.22M0.3%+5.4%0.180%
2/9/2026Parkshore Wealth Management Inc.27,220$1.19M0.4%-29.5%0.174%
2/6/2026Lloyd Advisory Services LLC.2,091$91K0.0%N/A0.013%
2/6/2026 Axxcess Wealth Management LLC97,710$4.25M0.0%+302.0%0.626%
2/6/2026 Magnolia Private Wealth LLC6,571$286K0.2%-40.0%0.042%
2/5/2026 Avantax Planning Partners Inc.6,235$271K0.0%+20.0%0.040%
2/5/2026 PCG Wealth Advisors LLC35,991$1.57M0.4%+6.6%0.231%
2/4/2026 Nwam LLC5,385$234K0.0%+7.6%0.035%
2/3/2026Allegiance Financial Group Advisory Services LLC309,501$13.47M2.8%+8.7%1.984%
2/3/2026 Sequoia Financial Advisors LLC367,012$15.98M0.1%+54.4%2.353%
2/2/2026 HTG Investment Advisors Inc.90,972$3.96M1.2%+20.7%0.583%
1/30/2026 Simplicity Wealth LLC111,741$4.86M0.3%+5.9%0.716%
1/30/2026 Valued Wealth Advisors LLC93,514$4.07M1.8%+5.8%0.599%
1/30/2026 SOL Capital Management CO36,647$1.60M0.1%-9.3%0.235%
1/30/2026 Strategic Blueprint LLC136,657$5.95M0.4%-1.9%0.876%
1/30/2026 Torren Management LLC4,186$182K0.1%N/A0.027%
1/30/2026 Ares Financial Consulting LLC6,385$278K0.3%N/A0.041%
1/29/2026Aprio Wealth Management LLC61,257$2.67M0.2%-0.4%0.393%
1/29/2026 Equita Financial Network Inc.208,603$9.08M2.7%+10.8%1.337%
1/28/2026 Chicago Partners Investment Group LLC94,388$4.19M0.1%-0.7%0.605%
1/28/2026 Global Trust Wealth Management LLC6,080$265K0.2%N/A0.039%
1/28/2026 WMG Financial Advisors LLC78,759$3.43M1.4%-5.1%0.505%
1/28/2026 Financial Plan Inc.600,852$26.16M3.0%N/A3.852%
1/28/2026Edge Financial Advisors LLC9,191$400K0.2%N/A0.059%
1/27/2026 BLVD Private Wealth LLC42,448$1.85M1.6%-1.4%0.272%
1/26/2026 Pacific Life Fund Advisors LLC35,130$1.53M0.2%-1.4%0.225%
1/26/2026AE Wealth Management LLC40,119$1.75M0.0%+41.0%0.257%
1/26/2026 Level Financial Advisors173,215$7.54M2.0%+5.6%1.110%
1/26/2026DBK Financial Counsel LLC52,381$2.28M1.8%-1.9%0.336%
1/26/2026CWM LLC129,268$5.63M0.0%-29.1%0.829%
1/26/2026WorthPointe LLC228,326$9.94M2.6%-2.6%1.464%
1/26/2026 Austin Wealth Management LLC136,880$6.02M0.9%+5.2%0.877%
1/26/2026 Invariant Investment Management7,472$329K0.2%N/A0.048%


AVRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVRE shares?

During the previous two years, 145 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 ($50.05M), Sequoia Financial Advisors LLC ($43.48M), Financial Plan Inc. ($31.36M), Hill Investment Group Partners LLC ($19.26M), Quantum Financial Advisors LLC ($17.83M), and Nicolet Advisory Services LLC ($17.13M).Learn more on Avantis Real Estate ETF's institutional investors.

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

Of the 132 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 ($1.74M), CCM Investment Group LLC ($1.20M), Life Planning Partners Inc ($1.11M), Sequoia Financial Advisors LLC ($987.81K), Financial Plan Inc. ($712.33K), Focus Partners Advisor Solutions LLC ($618.91K), and Focus Partners Wealth ($329.12K).

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

Institutional investors have bought a total of 7,384,705 shares in the last 24 months. This purchase volume represents approximately $322.72M in transactions.

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

Of the 57 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 ($331.42K), Corient Private Wealth LLC ($117.16K), Jane Street Group LLC ($114.91K), Simplicity Wealth LLC ($102.09K), Nicolet Advisory Services LLC ($89.83K), and Empowered Funds LLC ($76.16K).

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

Institutional investors have sold a total of 1,987,598 shares in the last 24 months. This volume of shares sold represents approximately $86.89M in transactions.


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This page (NYSEARCA:AVRE) was last updated on 5/6/2026 by MarketBeat.com Staff.
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