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Avantis Real Estate ETF (AVRE) Institutional Ownership

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$39.53
+0.03 (+0.08%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Avantis Real Estate ETF (NYSEARCA:AVRE)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$121.63M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$60.84M
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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
4/26/2024 Prairiewood Capital LLC195,759$8.28M3.9%+7.9%1.882%
4/26/2024 Quarry Hill Advisors LLC84,675$3.58M2.6%+6.0%0.814%
4/26/2024 Quantum Financial Advisors LLC385,477$16.30M2.9%-20.4%3.707%
4/24/2024 SOL Capital Management CO86,755$3.67M0.5%-16.1%0.834%
4/23/2024 Morton Brown Family Wealth LLC4,494$190K0.1%-37.5%0.043%
4/23/2024 Strategic Blueprint LLC106,020$4.48M0.3%+4.2%1.019%
4/22/2024 Pacific Life Fund Advisors LLC80,668$3.41M0.3%-0.5%0.776%
4/22/2024 Physician Wealth Solutions Inc.187,325$7.92M6.6%+48.6%1.801%
4/20/2024 BetterWealth LLC267,043$11.29M3.7%+66.7%2.568%
4/19/2024 Level Financial Advisors156,800$6.63M3.0%-1.3%1.508%
4/18/2024 Seaside Wealth Management Inc.178,319$7.54M3.2%+2.6%1.715%
4/12/2024 Carlson Capital Management199,200$8.42M0.4%-46.6%2.441%
4/12/2024 Abacus Planning Group Inc.7,609$322K0.1%+3.9%0.093%
4/10/2024 Aprio Wealth Management LLC244,297$10.33M2.0%+22.2%2.994%
4/10/2024 Park Avenue Securities LLC40,455$1.71M0.0%+14.8%0.496%
4/10/2024 Apella Capital LLC27,799$1.17M0.1%+2.6%0.341%
4/5/2024 Lam Group Inc.42,105$1.78M1.5%-54.6%0.516%
2/27/2024Beaird Harris Wealth Management LLC70,229$3.04M0.3%+65.3%0.861%
2/23/2024 Chicago Partners Investment Group LLC83,143$3.43M0.2%+3.6%1.019%
2/21/2024Austin Wealth Management LLC33,395$1.38M0.4%+93.0%0.409%
2/14/2024True Wealth Design LLC3,144$136K0.0%N/A0.039%
2/12/2024 Sprinkle Financial Consultants LLC12,463$540K0.5%N/A0.153%
2/12/2024WorthPointe LLC252,256$10.93M5.6%-7.2%3.091%
2/12/2024 Pacific Life Fund Advisors LLC81,099$3.51M0.4%+0.4%0.994%
2/9/2024Corient Private Wealth LLC200,550$8.69M0.0%+1.2%2.458%
2/9/2024Bayshore Asset Management LLC9,212$399K0.2%-9.0%0.113%
2/8/2024 Quarry Hill Advisors LLC79,866$3.46M2.8%-6.7%0.979%
2/8/2024WMG Financial Advisors LLC55,607$2.41M1.6%+110.0%0.681%
2/8/2024MB Generational Wealth LLC8,986$389K0.4%N/A0.110%
2/7/2024Forum Financial Management LP18,841$816K0.0%-53.0%0.231%
2/6/2024 Wealthcare Advisory Partners LLC5,107$221K0.0%N/A0.063%
2/6/2024 Signature Resources Capital Management LLC8,223$356K0.3%N/A0.101%
2/5/2024First Ascent Asset Management LLC34,611$1.50M0.2%+7.1%0.424%
2/2/2024Red Lighthouse Investment Management LLC78,812$3.41M1.4%+5.8%0.966%
2/1/2024Larson Financial Group LLC134,999$5.85M0.5%-3.3%1.654%
2/1/2024SC&H Financial Advisors Inc.24,698$1.07M0.3%-20.3%0.303%
2/1/2024 CWM LLC132,894$5.76M0.0%+1,287.2%1.629%
2/1/2024 Annapolis Financial Services LLC4,645$201K0.1%+514.4%0.057%
1/30/2024Diversified Portfolios Inc.5,527$239K0.0%-10.7%0.068%
1/30/2024 Lam Group Inc.92,765$4.02M3.7%-42.8%1.137%
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1/29/2024AlphaQ Advisors LLC8,975$389K0.3%N/A0.110%
1/29/2024HTG Investment Advisors Inc.26,047$1.13M0.7%N/A0.319%
1/29/2024 Morton Brown Family Wealth LLC7,189$311K0.1%+192.4%0.088%
1/26/2024Flagstone Financial Management16,841$729K0.3%-9.8%0.206%
1/25/2024 SOL Capital Management CO103,399$4.48M0.6%-0.9%1.267%
1/25/2024 Strategic Blueprint LLC101,768$4.41M0.4%+5.1%1.247%
1/24/2024 Allworth Financial LP4,857$210K0.0%+586.0%0.060%
1/24/2024 Seaside Wealth Management Inc.173,783$7.53M3.4%+4.8%2.130%
1/24/2024 Satovsky Asset Management LLC20,957$908K0.3%-2.4%0.257%
1/23/2024 BetterWealth LLC160,220$6.94M2.4%-37.9%1.963%
1/23/2024 Level Financial Advisors Inc.158,923$6.88M3.4%-0.6%1.948%
1/22/2024Werba Rubin Papier Wealth Management8,609$373K0.1%+22.9%0.106%
1/22/2024Waypoint Capital Advisors LLC108,978$4.72M1.4%-32.0%1.336%
1/22/2024Allegiance Financial Group Advisory Services LLC136,344$5.91M2.8%+19.8%1.671%
1/18/2024Hill Investment Group Partners LLC704,645$30.52M4.5%+13.3%8.635%
1/18/2024 North Ridge Wealth Advisors Inc.100,325$4.35M3.6%-3.8%1.229%
1/18/2024Good Life Advisors LLC6,891$298K0.0%N/A0.084%
1/17/2024 Aprio Wealth Management LLC199,930$8.66M1.9%+2.9%2.450%
1/16/2024 Prairiewood Capital LLC181,428$7.86M4.1%N/A2.223%
1/16/2024 Carlson Capital Management373,119$16.16M0.8%N/A4.573%
1/16/2024 Global Trust Asset Management LLC7,100$308K0.1%-26.8%0.087%
1/11/2024 ShankerValleau Wealth Advisors Inc.156,316$6.77M3.4%+2.0%1.916%
1/9/2024 Collective Family Office LLC62,592$2.71M1.0%+37.7%0.767%
1/9/2024 DBK Financial Counsel LLC52,140$2.26M2.6%N/A0.639%
1/9/2024 Physician Wealth Solutions Inc.126,058$5.46M5.5%N/A1.545%
1/9/2024 Quantum Financial Advisors LLC484,124$20.97M5.1%-49.6%5.933%
1/8/2024Valued Wealth Advisors LLC50,063$2.17M1.9%N/A0.614%
1/5/2024 Apella Capital LLC27,099$1.15M0.1%+216.3%0.332%
12/5/2023Austin Wealth Management LLC17,306$685K0.2%N/A0.212%
11/30/2023American Century Companies Inc.178,995$6.73M0.0%+33.5%2.194%
11/29/2023 Quantum Financial Advisors LLC960,739$36.10M10.6%-0.8%11.774%
11/20/2023Willow Creek Wealth Management Inc.10,656$400K0.1%+21.2%0.131%
11/16/2023Beaird Harris Wealth Management LLC42,473$1.60M0.2%+754.1%0.521%
11/13/2023Cardiff Park Advisors LLC57,566$2.16M0.3%+1.1%0.705%
11/13/2023Hill Investment Group Partners LLC621,959$23.37M3.9%+3.0%7.622%
11/9/2023Nicolet Bankshares Inc.120,506$4.53M1.4%+149.8%1.477%
11/8/2023First Ascent Asset Management LLC32,325$1.21M0.2%+15.2%0.396%
11/8/2023J.P. Morgan Private Wealth Advisors LLC37,736$1.42M0.0%+4.2%0.462%
11/7/2023Nicolet Advisory Services LLC244,065$8.93M1.0%+15.7%2.991%
11/6/2023Forum Financial Management LP40,090$1.51M0.0%+8.4%0.491%
11/4/2023Corient Private Wealth LLC198,260$7.45M0.0%+4.0%2.430%
11/3/2023Larson Financial Group LLC139,667$5.25M0.5%-5.0%1.712%
11/3/2023 Quarry Hill Advisors LLC85,637$3.22M2.9%-9.4%1.049%
11/2/2023Diversified Portfolios Inc.6,190$233K0.0%-10.1%0.076%
11/2/2023Triad Financial Advisors Inc.45,217$1.70M0.6%+13.0%0.554%
11/1/2023Nwam LLC5,504$207K0.0%-57.9%0.067%
10/31/2023 Allworth Financial LP708$27K0.0%-30.0%0.009%
10/31/2023Allegiance Financial Group Advisory Services LLC113,802$4.28M2.4%+19.5%1.395%
10/30/2023SC&H Financial Advisors Inc.30,976$1.16M0.4%+11.5%0.380%
10/30/2023Equita Financial Network Inc.89,998$3.38M2.1%N/A1.103%
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10/30/2023Red Lighthouse Investment Management LLC74,479$2.80M1.3%+2.4%0.913%
10/26/2023Alpha Financial Advisors LLC15,361$577K0.4%-4.9%0.188%
10/26/2023 Park Avenue Securities LLC30,627$1.15M0.0%+29.0%0.375%
10/26/2023 Chicago Partners Investment Group LLC80,288$2.88M0.2%+5.5%0.984%
10/25/2023Flagstone Financial Management18,676$702K0.3%+20.6%0.229%
10/25/2023Waypoint Capital Advisors LLC160,332$6.02M2.0%+25.0%1.965%
10/24/2023 Morris Financial Concepts Inc.861$32K0.0%-44.3%0.011%
10/24/2023 BetterWealth LLC257,956$9.69M3.9%+2.0%3.161%
10/24/2023Bridgewater Advisors Inc.10,660$400K0.1%N/A0.131%
10/20/2023 North Ridge Wealth Advisors Inc.104,273$3.92M3.8%+3.5%1.278%
(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, 85 institutional investors and hedge funds held shares of Avantis Real Estate ETF. The most heavily invested institutionals were Hill Investment Group Partners LLC ($30.52M), Quantum Financial Advisors LLC ($16.30M), BetterWealth LLC ($11.29M), WorthPointe LLC ($10.93M), Aprio Wealth Management LLC ($10.33M), Merriman Wealth Management LLC ($9.85M), and Nicolet Advisory Services LLC ($8.93M).Learn more on AVRE's institutional investors.

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

Of the 81 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: Carlson Capital Management ($373.12K), BetterWealth LLC ($364.85K), Aprio Wealth Management LLC ($267.69K), Merriman Wealth Management LLC ($237.47K), Quantum Financial Advisors LLC ($198.14K), Prairiewood Capital LLC ($195.76K), and Lam Group Inc. ($192.88K).

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

Institutional investors have bought a total of 5,121,337 shares in the last 24 months. This purchase volume represents approximately $212.59M in transactions.

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

Of the 31 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 ($782.60K), Carlson Capital Management ($173.92K), Lam Group Inc. ($150.78K), BetterWealth LLC ($97.74K), Waypoint Capital Advisors LLC ($51.35K), Collective Family Office LLC ($26.53K), and WorthPointe LLC ($25.23K).

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

Institutional investors have sold a total of 1,496,539 shares in the last 24 months. This volume of shares sold represents approximately $63.26M in transactions.


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This page (NYSEARCA:AVRE) was last updated on 4/28/2024 by MarketBeat.com Staff

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