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Avantis Real Estate ETF (AVRE) Institutional Ownership

$47.30 +0.43 (+0.92%)
As of 06/9/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Avantis Real Estate ETF (NYSEARCA:AVRE)

Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$253.47M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$80.83M
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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
5/18/2026 Empowered Funds LLC1,237,572$54.48M0.3%+7.6%7.367%
5/16/2026 Quantinno Capital Management LP15,254$671K0.0%+30.4%0.091%
5/15/2026 Cardiff Park Advisors LLC49,634$2.19M0.2%-3.1%0.295%
5/14/2026 B&D White Capital Company LLC40,331$1.78M0.2%+14.8%0.240%
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%
3/9/2026 Corient Private Wealth LLC170,079$7.40M0.0%+5.0%1.090%
2/23/2026 Beaird 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%
2/19/2026 Corient Private Wealth LLC170,079$7.40M0.0%+5.0%1.090%
2/18/2026 Mercer Global Advisors Inc. ADV27,229$1.19M0.0%-19.7%0.175%
2/18/2026 Beacon Pointe Advisors LLC45,588$1.98M0.0%-1.2%0.292%
2/17/2026 AQR Capital Management LLC33,766$1.47M0.0%+1.0%0.216%
2/17/2026 Cardiff Park Advisors LLC51,204$2.23M0.2%-0.4%0.328%
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2/17/2026 GeoWealth Management LLC26,038$1.13M0.0%+10.6%0.167%
2/17/2026 Osaic Holdings Inc.13,345$581K0.0%-47.4%0.086%
2/17/2026 Capstone Financial Advisors Inc.317,407$13.82M0.7%+4.3%2.035%
2/17/2026 Hill 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%
2/16/2026 Satovsky 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%
2/16/2026 Mariner LLC13,742$598K0.0%+1.8%0.088%
2/16/2026Nicolet Advisory Services LLC388,797$17.13M1.2%-18.8%2.492%
2/16/2026 North Ridge Wealth Advisors Inc.105,039$4.57M2.6%+1.8%0.673%
2/16/2026 Focus Partners Wealth279,529$12.17M0.0%-15.8%1.792%
2/16/2026 Garrison Point Advisors LLC7,942$346K0.2%+3.6%0.051%
2/16/2026 Ariadne Wealth Management LP9,433$440K0.2%+13.2%0.060%
2/16/2026 B&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%
2/12/2026 Jane Street Group LLC23,338$1.02M0.0%-70.2%0.150%
2/12/2026 Financial 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%
2/12/2026 Haven Private LLC22,165$965K0.4%+4.2%0.142%
2/12/2026 Burk Holdings LLC64,385$2.80M1.3%+2.6%0.413%
2/11/2026 Empowered Funds LLC1,149,737$50.05M0.4%N/A7.370%
2/11/2026 Focus Partners Advisor Solutions LLC37,016$1.61M0.0%-94.2%0.237%
2/11/2026 LPL Financial LLC257,798$11.22M0.0%+18.3%1.653%
2/11/2026 Endeavor Private Wealth Inc.12,383$539K0.2%+9.2%0.079%
2/11/2026 Curio Wealth LLC5,903$258K0.1%+6.4%0.038%
2/10/2026 Arcadia 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%
2/10/2026 Northwestern 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%
2/9/2026 Diversified Portfolios Inc.16,428$715K0.1%-15.7%0.105%
2/9/2026 Flagstone Financial Management28,087$1.22M0.3%+5.4%0.180%
2/9/2026 Parkshore Wealth Management Inc.27,220$1.19M0.4%-29.5%0.174%
2/6/2026 Lloyd 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%
2/3/2026 Allegiance 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%
1/29/2026 Aprio 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%
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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%
1/26/2026 AE 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%
1/26/2026 DBK Financial Counsel LLC52,381$2.28M1.8%-1.9%0.336%


AVRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 146 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 ($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.

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 ($1.39M), 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).

Institutional investors have bought a total of 5,772,350 shares in the last 24 months. This purchase volume represents approximately $253.47M in transactions.

Of the 53 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), Simplicity Wealth LLC ($102.09K), Nicolet Advisory Services LLC ($89.83K), Empowered Funds LLC ($76.16K), and Jane Street Group LLC ($68.65K).

Institutional investors have sold a total of 1,846,515 shares in the last 24 months. This volume of shares sold represents approximately $80.83M in transactions.


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This page (NYSEARCA:AVRE) was last updated on 6/10/2026 by MarketBeat.com Staff.
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