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Avantis Real Estate ETF (AVRE) Institutional Ownership

$45.64 -0.01 (-0.02%)
As of 12:39 PM Eastern
This is a fair market value 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)
$219.93M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$67.42M
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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
9/15/2026 Cherry Tree Wealth Management LLC944$45K0.0%+79.1%0.005%
9/9/2026 Capstone Financial Advisors Inc.311,435$14.76M0.7%-1.6%1.730%
9/9/2026 Tortoise Investment Management LLC6,410$304K0.0%-23.8%0.036%
9/9/2026 Sequoia Financial Advisors LLC1,031,592$48.88M0.2%+4.4%5.731%
9/9/2026 Cahill Financial Advisors Inc.5,389$255K0.0%N/A0.030%
9/9/2026 Baird Financial Group Inc.18,148$860K0.0%N/A0.101%
8/27/2026 Corient Private Wealth LP156,367$7.41M0.0%-8.3%0.869%
8/23/2026 Ameritas Advisory Services LLC17,462$827K0.0%N/A0.097%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.7,925$375K0.1%-36.0%0.044%
8/23/2026 PCG Wealth Advisors LLC34,818$1.65M0.4%+0.7%0.193%
8/23/2026 Endeavor Private Wealth Inc.14,063$666K0.2%+15.1%0.078%
8/23/2026 Beaird Harris Wealth Management LLC68,393$3.24M0.2%-1.5%0.380%
8/22/2026 SeedSafe Financial LLC17,944$850K0.6%N/A0.100%
7/10/2026 Lam Group Inc.134,940$6.39M3.2%+2.0%0.758%
7/10/2026 Torren Management LLC16,794$796K0.4%+272.5%0.094%
7/10/2026 ShankerValleau Wealth Advisors Inc.384,164$18.20M4.8%+2.8%2.134%
7/10/2026 Wealthcare Advisory Partners LLC84,291$3.99M0.1%+7.3%0.474%
7/8/2026 Beaird Harris Wealth Management LLC68,393$3.24M0.2%-1.5%0.384%
7/8/2026 Quantum Financial Advisors LLC455,253$21.57M1.9%+7.3%2.558%
7/8/2026 Sprinkle Financial Consultants LLC62,091$2.94M1.2%+16.0%0.349%
7/8/2026 Apella Capital LLC29,266$1.41M0.0%+3.8%0.164%
7/8/2026 Evanson Financial LLC5,912$280K0.0%N/A0.033%
7/7/2026 CoreCap Advisors LLC29,671$1.41M0.0%+18.7%0.167%
7/2/2026 Collective Family Office LLC126,364$5.99M1.2%+5.9%0.714%
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%
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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%
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%
2/16/2026North 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%
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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%


AVRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 151 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 136 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 4,998,628 shares in the last 24 months. This purchase volume represents approximately $219.93M in transactions.

Of the 41 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), Corient Private Wealth LLC ($58.58K), and Jane Street Group LLC ($54.85K).

Institutional investors have sold a total of 1,540,984 shares in the last 24 months. This volume of shares sold represents approximately $67.42M in transactions.


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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 9/15/2026. New 13F filings are added each quarter as they're published.
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