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Avantis Real Estate ETF (AVRE) Institutional Ownership

$48.75 -0.18 (-0.37%)
As of 09:30 AM Eastern
Compare

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)
$250.12M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$78.50M
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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
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%2.158%
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%
5/18/2026Empowered 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%
5/1/2026Seaside 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%
4/30/2026Valued Wealth Advisors LLC94,206$4.15M1.7%+0.7%0.568%
4/30/2026Kestra Advisory Services LLC13,002$572K0.0%+109.4%0.078%
4/29/2026 Rockwood 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%
4/23/2026 Avant Financial Advisors LLC17,082$752K0.5%+9.2%0.103%
4/23/2026Networth Advisors LLC68,573$3.02M2.1%+4.7%0.413%
4/22/2026 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%
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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%
4/16/2026Prairiewood Capital LLC308,563$13.58M3.9%+8.1%1.859%
3/9/2026Corient Private Wealth LLC170,079$7.40M0.0%+5.0%1.090%
2/23/2026 Beaird 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%
2/13/2026 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%
2/12/2026Commonwealth 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%
2/10/2026Cogent 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%
2/9/2026Diversified Portfolios Inc.16,428$715K0.1%-15.7%0.105%
2/9/2026Flagstone 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%
2/6/2026Axxcess Wealth Management LLC97,710$4.25M0.0%+302.0%0.626%
2/6/2026Magnolia Private Wealth LLC6,571$286K0.2%-40.0%0.042%
2/5/2026Avantax Planning Partners Inc.6,235$271K0.0%+20.0%0.040%
2/5/2026PCG Wealth Advisors LLC35,991$1.57M0.4%+6.6%0.231%
2/4/2026Nwam LLC5,385$234K0.0%+7.6%0.035%
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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%
2/2/2026HTG Investment Advisors Inc.90,972$3.96M1.2%+20.7%0.583%
1/30/2026Simplicity Wealth LLC111,741$4.86M0.3%+5.9%0.716%
1/30/2026Valued Wealth Advisors LLC93,514$4.07M1.8%+5.8%0.599%
1/30/2026SOL Capital Management CO36,647$1.60M0.1%-9.3%0.235%
1/30/2026Strategic 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%


AVRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 147 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), 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 133 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 5,690,167 shares in the last 24 months. This purchase volume represents approximately $250.12M in transactions.

Of the 45 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 1,793,629 shares in the last 24 months. This volume of shares sold represents approximately $78.50M in transactions.


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This page (NYSEARCA:AVRE) was last updated on 7/21/2026 by MarketBeat.com Staff.
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