Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Avantis Real Estate ETF (AVRE) Institutional Ownership

$45.11 +0.62 (+1.39%)
Closing price 04:10 PM Eastern
Extended Trading
$45.10 -0.02 (-0.03%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$253.67M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$56.85M
Get AVRE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Avantis Real Estate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

AVRE Institutional Buying and Selling by Quarter

Avantis Real Estate ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 North Ridge Wealth Advisors Inc.103,133$4.55M2.8%+0.3%0.745%
8/15/2025 Corient Private Wealth LLC169,888$7.50M0.0%-25.6%1.228%
8/15/2025 MML Investors Services LLC61,291$2.71M0.0%+13.4%0.443%
8/14/2025 Jane Street Group LLC31,958$1.41M0.0%-30.1%0.231%
8/14/2025 Sentinel Wealth Management Inc.60,836$2.69M2.5%N/A0.440%
8/13/2025 Flow Traders U.S. LLC47,599$2.10M0.1%+48.8%0.344%
8/13/2025 GeoWealth Management LLC23,363$1.03M0.0%-2.5%0.169%
8/13/2025 Nicolet Bankshares Inc.147,258$6.50M1.1%+4.9%1.064%
8/13/2025 Northwestern Mutual Wealth Management Co.12,560$555K0.0%+248.3%0.091%
8/12/2025 Burk Holdings LLC62,323$2.75M1.7%N/A0.450%
8/12/2025 Hill Investment Group Partners LLC736,986$32.55M4.2%-4.2%5.325%
8/12/2025 American Century Companies Inc.347,779$15.36M0.0%+7.2%2.513%
8/12/2025 BWM Planning LLC8,367$369K0.1%-34.1%0.060%
8/11/2025 Diversified Portfolios Inc.20,178$891K0.1%+178.8%0.148%
8/11/2025 Empowered Funds LLC1,124,974$49.68M0.6%-6.3%8.248%
8/8/2025 Pacific Life Fund Advisors LLC35,254$1.56M0.2%-50.0%0.258%
8/8/2025 Capstone Financial Advisors Inc.305,545$13.49M0.8%+9.0%2.240%
8/8/2025 Good Life Advisors LLC8,419$372K0.0%+3.4%0.062%
8/8/2025 Austin Wealth Management LLC121,431$5.29M0.9%+64.0%0.890%
8/7/2025 Nwam LLC4,903$217K0.0%-6.1%0.036%
8/6/2025 Valued Wealth Advisors LLC79,896$3.53M1.8%+4.6%0.586%
8/6/2025 AE Wealth Management LLC20,450$903K0.0%+92.7%0.150%
8/6/2025 Entrewealth LLC23,305$1.03M0.7%+58.3%0.171%
8/5/2025 WorthPointe LLC234,446$10.35M4.4%-1.7%1.719%
8/5/2025 Avant Financial Advisors LLC13,363$590K0.5%+5.5%0.098%
8/4/2025 Haven Private LLC19,743$872K0.4%-16.6%0.145%
8/4/2025 Arcadia Wealth Management Inc.52,427$2.32M1.6%+3.3%0.384%
8/1/2025 Equita Financial Network Inc.169,789$7.50M3.0%-6.7%1.245%
8/1/2025 Red Lighthouse Investment Management LLC61,996$2.74M1.0%-21.4%0.455%
8/1/2025 Envestnet Asset Management Inc.179,227$7.92M0.0%+11.2%1.314%
7/31/2025 Focus Partners Advisor Solutions LLC322,564$14.24M0.2%+464.4%2.365%
7/31/2025 Curio Wealth LLC5,326$235K0.1%+48,318.2%0.039%
7/30/2025 Bayshore Asset Management LLC23,556$1.04M0.5%+95.0%0.173%
7/30/2025 Strategic Blueprint LLC133,403$5.89M0.3%+8.3%0.978%
7/30/2025 Forum Financial Management LP40,874$1.81M0.0%+15.6%0.300%
7/30/2025 Clune & Associates LTD.4,985$220K0.1%+5.5%0.037%
7/29/2025 Werba Rubin Papier Wealth Management22,553$996K0.2%-3.8%0.165%
7/29/2025 Flagstone Financial Management24,437$1.08M0.3%+7.4%0.179%
7/28/2025 Axxcess Wealth Management LLC20,090$887K0.0%+9.9%0.147%
7/25/2025 CWM LLC195,339$8.63M0.0%+1.8%1.432%
Is Elon's empire crumbling? (Ad)

The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd.tc pixel

Click here to see the Tesla shock that could blindside everyone.
7/24/2025 Endeavor Private Wealth Inc.11,501$508K0.2%+17.9%0.084%
7/24/2025 WMG Financial Advisors LLC94,357$4.17M1.5%-3.0%0.692%
7/24/2025 Morton Brown Family Wealth LLC9,769$431K0.1%+3.9%0.072%
7/23/2025 Allegiance Financial Group Advisory Services LLC249,747$11.03M2.9%+8.5%1.831%
7/23/2025 Quarry Hill Advisors LLC116,003$5.12M3.0%+1.6%0.850%
7/23/2025 HTG Investment Advisors Inc.66,304$2.93M1.1%+8.2%0.486%
7/22/2025 Simplicity Wealth LLC207,576$9.17M0.4%+113.4%1.522%
7/22/2025 Wealthcare Advisory Partners LLC72,436$3.20M0.1%-15.8%0.531%
7/21/2025 Life Planning Partners Inc29,186$1.29M1.0%+4.1%0.214%
7/21/2025 Keb Asset Management LLC10,790$476K0.1%+66.6%0.079%
7/18/2025 Magnolia Private Wealth LLC9,892$437K0.3%+84.1%0.073%
7/18/2025 FMB Wealth Management5,800$256K0.1%+10.1%0.043%
7/17/2025 Poinciana Advisors Group LLC14,313$632K0.6%-4.3%0.105%
7/17/2025 LexAurum Advisors LLC199,629$8.82M1.4%+47.0%1.464%
7/17/2025 SC&H Financial Advisors Inc.26,838$1.19M0.2%+5.1%0.197%
7/16/2025 Prairiewood Capital LLC234,465$10.35M3.8%+3.7%1.719%
7/16/2025 TCI Wealth Advisors Inc.22,943$1.01M0.1%N/A0.168%
7/16/2025 Leading Edge Financial Planning LLC126,027$5.57M1.5%+21.0%0.924%
7/15/2025 Level Financial Advisors157,087$6.94M2.2%-0.4%1.152%
7/15/2025 Vestment Financial LLC128,539$5.70M3.6%+7.7%0.942%
7/14/2025 BetterWealth LLC314,040$13.87M3.6%+2.5%2.302%
7/14/2025 Parkshore Wealth Management Inc.58,689$2.59M1.3%-16.3%0.430%
7/14/2025 Park Avenue Securities LLC88,126$3.89M0.0%+13.4%0.646%
7/11/2025 Quantum Financial Advisors LLC362,799$16.02M2.2%-0.9%2.660%
7/11/2025 Sprinkle Financial Consultants LLC32,849$1.45M0.9%-7.7%0.241%
7/11/2025 Physician Wealth Solutions Inc.297,943$13.16M6.1%-3.3%2.184%
7/10/2025 Waypoint Wealth Partners Inc.34,746$1.53M0.4%-1.0%0.255%
7/9/2025 Seaside Wealth Management Inc.229,823$10.15M3.2%+3.8%1.685%
7/8/2025 Apella Capital LLC27,757$1.22M0.0%-1.1%0.203%
7/8/2025 ShankerValleau Wealth Advisors Inc.337,781$14.92M4.3%+2.1%2.476%
7/3/2025 Lam Group Inc.89,120$3.94M2.6%-15.3%0.661%
7/3/2025 Collective Family Office LLC101,653$4.49M1.2%-7.8%0.754%
5/29/2025 Parkshore Wealth Management Inc.70,103$3.02M1.8%-4.8%0.534%
5/20/2025 Focus Partners Wealth304,002$13.08M0.0%N/A2.317%
5/19/2025 Jane Street Group LLC45,752$1.97M0.0%-50.3%0.349%
5/16/2025 Empowered Funds LLC1,201,130$51.66M0.7%+1.1%9.155%
5/16/2025 Jones Financial Companies Lllp25,911$1.11M0.0%+3,704.8%0.197%
5/16/2025 AQR Capital Management LLC29,597$1.27M0.0%+38.9%0.226%
5/16/2025 Aprio Wealth Management LLC70,345$3.03M0.4%-8.4%0.536%
5/15/2025 Focus Partners Advisor Solutions LLC57,148$2.46M0.0%+97.9%0.436%
5/15/2025 OLD Mission Capital LLC15,008$645K0.0%N/A0.114%
5/14/2025 Entrewealth LLC14,726$633K0.5%+35.1%0.113%
5/14/2025 Nicolet Bankshares Inc.140,446$6.04M1.2%+4.7%1.077%
5/14/2025 Hill Investment Group Partners LLC769,364$33.09M4.5%+0.7%5.900%
5/14/2025 Northwestern Mutual Wealth Management Co.3,606$155K0.0%-38.6%0.028%
5/14/2025 Flow Traders U.S. LLC31,984$1.38M0.1%N/A0.245%
5/13/2025 American Century Companies Inc.324,287$13.95M0.0%+7.1%2.487%
5/13/2025 Waypoint Wealth Partners Inc.35,111$1.51M0.4%-6.9%0.269%
5/12/2025CCM Investment Group LLC1,200,779$51.43M5.4%N/A9.208%
5/12/2025 Arcadia Wealth Management Inc.50,772$2.18M1.7%+4.2%0.389%
Is Elon's empire crumbling? (Ad)

The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd.tc pixel

Click here to see the Tesla shock that could blindside everyone.
5/9/2025 Keb Asset Management LLC6,475$278K0.1%N/A0.050%
5/9/2025 Chicago Partners Investment Group LLC94,110$4.12M0.1%+0.5%0.722%
5/9/2025 North Ridge Wealth Advisors Inc.102,832$4.42M3.0%-0.4%0.789%
5/9/2025 Capstone Financial Advisors Inc.280,245$12.05M0.8%-18.2%2.149%
5/9/2025 Haven Private LLC23,676$1.02M0.6%-32.7%0.182%
5/8/2025 Endeavor Private Wealth Inc.9,753$419K0.2%+7.1%0.075%
5/8/2025 Nicolet Advisory Services LLC304,330$12.25M1.2%+5.5%2.334%
5/7/2025 Werba Rubin Papier Wealth Management23,454$1.01M0.2%+25.3%0.180%
5/7/2025 LPL Financial LLC152,412$6.56M0.0%-1.0%1.169%
5/6/2025 AE Wealth Management LLC10,614$456K0.0%+115.4%0.081%
(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, 133 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 ($49.68M), Hill Investment Group Partners LLC ($32.55M), Quantum Financial Advisors LLC ($16.02M), American Century Companies Inc. ($15.36M), ShankerValleau Wealth Advisors Inc. ($14.92M), and Focus Partners Advisor Solutions LLC ($14.24M).Learn more on Avantis Real Estate ETF's institutional investors.

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

Of the 123 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: CCM Investment Group LLC ($1.20M), Life Planning Partners Inc ($1.11M), Empowered Funds LLC ($588.43K), Carlson Capital Management ($373.12K), Aprio Wealth Management LLC ($321.94K), Focus Partners Advisor Solutions LLC ($306.83K), and Focus Partners Wealth ($304.00K).

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

Institutional investors have bought a total of 5,894,768 shares in the last 24 months. This purchase volume represents approximately $253.67M in transactions.

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

Of the 50 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: Aprio Wealth Management LLC ($445.87K), Jane Street Group LLC ($167.57K), Empowered Funds LLC ($76.16K), Corient Private Wealth LLC ($62.85K), Capstone Financial Advisors Inc. ($62.39K), Carlson Capital Management ($49.42K), and Pacific Life Fund Advisors LLC ($39.45K).

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

Institutional investors have sold a total of 1,252,857 shares in the last 24 months. This volume of shares sold represents approximately $56.85M in transactions.


Related Companies

This page (NYSEARCA:AVRE) was last updated on 8/22/2025 by MarketBeat.com Staff
From Our Partners
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsoredtc pixel
Elon Musk’s New Technology
Elon Musk is building something in Memphis that could eclipse even Tesla and SpaceX. At the heart of it is a n...
Paradigm Press | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
BREAKING: The House just passed 3 pro-crypto bills!
The “top secret” DeFi play Our #1 Coin Report reveals which protocol is building this institutional bridge...
Crypto 101 Media | Sponsoredtc pixel
Cover all your expenses with just $118,000 invested?
Generate up to $5,000/month with 10X less money? That's what every financial advisor tells you. But I just ...
Investors Alley | Sponsoredtc pixel
Tax Drain Deadline: Protect Your Wealth Before September 15th
On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...
American Alternative | Sponsoredtc pixel
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsoredtc pixel