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Avantis Real Estate ETF (AVRE) Institutional Ownership

$41.69 +0.66 (+1.61%)
(As of 12/20/2024 04:32 PM ET)
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Institutional Ownership Changes (13F Filings) for Avantis Real Estate ETF (NYSEARCA:AVRE)

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$132.18M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$88.20M
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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
11/15/2024 MML Investors Services LLC56,048$2.64M0.0%+12.5%0.525%
11/15/2024 Jane Street Group LLC114,643$5.40M0.0%-42.5%1.073%
11/15/2024 Hill Investment Group Partners LLC731,014$34.46M4.8%-0.1%6.845%
11/13/2024 WorthPointe LLC238,403$11.24M4.7%-0.2%2.232%
11/13/2024 Carlson Capital Management141,910$6.69M0.3%-20.3%1.329%
11/12/2024Larson Financial Group LLC12,601$594K0.0%-1.8%0.118%
11/12/2024 Nicolet Advisory Services LLC274,771$12.72M1.2%-1.5%2.573%
11/12/2024 Nwam LLC6,252$295K0.0%N/A0.059%
11/8/2024 Equita Financial Network Inc.148,096$6.98M2.6%+12.9%1.387%
11/7/2024 MB Generational Wealth LLC12,736$600K0.4%+145.3%0.119%
11/6/2024 Empowered Funds LLC1,068,858$50.39M0.8%+1.5%10.008%
11/6/2024 Diversified Portfolios Inc.7,306$344K0.0%+49.5%0.068%
11/5/2024 Aptus Capital Advisors LLC3,807$179K0.0%N/A0.036%
11/4/2024 Axxcess Wealth Management LLC15,758$743K0.0%+145.6%0.148%
11/4/2024 HTG Investment Advisors Inc.48,022$2.26M1.1%+11.8%0.450%
11/1/2024 Cypress Point Wealth Management LLC5,657$267K0.1%+10.3%0.053%
11/1/2024 Physician Wealth Solutions Inc.310,991$14.17M6.9%+21.8%2.912%
10/29/2024 Forum Financial Management LP34,780$1.64M0.0%-7.7%0.326%
10/29/2024 Chicago Partners Investment Group LLC87,363$4.02M0.1%-1.0%0.818%
10/29/2024 Farther Finance Advisors LLC19,390$914K0.0%+82.1%0.182%
10/28/2024 Valued Wealth Advisors LLC67,627$3.19M2.1%+2.4%0.633%
10/28/2024 Pacific Life Fund Advisors LLC72,732$3.43M0.3%+81.8%0.681%
10/28/2024 Austin Wealth Management LLC52,618$2.44M0.5%+13.4%0.493%
10/25/2024 Seaside Wealth Management Inc.192,956$9.10M3.4%+3.9%1.807%
10/25/2024 Strategic Blueprint LLC111,485$5.26M0.3%-0.9%1.044%
10/25/2024 SC&H Financial Advisors Inc.24,125$1.14M0.2%-2.4%0.226%
10/25/2024 Quarry Hill Advisors LLC96,540$4.55M3.0%+1.4%0.904%
10/24/2024 Morton Brown Family Wealth LLC7,639$360K0.1%+4.5%0.072%
10/23/2024 North Ridge Wealth Advisors Inc.104,886$4.94M3.4%-0.4%0.982%
10/23/2024 Leading Edge Financial Planning LLC56,055$2.64M0.9%+104.1%0.525%
10/23/2024 Signature Resources Capital Management LLC4,985$235K0.2%-23.1%0.047%
10/22/2024 Sprinkle Financial Consultants LLC19,535$921K0.7%+1.7%0.183%
10/22/2024 BetterWealth LLC281,068$13.25M3.9%+2.3%2.632%
10/21/2024 Bayshore Asset Management LLC11,988$565K0.3%+16.7%0.112%
10/19/2024Werba Rubin Papier Wealth Management17,792$839K0.2%+89.3%0.167%
10/18/2024Waypoint Capital Advisors LLC65,393$3.08M0.7%-26.0%0.612%
10/18/2024Lam Group Inc.83,515$3.94M2.8%+28.3%0.782%
10/16/2024 Good Life Advisors LLC8,134$383K0.0%+3.3%0.076%
10/11/2024 Creative Planning27,825$1.31M0.0%+8.3%0.261%
10/11/2024 Henrickson Nauta Wealth Advisors Inc.11,684$551K0.2%-4.1%0.109%
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10/10/2024 Level Financial Advisors158,915$7.49M2.9%-0.6%1.488%
10/10/2024 Simplicity Wealth LLC70,392$3.32M0.3%+827.7%0.659%
10/9/2024 BWM Planning LLC12,697$599K0.3%N/A0.119%
10/8/2024 CWM LLC185,948$8.77M0.0%+2.4%1.741%
10/8/2024 ShankerValleau Wealth Advisors Inc.281,982$13.29M4.5%-12.1%2.640%
10/8/2024 Aprio Wealth Management LLC86,724$4.09M0.7%-83.2%0.812%
10/5/2024 Collective Family Office LLC98,553$4.65M1.3%+12.8%0.923%
10/5/2024 Quantum Financial Advisors LLC386,192$18.21M2.8%+2.9%3.616%
10/3/2024 Apella Capital LLC28,202$1.31M0.1%+1.8%0.264%
10/3/2024 Park Avenue Securities LLC56,815$2.68M0.0%+14.7%0.532%
10/2/2024 DBK Financial Counsel LLC52,795$2.49M2.5%-2.2%0.494%
10/2/2024 Abacus Planning Group Inc.5,536$261K0.0%-24.6%0.052%
8/16/2024 Creative Planning25,689$1.06M0.0%+1.7%0.241%
8/15/2024 Beaird Harris Wealth Management LLC84,313$3.48M0.3%+6.4%0.789%
8/13/2024 Merriman Wealth Management LLC265,480$10.94M0.5%-2.5%2.486%
8/8/2024 Envestnet Asset Management Inc.118,435$4.88M0.0%+30.0%1.109%
8/8/2024 Seaside Wealth Management Inc.185,640$7.65M3.2%+4.1%1.738%
8/8/2024 American Century Companies Inc.252,867$10.42M0.0%+11.1%2.368%
8/5/2024 Quarry Hill Advisors LLC95,174$3.92M2.6%+12.4%0.891%
8/5/2024 Hill Investment Group Partners LLC731,855$31.93M4.3%+3.2%6.853%
8/3/2024 Pacific Life Fund Advisors LLC40,003$1.65M0.2%-50.4%0.375%
8/2/2024Larson Financial Group LLC12,835$529K0.0%-17.3%0.120%
7/31/2024 HTG Investment Advisors Inc.42,962$1.77M1.0%+14.9%0.402%
7/31/2024 Henrickson Nauta Wealth Advisors Inc.12,189$502K0.2%+15.6%0.114%
7/31/2024 Farther Finance Advisors LLC10,647$436K0.0%+16.4%0.100%
7/31/2024 Austin Wealth Management LLC46,390$1.98M0.5%+11.3%0.434%
7/31/2024 Equita Financial Network Inc.131,161$5.41M2.3%+14.8%1.228%
7/31/2024Commonwealth Equity Services LLC20,165$831K0.0%+33.0%0.189%
7/31/2024 Citizens & Northern Corp32,777$1.35M0.4%N/A0.307%
7/31/2024 Abacus Planning Group Inc.7,343$303K0.1%-3.5%0.069%
7/30/2024 Morton Brown Family Wealth LLC7,307$318K0.1%+62.6%0.068%
7/30/2024 North Ridge Wealth Advisors Inc.105,323$4.34M3.3%+4.9%0.986%
7/30/2024 WMG Financial Advisors LLC75,370$3.11M1.6%+9.7%0.706%
7/30/2024 Forum Financial Management LP37,681$1.55M0.0%-18.1%0.353%
7/27/2024 Strategic Blueprint LLC112,447$4.64M0.3%+6.1%1.053%
7/27/2024 Cypress Point Wealth Management LLC5,127$211K0.1%N/A0.048%
7/26/2024 Sprinkle Financial Consultants LLC19,208$792K0.6%+35.4%0.180%
7/25/2024Waypoint Capital Advisors LLC88,379$3.64M0.9%-27.8%0.828%
7/24/2024 Allegiance Financial Group Advisory Services LLC180,854$7.46M2.9%+13.9%1.693%
7/24/2024 Flagstone Financial Management19,408$800K0.3%+8.6%0.182%
7/24/2024 Red Lighthouse Investment Management LLC68,628$2.83M1.2%-13.0%0.643%
7/23/2024 Level Financial Advisors159,850$6.59M2.9%+1.9%1.497%
7/23/2024 Diversified Portfolios Inc.4,886$201K0.0%-10.0%0.046%
7/19/2024 BetterWealth LLC274,796$11.33M3.6%+2.9%2.573%
7/19/2024 Signature Resources Capital Management LLC6,483$267K0.2%-19.8%0.061%
7/18/2024 Prairiewood Capital LLC200,676$8.27M3.9%+2.5%1.879%
7/17/2024 Valued Wealth Advisors LLC66,027$2.72M1.9%+3.4%0.618%
7/15/2024 Quantum Financial Advisors LLC375,281$15.47M2.5%-2.6%3.514%
7/11/2024 Carlson Capital Management177,969$7.34M0.3%-10.7%1.666%
7/10/2024 Simplicity Wealth LLC7,588$313K0.0%N/A0.071%
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7/10/2024 Aprio Wealth Management LLC516,219$21.28M3.9%+111.3%4.834%
7/10/2024 DBK Financial Counsel LLC53,970$2.23M2.4%-4.5%0.505%
7/10/2024 CWM LLC181,503$7.48M0.0%+8.8%1.699%
7/9/2024 Park Avenue Securities LLC49,532$2.04M0.0%+22.4%0.464%
7/5/2024 Collective Family Office LLC87,341$3.60M1.1%+39.5%0.818%
7/2/2024 ShankerValleau Wealth Advisors Inc.320,726$13.22M5.7%+6.2%3.003%
5/23/2024 Austin Wealth Management LLC41,697$1.73M0.4%+24.9%0.390%
5/16/2024 Jane Street Group LLC559,171$23.64M0.0%+20.9%5.236%
5/15/2024 Beaird Harris Wealth Management LLC79,246$3.35M0.3%+12.8%0.742%
5/10/2024 Nicolet Advisory Services LLC262,255$11.01M1.1%+3.6%2.456%
(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, 92 institutional investors and hedge funds held shares of Avantis Real Estate ETF. The most heavily invested institutionals were Empowered Funds LLC ($50.39M), Hill Investment Group Partners LLC ($34.46M), Quantum Financial Advisors LLC ($18.21M), Physician Wealth Solutions Inc. ($14.17M), ShankerValleau Wealth Advisors Inc. ($13.29M), BetterWealth LLC ($13.25M), and Nicolet Advisory Services LLC ($12.72M).Learn more on AVRE's institutional investors.

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

Of the 90 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: Aprio Wealth Management LLC ($539.61K), Empowered Funds LLC ($456.16K), BetterWealth LLC ($378.88K), Carlson Capital Management ($373.12K), Physician Wealth Solutions Inc. ($243.01K), Merriman Wealth Management LLC ($212.55K), and Lam Group Inc. ($211.31K).

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

Institutional investors have bought a total of 6,148,675 shares in the last 24 months. This purchase volume represents approximately $257.07M in transactions.

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

Of the 41 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 ($792.80K), Aprio Wealth Management LLC ($452.88K), Carlson Capital Management ($231.21K), Lam Group Inc. ($150.78K), Larson Financial Group LLC ($135.56K), Waypoint Capital Advisors LLC ($108.42K), and BetterWealth LLC ($97.74K).

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

Institutional investors have sold a total of 2,354,262 shares in the last 24 months. This volume of shares sold represents approximately $102.44M in transactions.


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This page (NYSEARCA:AVRE) was last updated on 12/22/2024 by MarketBeat.com Staff
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