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Avantis Real Estate ETF (AVRE) Institutional Ownership

$44.66
+0.22 (+0.50%)
(As of 12:49 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$137.81M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$82.54M
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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
11/1/2024Cypress Point Wealth Management LLC5,657$267K0.1%+10.3%0.053%
11/1/2024Physician 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%
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%
8/15/2024Beaird Harris Wealth Management LLC84,313$3.48M0.3%+6.4%0.789%
8/13/2024Merriman Wealth Management LLC265,480$10.94M0.5%-2.5%2.486%
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8/8/2024Envestnet 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%
8/8/2024American 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%
8/5/2024Hill 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%
7/31/2024HTG 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%
7/31/2024Equita 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%
7/31/2024Citizens & 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%
7/27/2024Cypress 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%
7/24/2024Allegiance 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%
7/24/2024Red 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%
7/23/2024Diversified 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%
7/11/2024Carlson Capital Management177,969$7.34M0.3%-10.7%1.666%
7/10/2024 Simplicity Wealth LLC7,588$313K0.0%N/A0.071%
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%
5/16/2024Jane Street Group LLC559,171$23.64M0.0%+20.9%5.236%
5/15/2024Beaird Harris Wealth Management LLC79,246$3.35M0.3%+12.8%0.742%
5/10/2024Nicolet Advisory Services LLC262,255$11.01M1.1%+3.6%2.456%
5/9/2024 Forum Financial Management LP46,022$1.95M0.0%+144.3%0.431%
5/9/2024MB Generational Wealth LLC8,641$365K0.3%-3.8%0.081%
5/7/2024 WMG Financial Advisors LLC68,711$2.91M1.7%+23.6%0.643%
5/7/2024Empowered Funds LLC439,924$18.60M0.3%N/A4.119%
5/3/2024Larson Financial Group LLC15,525$656K0.1%-88.5%0.145%
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5/2/2024 Flagstone Financial Management17,865$755K0.3%+6.1%0.172%
4/30/2024 Valued Wealth Advisors LLC63,849$2.70M1.9%+27.5%0.614%
4/30/2024Commonwealth Equity Services LLC15,160$641K0.0%+61.7%0.146%
4/26/2024 Prairiewood Capital LLC195,759$8.28M3.9%+7.9%1.882%
4/26/2024 Quarry Hill Advisors LLC84,675$3.58M2.6%+6.0%0.814%
4/26/2024 Quantum Financial Advisors LLC385,477$16.30M2.9%-20.4%3.707%
4/24/2024 SOL Capital Management CO86,755$3.67M0.5%-16.1%0.834%
4/23/2024 Morton Brown Family Wealth LLC4,494$190K0.1%-37.5%0.043%
4/23/2024 Strategic Blueprint LLC106,020$4.48M0.3%+4.2%1.019%
4/22/2024 Pacific Life Fund Advisors LLC80,668$3.41M0.3%-0.5%0.776%
(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, 90 institutional investors and hedge funds held shares of Avantis Real Estate ETF. The most heavily invested institutionals were Hill Investment Group Partners LLC ($31.93M), Jane Street Group LLC ($23.64M), Empowered Funds LLC ($18.60M), Quantum Financial Advisors LLC ($18.21M), Physician Wealth Solutions Inc. ($14.17M), ShankerValleau Wealth Advisors Inc. ($13.29M), and BetterWealth LLC ($13.25M).Learn more on AVRE's institutional investors.

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

Of the 88 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 ($439.92K), 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 6,115,166 shares in the last 24 months. This purchase volume represents approximately $255.28M in transactions.

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

Of the 38 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 ($195.15K), Lam Group Inc. ($150.78K), Larson Financial Group LLC ($135.33K), 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 2,227,692 shares in the last 24 months. This volume of shares sold represents approximately $96.47M in transactions.


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This page (NYSEARCA:AVRE) was last updated on 11/4/2024 by MarketBeat.com Staff
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