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Avantis Real Estate ETF (AVRE) Institutional Ownership

$43.47 -0.21 (-0.48%)
As of 02/21/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Avantis Real Estate ETF (NYSEARCA:AVRE)

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$170.16M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$60.31M
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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
2/18/2025 Focus Partners Advisor Solutions LLC28,878$1.21M0.0%+83.5%0.270%
2/17/2025 Vestment Financial LLC110,580$4.57M3.5%N/A1.035%
2/17/2025 CoreCap Advisors LLC5,361$225K0.0%+953.2%0.050%
2/17/2025 Cardiff Park Advisors LLC57,659$2.42M0.2%+0.4%0.540%
2/17/2025 Aptus Capital Advisors LLC713$30K0.0%-81.3%0.007%
2/14/2025 Mercer Global Advisors Inc. ADV61,020$2.56M0.0%N/A0.571%
2/14/2025 Jane Street Group LLC92,014$3.86M0.0%-19.7%0.862%
2/14/2025 Capstone Financial Advisors Inc.342,631$14.36M0.9%+29.5%3.208%
2/14/2025 Parkshore Wealth Management Inc.73,672$3.09M1.9%N/A0.690%
2/14/2025 OneDigital Investment Advisors LLC121,180$5.08M0.1%-0.6%1.135%
2/14/2025 MML Investors Services LLC57,833$2.42M0.0%+3.2%0.542%
2/14/2025 GeoWealth Management LLC28,754$1.21M0.0%+7.8%0.269%
2/13/2025 Mariner LLC10,988$461K0.0%+2.5%0.103%
2/13/2025 Nicolet Bankshares Inc.134,205$5.63M1.3%+4.7%1.257%
2/13/2025 Rockefeller Capital Management L.P.11,685$490K0.0%N/A0.109%
2/13/2025 Garrison Point Advisors LLC13,704$574K0.3%N/A0.128%
2/13/2025 Envestnet Asset Management Inc.153,868$6.45M0.0%+10.4%1.441%
2/12/2025 Nicolet Advisory Services LLC288,392$11.71M1.1%+5.0%2.700%
2/12/2025 Life Planning Partners Inc26,905$1.13M0.2%+6.9%0.252%
2/12/2025 JPMorgan Chase & Co.2,528$106K0.0%+276.8%0.024%
2/12/2025 Financial Engines Advisors L.L.C.13,045$547K0.0%+3.3%0.122%
2/12/2025 Ariadne Wealth Management LP8,331$359K0.2%N/A0.078%
2/11/2025 WorthPointe LLC234,819$9.84M4.0%-1.5%2.199%
2/11/2025 Jackson Thornton Wealth Management LLC5,985$251K0.0%-28.1%0.056%
2/11/2025 LPL Financial LLC153,877$6.45M0.0%+43.7%1.441%
2/11/2025 American Century Companies Inc.302,921$12.70M0.0%+7.9%2.836%
2/10/2025 Entrewealth LLC10,900$457K0.4%N/A0.102%
2/10/2025 Carlson Capital Management128,552$5.39M0.2%-9.4%1.204%
2/10/2025 Axxcess Wealth Management LLC17,350$727K0.0%+10.1%0.162%
2/10/2025 Curio Wealth LLC4,937$207K0.1%N/A0.046%
2/10/2025 Corient Private Wealth LLC214,281$8.98M0.0%-2.0%2.006%
2/10/2025 Poinciana Advisors Group LLC14,949$627K0.6%N/A0.140%
2/10/2025 Commonwealth Equity Services LLC24,774$1.04M0.0%+12.2%0.232%
2/10/2025 Austin Wealth Management LLC59,123$2.49M0.5%+12.4%0.554%
2/10/2025 Parkworth Wealth Management Inc.19,720$827K0.7%N/A0.185%
2/7/2025 Larson Financial Group LLC12,318$516K0.0%-2.2%0.115%
2/7/2025 Red Lighthouse Investment Management LLC70,353$2.95M1.2%+2.4%0.659%
2/7/2025 Haven Private LLC35,169$1.47M0.8%N/A0.329%
2/6/2025 Physician Wealth Solutions Inc.313,736$13.15M6.6%+0.9%2.938%
2/6/2025 WMG Financial Advisors LLC91,869$3.85M1.7%+6.0%0.860%
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2/5/2025 Allegiance Financial Group Advisory Services LLC208,414$8.74M2.8%+8.4%1.951%
2/5/2025 Nwam LLC5,744$241K0.0%-8.1%0.054%
2/4/2025 IFP Advisors Inc8,935$375K0.0%+181.5%0.084%
2/4/2025 MB Generational Wealth LLC18,186$762K0.6%+42.8%0.170%
2/3/2025 Aspect Partners LLC756$32K0.0%+152.0%0.007%
2/3/2025 Werba Rubin Papier Wealth Management18,718$785K0.2%+5.2%0.175%
1/31/2025 Morton Brown Family Wealth LLC9,383$393K0.1%+22.8%0.088%
1/31/2025 Pacific Life Fund Advisors LLC74,704$3.13M0.3%+2.7%0.699%
1/30/2025 Life Planning Partners Inc1,127,863$47K0.0%+4,382.9%10.561%
1/28/2025 Empowered Funds LLC1,187,794$49.79M0.7%+11.1%11.122%
1/28/2025 SC&H Financial Advisors Inc.23,684$993K0.2%-1.8%0.222%
1/28/2025 Sprinkle Financial Consultants LLC22,496$943K0.6%+15.2%0.211%
1/28/2025 Quarry Hill Advisors LLC103,060$4.32M2.9%+6.8%0.965%
1/27/2025 HTG Investment Advisors Inc.52,791$2.21M1.0%+9.9%0.494%
1/24/2025 Leading Edge Financial Planning LLC80,336$3.37M1.1%+43.3%0.752%
1/24/2025 Flagstone Financial Management20,452$857K0.3%+3.5%0.191%
1/24/2025 Chicago Partners Investment Group LLC93,660$3.88M0.1%+7.2%0.877%
1/23/2025 Heck Capital Advisors LLC1,087$46K0.0%N/A0.010%
1/23/2025 SOL Capital Management CO50,362$2.11M0.2%-3.8%0.472%
1/23/2025 Equita Financial Network Inc.158,032$6.63M2.4%+6.7%1.480%
1/23/2025 Strategic Blueprint LLC116,844$4.90M0.3%+4.8%1.094%
1/23/2025 BetterWealth LLC285,056$11.95M3.3%+1.4%2.669%
1/22/2025 Level Financial Advisors153,090$6.42M2.4%-3.7%1.433%
1/22/2025 Valued Wealth Advisors LLC70,073$2.94M1.8%+3.6%0.656%
1/21/2025 Cypress Point Wealth Management LLC6,099$256K0.1%+7.8%0.057%
1/21/2025 SJS Investment Consulting Inc.1,878$79K0.0%N/A0.018%
1/21/2025 PCG Wealth Advisors LLC22,065$925K0.3%N/A0.207%
1/21/2025 LexAurum Advisors LLC124,988$5.24M1.0%N/A1.170%
1/17/2025 Endeavor Private Wealth Inc.9,104$382K0.4%N/A0.085%
1/17/2025 Signature Resources Capital Management LLC4,500$189K0.2%-9.7%0.042%
1/16/2025 Lam Group Inc.74,375$3.12M2.2%-10.9%0.696%
1/16/2025 Prairiewood Capital LLC213,406$8.95M3.8%+5.7%1.998%
1/16/2025 Evanson Asset Management LLC5,689$238K0.0%N/A0.053%
1/15/2025 Seaside Wealth Management Inc.209,508$8.78M3.2%+8.6%1.962%
1/14/2025 Apella Capital LLC28,568$1.20M0.0%+1.3%0.267%
1/14/2025 Park Avenue Securities LLC68,524$2.87M0.0%+20.6%0.642%
1/14/2025 Henrickson Nauta Wealth Advisors Inc.11,352$476K0.2%-2.8%0.106%
1/14/2025 Quantum Financial Advisors LLC365,236$15.31M2.1%-5.4%3.420%
1/13/2025 DBK Financial Counsel LLC53,219$2.23M2.2%+0.8%0.498%
1/13/2025 Aprio Wealth Management LLC76,754$3.22M0.5%-11.5%0.719%
1/8/2025 Collective Family Office LLC102,980$4.32M1.2%+4.5%0.964%
1/6/2025 ShankerValleau Wealth Advisors Inc.321,502$13.48M4.3%+14.0%3.010%
12/26/2024 JPMorgan Chase & Co.671$32K0.0%-97.1%0.006%
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%
11/12/2024 Larson 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%
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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%
(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, 116 institutional investors and hedge funds held shares of Avantis Real Estate ETF. The most heavily invested institutionals were Empowered Funds LLC ($49.79M), Hill Investment Group Partners LLC ($34.46M), Quantum Financial Advisors LLC ($15.31M), Capstone Financial Advisors Inc. ($14.36M), ShankerValleau Wealth Advisors Inc. ($13.48M), Physician Wealth Solutions Inc. ($13.15M), and American Century Companies Inc. ($12.70M).Learn more on AVRE's institutional investors.

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

Of the 111 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: Life Planning Partners Inc ($1.10M), Empowered Funds LLC ($575.10K), Aprio Wealth Management LLC ($539.61K), Carlson Capital Management ($373.12K), Physician Wealth Solutions Inc. ($245.76K), Prairiewood Capital LLC ($212.12K), and Seaside Wealth Management Inc. ($209.51K).

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

Institutional investors have bought a total of 6,827,878 shares in the last 24 months. This purchase volume represents approximately $286.73M in transactions.

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

Of the 46 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 ($813.75K), Aprio Wealth Management LLC ($462.85K), Carlson Capital Management ($244.57K), Lam Group Inc. ($159.92K), Larson Financial Group LLC ($135.85K), Waypoint Capital Advisors LLC ($108.42K), and Jane Street Group LLC ($107.52K).

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

Institutional investors have sold a total of 2,449,276 shares in the last 24 months. This volume of shares sold represents approximately $106.56M in transactions.


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This page (NYSEARCA:AVRE) was last updated on 2/22/2025 by MarketBeat.com Staff
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