Free Trial
→ 24/7 Automated Profits in Crypto (From Crypto Swap Profits) (Ad) Free AVRE Stock Alerts

Avantis Real Estate ETF (AVRE) Institutional Ownership

$42.83 +0.68 (+1.61%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$102.90M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$70.04M
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
1/21/2025Cypress Point Wealth Management LLC6,099$256K0.1%+7.8%0.057%
1/21/2025SJS Investment Consulting Inc.1,878$79K0.0%N/A0.018%
1/21/2025PCG Wealth Advisors LLC22,065$925K0.3%N/A0.207%
1/21/2025LexAurum 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%
12/26/2024JPMorgan Chase & Co.671$32K0.0%-97.1%0.006%
11/15/2024MML Investors Services LLC56,048$2.64M0.0%+12.5%0.525%
11/15/2024Jane Street Group LLC114,643$5.40M0.0%-42.5%1.073%
11/15/2024Hill Investment Group Partners LLC731,014$34.46M4.8%-0.1%6.845%
11/13/2024WorthPointe LLC238,403$11.24M4.7%-0.2%2.232%
11/13/2024Carlson Capital Management141,910$6.69M0.3%-20.3%1.329%
11/12/2024Larson Financial Group LLC12,601$594K0.0%-1.8%0.118%
11/12/2024Nicolet Advisory Services LLC274,771$12.72M1.2%-1.5%2.573%
11/12/2024Nwam LLC6,252$295K0.0%N/A0.059%
11/8/2024Equita Financial Network Inc.148,096$6.98M2.6%+12.9%1.387%
11/7/2024MB Generational Wealth LLC12,736$600K0.4%+145.3%0.119%
11/6/2024Empowered Funds LLC1,068,858$50.39M0.8%+1.5%10.008%
11/6/2024Diversified Portfolios Inc.7,306$344K0.0%+49.5%0.068%
11/5/2024Aptus Capital Advisors LLC3,807$179K0.0%N/A0.036%
11/4/2024Axxcess Wealth Management LLC15,758$743K0.0%+145.6%0.148%
11/4/2024HTG Investment Advisors Inc.48,022$2.26M1.1%+11.8%0.450%
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%
10/29/2024Forum Financial Management LP34,780$1.64M0.0%-7.7%0.326%
10/29/2024Chicago Partners Investment Group LLC87,363$4.02M0.1%-1.0%0.818%
10/29/2024Farther Finance Advisors LLC19,390$914K0.0%+82.1%0.182%
10/28/2024Valued Wealth Advisors LLC67,627$3.19M2.1%+2.4%0.633%
Grab This Altcoin Before Trump's Crypto Announcement (Ad)

Grab This Altcoin Before Trump's Crypto Announcement Whatever it is, I expect it to pump the market, which is why I'm recommending ONE coin to all investors right now.

Click here to check it out now
10/28/2024Pacific Life Fund Advisors LLC72,732$3.43M0.3%+81.8%0.681%
10/28/2024Austin 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%
10/25/2024Strategic Blueprint LLC111,485$5.26M0.3%-0.9%1.044%
10/25/2024SC&H Financial Advisors Inc.24,125$1.14M0.2%-2.4%0.226%
10/25/2024Quarry Hill Advisors LLC96,540$4.55M3.0%+1.4%0.904%
10/24/2024Morton Brown Family Wealth LLC7,639$360K0.1%+4.5%0.072%
10/23/2024North Ridge Wealth Advisors Inc.104,886$4.94M3.4%-0.4%0.982%
10/23/2024Leading 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%
10/22/2024Sprinkle Financial Consultants LLC19,535$921K0.7%+1.7%0.183%
10/22/2024BetterWealth 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%
10/18/2024 Lam Group Inc.83,515$3.94M2.8%+28.3%0.782%
10/16/2024Good Life Advisors LLC8,134$383K0.0%+3.3%0.076%
10/11/2024Creative 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%
10/10/2024Level Financial Advisors158,915$7.49M2.9%-0.6%1.488%
10/10/2024Simplicity Wealth LLC70,392$3.32M0.3%+827.7%0.659%
10/9/2024BWM Planning LLC12,697$599K0.3%N/A0.119%
10/8/2024CWM 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%
10/2/2024Abacus Planning Group Inc.5,536$261K0.0%-24.6%0.052%
8/16/2024Creative 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%
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%
8/5/2024Quarry 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%
8/3/2024Pacific 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%
7/31/2024Farther Finance Advisors LLC10,647$436K0.0%+16.4%0.100%
7/31/2024Austin 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%
7/31/2024Abacus Planning Group Inc.7,343$303K0.1%-3.5%0.069%
7/30/2024Morton Brown Family Wealth LLC7,307$318K0.1%+62.6%0.068%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
7/30/2024North Ridge Wealth Advisors Inc.105,323$4.34M3.3%+4.9%0.986%
7/30/2024WMG Financial Advisors LLC75,370$3.11M1.6%+9.7%0.706%
7/30/2024Forum Financial Management LP37,681$1.55M0.0%-18.1%0.353%
7/27/2024Strategic Blueprint LLC112,447$4.64M0.3%+6.1%1.053%
7/27/2024Cypress Point Wealth Management LLC5,127$211K0.1%N/A0.048%
7/26/2024Sprinkle 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%
7/24/2024Flagstone Financial Management19,408$800K0.3%+8.6%0.182%
7/24/2024Red Lighthouse Investment Management LLC68,628$2.83M1.2%-13.0%0.643%
(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, 96 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 ($15.31M), Physician Wealth Solutions Inc. ($14.17M), ShankerValleau Wealth Advisors Inc. ($13.48M), 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 92 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 Prairiewood Capital LLC ($212.12K).

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

Institutional investors have bought a total of 6,142,279 shares in the last 24 months. This purchase volume represents approximately $257.00M in transactions.

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

Of the 42 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 ($231.21K), Lam Group Inc. ($159.92K), 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 2,393,910 shares in the last 24 months. This volume of shares sold represents approximately $104.24M in transactions.


Related Companies

This page (NYSEARCA:AVRE) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
This coin could surge during Trump’s first week in office.
Juan has never had a losing trade on Bitcoin. And he booked gains of 312% on Chainlink … Now, he says one v...
Weiss Ratings | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored