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Avantis Real Estate ETF

147 hedge funds and large institutions have $598M invested in Avantis Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

45% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 47

23% more capital invested

Capital invested by funds: $485M → $598M (+$113M)

10.28% more ownership

Funds ownership: 72.24%82.52% (+10%)

2% more funds holding

Funds holding: 144147 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
1.81%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
16
Increased
68
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
1
Empowered Funds
Pennsylvania
$54.5M +$56M +1,237,572 New
SFA
2
Sequoia Financial Advisors
Ohio
$43.5M +$28.1M +620,655 +169%
FPI
3
Financial Plan Inc
Washington
$31.4M +$5.04M +111,473 +19%
American Century Companies
4
American Century Companies
Missouri
$26.8M +$6.24M +137,953 +29%
NB
5
Nicolet Bankshares
Wisconsin
$26.4M +$18.4M +407,336 +214%
QFA
6
Quantum Financial Advisors
California
$18.7M +$664K +14,683 +4%
HIGP
7
Hill Investment Group Partners
Missouri
$17.1M -$2.4M -53,014 -12%
SWA
8
ShankerValleau Wealth Advisors
Illinois
$16.4M -$471K -10,415 -3%
B
9
BetterWealth
California
$14.9M +$353K +7,794 +2%
AFGAS
10
Allegiance Financial Group Advisory Services
Virginia
$14.9M +$1.28M +28,332 +9%
CFA
11
Capstone Financial Advisors
Illinois
$13.9M -$40.8K -902 -0.3%
PC
12
Prairiewood Capital
North Dakota
$13.6M +$1.04M +23,026 +8%
LPL Financial
13
LPL Financial
California
$13.3M +$1.97M +43,501 +17%
PWS
14
Physician Wealth Solutions
Nevada
$12.7M -$135K -2,981 -1%
LA
15
LexAurum Advisors
Kansas
$12.6M +$13M +286,640 New
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$12.3M -$91 -2 -0%
SWM
17
Seaside Wealth Management
California
$12M +$351K +7,766 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$11M +$839K +18,543 +8%
TAWM
19
Three Arch Wealth Management
California
$10.7M +$456K +10,085 +4%
LEFP
20
Leading Edge Financial Planning
Tennessee
$9.94M +$1.45M +31,938 +16%
EFN
21
Equita Financial Network
Pennsylvania
$9.13M -$56.5K -1,248 -0.6%
W
22
WorthPointe
California
$8.59M -$1.5M -33,146 -15%
QHA
23
Quarry Hill Advisors
Minnesota
$7.64M +$670K +14,797 +10%
LFA
24
Level Financial Advisors
New York
$7.63M +$1.36K +30 +0%
Corient Private Wealth
25
Corient Private Wealth
Florida
$7.5M -$7.68M -169,678 -50%

AVRE Hedge Fund Activity: Q1 2026 in Review

147 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q1 2026, worth a combined $598M — up 23% from $485M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AVRE positions and 10 closed out — a net gain of 6 holders — while 68 added to existing stakes and 47 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $56M. The largest seller was Corient Private Wealth, cutting an estimated $7.68M.

  • 147 institutional investors held Avantis Real Estate ETF (AVRE) as of Q1 2026, up from 144 in Q4 2025.
  • Funds reported $598M of Avantis Real Estate ETF stock for Q1 2026, up 23% quarter-over-quarter.
  • 16 funds opened new Avantis Real Estate ETF positions in Q1 2026 and 10 closed out, a net change of +6 holders.
  • The largest Avantis Real Estate ETF buyer in Q1 2026 was Empowered Funds, an estimated $56M added.
  • The largest Avantis Real Estate ETF seller in Q1 2026 was Corient Private Wealth, an estimated $7.68M sold.

Based on aggregated 13F filings for Q1 2026.