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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
VF
26
Vestment Financial
Minnesota
$7.43M +$102K +2,248 +1%
SWM
27
Sentinel Wealth Management
Virginia
$5.96M +$732K +16,166 +14%
LG
28
LAM Group
Oregon
$5.83M +$1.31M +28,965 +28%
SB
29
Strategic Blueprint
Georgia
$5.81M -$211K -4,670 -3%
PAS
30
Park Avenue Securities
New York
$5.54M +$567K +12,532 +11%
CFO
31
Collective Family Office
Pennsylvania
$5.25M +$531K +11,737 +11%
SW
32
Simplicity Wealth
New Jersey
$4.92M -$1.63K -36 -0%
CPIG
33
Chicago Partners Investment Group
Illinois
$4.74M +$300K +6,623 +7%
AWM
34
Austin Wealth Management
Texas
$4.66M -$1.49M -32,954 -24%
NRWA
35
North Ridge Wealth Advisors
Oregon
$4.53M -$99.6K -2,202 -2%
HIA
36
HTG Investment Advisors
Connecticut
$4.39M +$397K +8,762 +10%
VWA
37
Valued Wealth Advisors
Utah
$4.15M +$31.3K +692 +0.7%
OIA
38
OneDigital Investment Advisors
Kansas
$3.87M +$143K +3,169 +4%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$3.67M +$2.1M +46,330 +125%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$3.66M -$2.09M -46,233 -36%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$3.46M +$48.6K +1,075 +1%
BHWM
42
Beaird Harris Wealth Management
Texas
$3.06M -$111K -2,442 -3%
BH
43
Burk Holdings
Oklahoma
$3.04M +$216K +4,781 +7%
NA
44
Networth Advisors
Pennsylvania
$3.02M +$139K +3,069 +5%
Cerity Partners
45
Cerity Partners
New York
$2.83M +$2.91M +64,211 New
AWMNY
46
Arcadia Wealth Management (New York)
New York
$2.81M +$168K +3,706 +6%
MML Investors Services
47
MML Investors Services
Massachusetts
$2.79M -$359K -7,940 -11%
AWM
48
Aprio Wealth Management
Georgia
$2.66M -$32.9K -727 -1%
WFA
49
WMG Financial Advisors
Tennessee
$2.5M -$992K -21,922 -28%
RLIM
50
Red Lighthouse Investment Management
New York
$2.44M -$26.8K -592 -1%

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.