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Avantis Real Estate ETF

133 hedge funds and large institutions have $474M invested in Avantis Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 79 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 26

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0% more funds holding

Funds holding: 133133 (0)

1% less capital invested

Capital invested by funds: $477M → $474M (-$3.6M)

7.24% less ownership

Funds ownership: 80.22%72.97% (-7.2%)

Holders
133
Holders Change
Holders Change %
0%
% of All Funds
1.75%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
10
Increased
79
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
26
Vestment Financial
Minnesota
$6.15M +$443K +9,967 +8%
AWM
27
Austin Wealth Management
Texas
$5.87M +$388K +8,724 +7%
Citadel Advisors
28
Citadel Advisors
Florida
$5.79M +$335K +7,551 +6%
QHA
29
Quarry Hill Advisors
Minnesota
$5.77M +$611K +13,748 +12%
SW
30
Simplicity Wealth
New Jersey
$4.69M -$4.54M -102,092 -49%
CFO
31
Collective Family Office
Pennsylvania
$4.6M +$74K +1,666 +2%
NRWA
32
North Ridge Wealth Advisors
Oregon
$4.59M +$4.18K +94 +0.1%
PAS
33
Park Avenue Securities
New York
$4.5M +$575K +12,948 +15%
LG
34
LAM Group
Oregon
$4.48M +$519K +11,690 +13%
SWM
35
Sentinel Wealth Management
Virginia
$4.44M +$1.74M +39,057 +64%
CPIG
36
Chicago Partners Investment Group
Illinois
$4.25M +$48.2K +1,084 +1%
OIA
37
OneDigital Investment Advisors
Kansas
$3.94M -$447K -10,058 -10%
VWA
38
Valued Wealth Advisors
Utah
$3.93M +$377K +8,481 +11%
WFA
39
WMG Financial Advisors
Tennessee
$3.69M -$506K -11,399 -12%
Jane Street
40
Jane Street
New York
$3.48M +$2.05M +46,234 +145%
HIA
41
HTG Investment Advisors
Connecticut
$3.35M +$402K +9,055 +14%
BHWM
42
Beaird Harris Wealth Management
Texas
$3.29M -$380K -8,558 -10%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$3.28M +$53.7K +1,209 +2%
BH
44
Burk Holdings
Oklahoma
$2.79M +$18.6K +418 +0.7%
RLIM
45
Red Lighthouse Investment Management
New York
$2.77M +$9.77K +220 +0.4%
MML Investors Services
46
MML Investors Services
Massachusetts
$2.76M +$35.1K +791 +1%
AWM
47
Aprio Wealth Management
Georgia
$2.74M +$25K +563 +0.9%
AWMNY
48
Arcadia Wealth Management (New York)
New York
$2.43M +$93.3K +2,100 +4%
DFC
49
DBK Financial Counsel
Ohio
$2.38M +$4.44K +100 +0.2%
CPA
50
Cardiff Park Advisors
California
$2.29M -$2.8K -63 -0.1%

AVRE Hedge Fund Activity: Q3 2025 in Review

133 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q3 2025, worth a combined $474M — down 0.76% from $477M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AVRE positions and 7 closed out — a net gain of 3 holders — while 79 added to existing stakes and 26 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $13.9M. The largest seller was Empowered Funds, exiting entirely with an estimated $49.7M sold.

  • 133 institutional investors held Avantis Real Estate ETF (AVRE) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $474M of Avantis Real Estate ETF stock for Q3 2025, down 0.76% quarter-over-quarter.
  • 10 funds opened new Avantis Real Estate ETF positions in Q3 2025 and 7 closed out, a net change of +3 holders.
  • The largest Avantis Real Estate ETF buyer in Q3 2025 was Focus Partners Advisor Solutions, an estimated $13.9M added.
  • The largest Avantis Real Estate ETF seller in Q3 2025 was Empowered Funds, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2025.