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Avantis Real Estate ETF

144 hedge funds and large institutions have $485M invested in Avantis Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

106% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 36

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more funds holding

Funds holding: 133144 (+11)

2% more capital invested

Capital invested by funds: $474M → $485M (+$11M)

0.73% less ownership

Funds ownership: 72.97%72.24% (-0.73%)

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
1.75%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.15%
New
19
Increased
74
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Austin Wealth Management
Texas
$6.02M +$296K +6,725 +5%
SB
27
Strategic Blueprint
Georgia
$5.95M -$117K -2,650 -2%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$5.63M -$2.34M -53,010 -29%
SWM
29
Sentinel Wealth Management
Virginia
$5.19M +$854K +19,389 +19%
PAS
30
Park Avenue Securities
New York
$4.94M +$544K +12,356 +12%
SW
31
Simplicity Wealth
New Jersey
$4.86M +$276K +6,257 +6%
Citadel Advisors
32
Citadel Advisors
Florida
$4.78M -$894K -20,298 -16%
CFO
33
Collective Family Office
Pennsylvania
$4.68M +$189K +4,278 +4%
NRWA
34
North Ridge Wealth Advisors
Oregon
$4.57M +$79.8K +1,812 +2%
LG
35
LAM Group
Oregon
$4.5M +$113K +2,560 +3%
CPIG
36
Chicago Partners Investment Group
Illinois
$4.19M -$31.3K -711 -0.7%
VWA
37
Valued Wealth Advisors
Utah
$4.07M +$226K +5,137 +6%
HIA
38
HTG Investment Advisors
Connecticut
$3.96M +$688K +15,613 +21%
OIA
39
OneDigital Investment Advisors
Kansas
$3.69M -$165K -3,751 -4%
WFA
40
WMG Financial Advisors
Tennessee
$3.43M -$185K -4,199 -5%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$3.37M +$171K +3,872 +5%
BHWM
42
Beaird Harris Wealth Management
Texas
$3.13M -$92.8K -2,106 -3%
MML Investors Services
43
MML Investors Services
Massachusetts
$3.11M +$411K +9,330 +15%
NA
44
Networth Advisors
Pennsylvania
$2.85M +$2.89M +65,504 New
BH
45
Burk Holdings
Oklahoma
$2.8M +$72.4K +1,644 +3%
AWM
46
Axxcess Wealth Management
California
$2.69M +$1.65M +37,498 +154%
AWM
47
Aprio Wealth Management
Georgia
$2.67M -$11.6K -263 -0.4%
AWMNY
48
Arcadia Wealth Management (New York)
New York
$2.62M +$245K +5,555 +10%
RLIM
49
Red Lighthouse Investment Management
New York
$2.44M -$270K -6,126 -10%
DFC
50
DBK Financial Counsel
Ohio
$2.28M -$45.7K -1,037 -2%

AVRE Hedge Fund Activity: Q4 2025 in Review

144 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Avantis Real Estate ETF (AVRE) for Q4 2025, worth a combined $485M — up 2.3% from $474M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AVRE positions and 6 closed out — a net gain of 13 holders — while 74 added to existing stakes and 36 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $7.85M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $26.3M.

  • 144 institutional investors held Avantis Real Estate ETF (AVRE) as of Q4 2025, up from 133 in Q3 2025.
  • Funds reported $485M of Avantis Real Estate ETF stock for Q4 2025, up 2.3% quarter-over-quarter.
  • 19 funds opened new Avantis Real Estate ETF positions in Q4 2025 and 6 closed out, a net change of +13 holders.
  • The largest Avantis Real Estate ETF buyer in Q4 2025 was Corient Private Wealth, an estimated $7.85M added.
  • The largest Avantis Real Estate ETF seller in Q4 2025 was Focus Partners Advisor Solutions, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2025.