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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
SFC
51
Sprinkle Financial Consultants
Colorado
$2.36M +$691K +15,277 +40%
MW
52
Marrick Wealth
California
$2.32M +$92.9K +2,053 +4%
DFC
53
DBK Financial Counsel
Ohio
$2.31M +$7.29K +161 +0.3%
CPA
54
Cardiff Park Advisors
California
$2.18M -$71K -1,570 -3%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$2.09M +$102K +2,248 +5%
AWM
56
AE Wealth Management
Kansas
$1.95M +$189K +4,181 +10%
JP Morgan Chase
57
JP Morgan Chase
New York
$1.89M +$1.92M +42,486 +3,110%
BPA
58
Beacon Pointe Advisors
California
$1.88M -$135K -2,988 -7%
BPW
59
BLVD Private Wealth
Kentucky
$1.84M -$29.3K -647 -2%
BDWCC
60
B&D White Capital Company
Texas
$1.78M +$236K +5,214 +15%
LPP
61
Life Planning Partners
Florida
$1.74M +$181K +3,992 +11%
AQR Capital Management
62
AQR Capital Management
Connecticut
$1.63M +$147K +3,242 +10%
PWA
63
PCG Wealth Advisors
Kansas
$1.52M -$64.7K -1,430 -4%
E
64
EntreWealth
Texas
$1.48M +$32.6K +721 +2%
PLFA
65
Pacific Life Fund Advisors
California
$1.47M -$75.8K -1,675 -5%
FFM
66
Forum Financial Management
Illinois
$1.45M +$74K +1,636 +5%
RWM
67
Rockwood Wealth Management
Pennsylvania
$1.41M +$1.45M +32,111 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$1.37M +$1.4M +31,016 New
AC
69
Apella Capital
Connecticut
$1.35M +$1.22K +27 +0.1%
WRPWM
70
Werba Rubin Papier Wealth Management
California
$1.34M +$1.37M +30,342 New
FFM
71
Flagstone Financial Management
Nebraska
$1.27M +$32.8K +725 +3%
TWA
72
TCI Wealth Advisors
Arizona
$1.25M +$410K +9,056 +47%
GM
73
GeoWealth Management
Illinois
$1.24M +$92.5K +2,044 +8%
Creative Planning
74
Creative Planning
Kansas
$1.22M +$10.6K +234 +0.9%
HP
75
Haven Private
Florida
$1.21M +$240K +5,309 +24%

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.