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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
BPA
51
Beacon Pointe Advisors
California
$2.05M +$2.05M +46,122 New
BPW
52
BLVD Private Wealth
Kentucky
$1.91M +$177K +3,992 +10%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.9M +$62K +1,395 +3%
SCM
54
SOL Capital Management
Maryland
$1.8M -$149K -3,345 -8%
PWM
55
Parkshore Wealth Management
California
$1.72M -$893K -20,106 -34%
FFM
56
Forum Financial Management
Illinois
$1.6M -$220K -4,954 -12%
SFC
57
Sprinkle Financial Consultants
Colorado
$1.59M +$127K +2,851 +9%
PLFA
58
Pacific Life Fund Advisors
California
$1.58M +$16K +360 +1%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$1.51M -$273K -6,136 -15%
PWA
60
PCG Wealth Advisors
Kansas
$1.5M +$1.5M +33,755 New
AQR Capital Management
61
AQR Capital Management
Connecticut
$1.49M +$170K +3,838 +13%
LPP
62
Life Planning Partners
Florida
$1.41M +$109K +2,454 +8%
E
63
EntreWealth
Texas
$1.29M +$254K +5,714 +25%
SHFA
64
SC&H Financial Advisors
Maryland
$1.28M +$83.4K +1,878 +7%
AWM
65
AE Wealth Management
Kansas
$1.27M +$356K +8,006 +39%
AC
66
Apella Capital
Connecticut
$1.23M -$5.33K -120 -0.4%
Creative Planning
67
Creative Planning
Kansas
$1.22M +$9.68K +218 +0.8%
FFM
68
Flagstone Financial Management
Nebraska
$1.18M +$97.7K +2,200 +9%
Osaic Holdings
69
Osaic Holdings
Arizona
$1.14M -$12.2K -275 -1%
AWM
70
Axxcess Wealth Management
California
$1.08M +$187K +4,215 +21%
BAM
71
Bayshore Asset Management
Florida
$1.05M +$6.13K +138 +0.6%
WRPWM
72
Werba Rubin Papier Wealth Management
California
$1.05M +$50.3K +1,132 +5%
GM
73
GeoWealth Management
Illinois
$1.05M +$7.95K +179 +0.8%
SAM
74
Satovsky Asset Management
New York
$974K +$6.26K +141 +0.6%
HP
75
Haven Private
Florida
$946K +$67.7K +1,523 +8%

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.