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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
CPA
51
Cardiff Park Advisors
California
$2.23M -$9.43K -214 -0.4%
MW
52
Marrick Wealth
California
$2.21M +$2.23M +50,686 New
BPA
53
Beacon Pointe Advisors
California
$1.98M -$23.5K -534 -1%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.96M +$105K +2,388 +6%
BPW
55
BLVD Private Wealth
Kentucky
$1.85M -$26.3K -598 -1%
AWM
56
AE Wealth Management
Kansas
$1.75M +$514K +11,663 +41%
SFC
57
Sprinkle Financial Consultants
Colorado
$1.67M +$113K +2,569 +7%
FPAS
58
Focus Partners Advisor Solutions
Missouri
$1.61M -$26.3M -597,632 -94%
SCM
59
SOL Capital Management
Maryland
$1.59M -$165K -3,745 -9%
PWA
60
PCG Wealth Advisors
Kansas
$1.57M +$98.5K +2,236 +7%
LPP
61
Life Planning Partners
Florida
$1.54M +$167K +3,793 +12%
PLFA
62
Pacific Life Fund Advisors
California
$1.53M -$21.3K -484 -1%
BDWCC
63
B&D White Capital Company
Texas
$1.53M +$817K +18,543 +112%
E
64
EntreWealth
Texas
$1.5M +$172K +3,911 +13%
AQR Capital Management
65
AQR Capital Management
Connecticut
$1.47M +$14.6K +331 +1%
FFM
66
Forum Financial Management
Illinois
$1.36M -$205K -4,657 -13%
SHFA
67
SC&H Financial Advisors
Maryland
$1.28M +$27.4K +622 +2%
AC
68
Apella Capital
Connecticut
$1.23M +$23.1K +525 +2%
FFM
69
Flagstone Financial Management
Nebraska
$1.22M +$63.9K +1,450 +5%
Creative Planning
70
Creative Planning
Kansas
$1.19M -$4.23K -96 -0.3%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$1.19M -$295K -6,701 -20%
PWM
72
Parkshore Wealth Management
California
$1.18M -$501K -11,363 -29%
EFMC
73
Empire Financial Management Company
New York
$1.13M +$1.15M +26,047 New
GM
74
GeoWealth Management
Illinois
$1.13M +$110K +2,496 +11%
HNWA
75
Henrickson Nauta Wealth Advisors
Michigan
$1.09M +$445K +10,102 +69%

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.