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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
EFMC
76
Empire Financial Management Company
New York
$1.19M +$48.2K +1,065 +4%
SHFA
77
SC&H Financial Advisors
Maryland
$1.19M -$106K -2,345 -8%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$1.19M -$12.2K -269 -1%
CA
79
CoreCap Advisors
Michigan
$1.1M +$45.9K +1,015 +4%
SAM
80
Satovsky Asset Management
New York
$975K +$724 +16 +0.1%
SC
81
Savant Capital
Illinois
$971K -$4.53K -100 -0.5%
FFA
82
Farther Finance Advisors
California
$967K +$896K +19,802 +984%
BAM
83
Bayshore Asset Management
Florida
$942K -$132K -2,908 -12%
CPW
84
Cogent Private Wealth
Florida
$816K +$112K +2,469 +15%
SLG
85
Sanchez Levi Garrett
$804K +$827K +18,264 New
AFA
86
Avant Financial Advisors
Texas
$752K +$65.4K +1,446 +9%
MGW
87
MB Generational Wealth
Washington
$723K -$196K -4,321 -21%
PWM
88
Parkshore Wealth Management
California
$698K -$514K -11,356 -42%
QCM
89
Quantinno Capital Management
New York
$671K +$161K +3,557 +30%
PAG
90
Poinciana Advisors Group
Florida
$667K +$37.6K +831 +6%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$664K +$4.93K +109 +0.7%
FTS
92
Fifth Third Securities
Ohio
$651K -$41.9K -926 -6%
Mariner
93
Mariner
Kansas
$642K +$38.4K +848 +6%
Financial Engines Advisors
94
Financial Engines Advisors
California
$638K
DPI
95
Diversified Portfolios Inc
Michigan
$628K -$98.2K -2,169 -13%
KAS
96
Kestra Advisory Services
Texas
$572K +$307K +6,793 +109%
Osaic Holdings
97
Osaic Holdings
Arizona
$553K -$35K -774 -6%
HNWA
98
Henrickson Nauta Wealth Advisors
Michigan
$545K -$561K -12,387 -50%
EPW
99
Endeavor Private Wealth
Kansas
$538K -$7.38K -163 -1%
KAM
100
KEB Asset Management
Illinois
$498K

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.