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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
SC
76
Savant Capital
Illinois
$929K +$928K +20,887 New
MGW
77
MB Generational Wealth
Washington
$926K +$924K +20,808 New
DPI
78
Diversified Portfolios Inc
Michigan
$866K -$31.1K -700 -3%
TWA
79
TCI Wealth Advisors
Arizona
$864K -$157K -3,525 -15%
CA
80
CoreCap Advisors
Michigan
$839K +$125K +2,806 +17%
BDWCC
81
B&D White Capital Company
Texas
$737K +$262K +5,893 +55%
Financial Engines Advisors
82
Financial Engines Advisors
California
$716K -$1.29K -29 -0.2%
AFA
83
Avant Financial Advisors
Texas
$669K +$74.7K +1,681 +13%
HNWA
84
Henrickson Nauta Wealth Advisors
Michigan
$653K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$648K +$89.3K +2,010 +16%
PAG
86
Poinciana Advisors Group
Florida
$637K
Mariner
87
Mariner
Kansas
$601K +$34.3K +773 +6%
FTS
88
Fifth Third Securities
Ohio
$576K +$575K +12,952 New
EPW
89
Endeavor Private Wealth
Kansas
$504K -$7.37K -166 -1%
MPW
90
Magnolia Private Wealth
Pennsylvania
$487K +$47.1K +1,060 +11%
KAM
91
KEB Asset Management
Illinois
$480K
QCM
92
Quantinno Capital Management
New York
$442K +$441K +9,928 New
MBFW
93
Morton Brown Family Wealth
Pennsylvania
$436K +$1.6K +36 +0.4%
BP
94
BWM Planning
Texas
$372K
AWM
95
Ariadne Wealth Management
California
$366K
GPA
96
Garrison Point Advisors
California
$341K +$4K +90 +1%
WCWM
97
Willow Creek Wealth Management
California
$327K +$20.2K +455 +7%
CA
98
Clune & Associates
Illinois
$268K +$45.8K +1,030 +21%
JTWM
99
Jackson Thornton Wealth Management
Alabama
$263K
EAM
100
Evanson Asset Management
California
$259K +$2.98K +67 +1%

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.