We are live on ! Find out more
AVRE icon

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
MBFW
101
Morton Brown Family Wealth
Pennsylvania
$426K -$3.62K -80 -0.8%
AWM
102
Ariadne Wealth Management
California
$415K
ALWM
103
Andrews Lucia Wealth Management
California
$411K +$422K +9,326 New
TIM
104
Tortoise Investment Management
New York
$370K +$381K +8,410 New
BP
105
BWM Planning
Texas
$368K
GPA
106
Garrison Point Advisors
California
$350K +$226 +5 +0.1%
FWM
107
FMB Wealth Management
California
$334K +$17.2K +379 +5%
GS
108
GTS Securities
New York
$302K +$310K +6,858 New
APP
109
Avantax Planning Partners
Iowa
$286K +$11.9K +264 +4%
JTWM
110
Jackson Thornton Wealth Management
Alabama
$278K
AFC
111
Ares Financial Consulting
California
$267K -$16.4K -363 -6%
GTWM
112
Global Trust Wealth Management
Florida
$265K -$2.67K -59 -1%
CW
113
Curio Wealth
Maryland
$260K
EAM
114
Evanson Asset Management
California
$259K +$181 +4 +0.1%
APG
115
Abacus Planning Group
South Carolina
$253K +$588 +13 +0.2%
MFG
116
Merit Financial Group
Georgia
$250K +$257K +5,676 New
NL
117
NWAM LLC
Washington
$240K +$3.03K +67 +1%
CA
118
Clune & Associates
Illinois
$204K -$68.6K -1,517 -25%
TM
119
Torren Management
California
$198K +$14.6K +323 +8%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$74.6K -$6.47K -143 -8%
RFP
121
Root Financial Partners
California
$61K +$62.8K +1,387 New
RG
122
RHL Group
Michigan
$59.6K +$39.4K +870 +179%
BTI
123
Blue Trust Inc
Georgia
$56.8K
MFC
124
Morris Financial Concepts
South Carolina
$37.6K -$181 -4 -0.5%
AFG
125
Albion Financial Group
Utah
$36.5K +$37.6K +830 New

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.