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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
FWM
101
FMB Wealth Management
California
$258K
APG
102
Abacus Planning Group
South Carolina
$252K +$1.24K +28 +0.5%
CW
103
Curio Wealth
Maryland
$247K +$9.95K +224 +4%
CPWM
104
Cypress Point Wealth Management
Texas
$233K -$94.5K -2,128 -29%
APP
105
Avantax Planning Partners
Iowa
$231K -$15.1K -341 -6%
NL
106
NWAM LLC
Washington
$223K +$4.44K +100 +2%
TIM
107
Tortoise Investment Management
New York
$215K +$40K +900 +23%
WHCI
108
W.H. Cornerstone Investments
Massachusetts
$201K +$201K +4,518 New
SWP
109
Strategic Wealth Partners
Ohio
$87.8K +$87.6K +1,973 New
Jones Financial Companies
110
Jones Financial Companies
Missouri
$81.5K +$1.47K +33 +2%
BTI
111
Blue Trust Inc
Georgia
$57.4K
UBS Group
112
UBS Group
Switzerland
$46.2K
MFC
113
Morris Financial Concepts
South Carolina
$38.2K +$400 +9 +1%
Morgan Stanley
114
Morgan Stanley
New York
$29.2K +$23K +518 +375%
CCMI
115
Creative Capital Management Investments
California
$25.1K
CTWM
116
Cherry Tree Wealth Management
Minnesota
$23.4K +$444 +10 +2%
PCG
117
PFC Capital Group
California
$22K
Bank of America
118
Bank of America
North Carolina
$21.4K +$21.3K +480 New
JP Morgan Chase
119
JP Morgan Chase
New York
$20.9K -$107K -2,399 -84%
SIC
120
SJS Investment Consulting
Ohio
$19.2K
Wells Fargo
121
Wells Fargo
California
$12.1K +$2.49K +56 +26%
FFA
122
Farther Finance Advisors
California
$10.5K
RFG
123
REAP Financial Group
Texas
$9.25K +$2.35K +53 +34%
ACA
124
Aptus Capital Advisors
Alabama
$8.36K +$133 +3 +2%
DWM
125
Dogwood Wealth Management
Kansas
$6.27K

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.