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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
IIM
101
Invariant Investment Management
Pennsylvania
$329K +$329K +7,472 New
FWM
102
FMB Wealth Management
California
$314K +$61.8K +1,402 +24%
MPW
103
Magnolia Private Wealth
Pennsylvania
$286K -$193K -4,381 -40%
AFC
104
Ares Financial Consulting
California
$278K +$281K +6,385 New
APP
105
Avantax Planning Partners
Iowa
$271K +$45.7K +1,038 +20%
KAS
106
Kestra Advisory Services
Texas
$270K +$274K +6,209 New
CA
107
Clune & Associates
Illinois
$268K +$6.43K +146 +2%
GTWM
108
Global Trust Wealth Management
Florida
$265K +$268K +6,080 New
JTWM
109
Jackson Thornton Wealth Management
Alabama
$262K
CW
110
Curio Wealth
Maryland
$258K +$15.6K +353 +6%
EAM
111
Evanson Asset Management
California
$256K +$2.2K +50 +0.9%
APG
112
Abacus Planning Group
South Carolina
$249K +$3K +68 +1%
NL
113
NWAM LLC
Washington
$234K +$16.8K +382 +8%
WUW
114
Wheels Up Wealth
California
$215K +$218K +4,937 New
TM
115
Torren Management
California
$182K +$184K +4,186 New
LAS
116
Lloyd Advisory Services
Georgia
$91K +$92.1K +2,091 New
FFA
117
Farther Finance Advisors
California
$87.6K +$78.3K +1,776 +749%
Jones Financial Companies
118
Jones Financial Companies
Missouri
$81.5K +$1.28K +29 +2%
JP Morgan Chase
119
JP Morgan Chase
New York
$59.5K +$39.4K +895 +190%
BTI
120
Blue Trust Inc
Georgia
$56.2K
Morgan Stanley
121
Morgan Stanley
New York
$54.8K +$26.5K +602 +92%
MFC
122
Morris Financial Concepts
South Carolina
$37.4K
CCMI
123
Creative Capital Management Investments
California
$24.6K
CTWM
124
Cherry Tree Wealth Management
Minnesota
$22.9K
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$21.4K +$21.6K +491 New

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.