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
CCMI
126
Creative Capital Management Investments
California
$24.9K
CTWM
127
Cherry Tree Wealth Management
Minnesota
$23.2K
PCG
128
PFC Capital Group
California
$22K
UBS Group
129
UBS Group
Switzerland
$21.8K +$22.4K +495 New
SIC
130
SJS Investment Consulting
Ohio
$19K
LAS
131
Lloyd Advisory Services
Georgia
$14.1K -$80.1K -1,771 -85%
KFG
132
Kingdom Financial Group
Arizona
$14.1K +$45 +1 +0.3%
SIM
133
Synergy Investment Management
Florida
$12.8K +$13.1K +290 New
EWM
134
Evolution Wealth Management
Florida
$12.2K
HI
135
Harbour Investments
Wisconsin
$11K +$10.4K +229 +1,041%
Morgan Stanley
136
Morgan Stanley
New York
$10.7K -$45.9K -1,014 -81%
Wells Fargo
137
Wells Fargo
California
$9.49K -$10.6K -235 -52%
RFG
138
REAP Financial Group
Texas
$9.16K
DWM
139
Dogwood Wealth Management
Kansas
$5.46K -$769 -17 -12%
LWMI
140
Legacy Wealth Management (Idaho)
Idaho
$5.37K +$5.52K +122 New
HIA
141
HFM Investment Advisors
New Jersey
$1.72K -$1.22K -27 -41%
SWP
142
Strategic Wealth Partners
Ohio
$1.5K +$136 +3 +10%
NEWAS
143
N.E.W. Advisory Services
Wisconsin
$1.01K
HBW
144
Hazlett, Burt & Watson
West Virginia
$1K -$181 -4 -24%
SRCM
145
Signature Resources Capital Management
California
$264
LFG
146
Larson Financial Group
Missouri
$143 -$1.9K -42 -93%
S
147
SignatureFD
Georgia
$44
AF
148
Allworth Financial
California
$21
Citadel Advisors
149
Citadel Advisors
Florida
-$4.78M -109,769 Closed
AWM
150
Axxcess Wealth Management
California
-$2.69M -61,803 Closed

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.