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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
RG
126
RHL Group
Michigan
$21.1K +$21.4K +485 New
PCG
127
PFC Capital Group
California
$21K
Wells Fargo
128
Wells Fargo
California
$19.6K +$7.89K +179 +66%
SIC
129
SJS Investment Consulting
Ohio
$18.8K
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$16K +$16K +362 New
KFG
131
Kingdom Financial Group
Arizona
$13.9K +$14.1K +319 New
EWM
132
Evolution Wealth Management
Florida
$12.1K +$9.96K +226 +435%
RFG
133
REAP Financial Group
Texas
$9.05K
DWM
134
Dogwood Wealth Management
Kansas
$6.14K
HIA
135
HFM Investment Advisors
New Jersey
$2.87K -$132 -3 -4%
ACA
136
Aptus Capital Advisors
Alabama
$2.09K -$6.17K -140 -74%
LFG
137
Larson Financial Group
Missouri
$1.97K -$176 -4 -8%
SWP
138
Strategic Wealth Partners
Ohio
$1.35K -$85.6K -1,942 -98%
NEWAS
139
N.E.W. Advisory Services
Wisconsin
$1K
HBW
140
Hazlett, Burt & Watson
West Virginia
$1K +$44 +1 +6%
HI
141
Harbour Investments
Wisconsin
$958
GRP
142
Global Retirement Partners
California
$696
SRCM
143
Signature Resources Capital Management
California
$261
S
144
SignatureFD
Georgia
$43 +$44 +1 New
AF
145
Allworth Financial
California
$21
WRPWM
146
Werba Rubin Papier Wealth Management
California
-$1.05M -23,685 Closed
CPWM
147
Cypress Point Wealth Management
Texas
-$233K -5,240 Closed
TIM
148
Tortoise Investment Management
New York
-$215K -4,825 Closed
WHCI
149
W.H. Cornerstone Investments
Massachusetts
-$201K -4,518 Closed
UBS Group
150
UBS Group
Switzerland
-$46.2K -1,039 Closed

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.