Avantis Real Estate ETF
AVRE
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.
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: 144 → 147 (+3)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$56M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$28.1M |
| 3 |
NB
Nicolet Bankshares
Green Bay,
Wisconsin
|
+$18.4M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$6.24M |
| 5 |
FPI
Financial Plan Inc
Bellingham,
Washington
|
+$5.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$7.68M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.78M |
| 3 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$2.69M |
| 4 |
HIGP
Hill Investment Group Partners
St. Louis,
Missouri
|
-$2.4M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
151
SOL Capital Management
Rockville,
Maryland
| – | -$1.59M | -36,647 | Closed |
|
152
Jane Street
New York
| – | -$1.02M | -23,338 | Closed |
|
|
IIM
153
Invariant Investment Management
Camp Hill,
Pennsylvania
| – | -$329K | -7,472 | Closed |
|
|
MPW
154
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| – | -$286K | -6,571 | Closed |
|
|
WUW
155
Wheels Up Wealth
Benicia,
California
| – | -$215K | -4,937 | Closed |
|
|
OSAM
156
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$21.4K | -491 | Closed |
|
157
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$16K | -362 | Closed |
|
|
ACA
158
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$2.09K | -48 | 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.