We are live on ! Find out more
AVRE icon

Avantis Real Estate ETF
AVRE

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: 11 → 12 (+1)

8% more funds holding

Funds holding: 133 → 144 (+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
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$7.85M
2
SFA
Sequoia Financial Advisors
Ohio
+$5.7M
3
American Century Companies
American Century Companies
Missouri
+$4.3M
4
LEFP
Leading Edge Financial Planning
Tennessee
+$1.87M
5
LPL Financial
LPL Financial
California
+$1.76M

Top Sellers

1
FPAS
Focus Partners Advisor Solutions
Missouri
-$26.3M
2
HIGP
Hill Investment Group Partners
Missouri
-$13.2M
3
NAS
Nicolet Advisory Services
Wisconsin
-$3.96M
4
Jane Street
Jane Street
New York
-$2.42M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
151
Bank of America
North Carolina
– -$21.4K -480 Closed
3 4 5 6
7

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.