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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
FPI
1
Financial Plan Inc
Washington
$26.2M +$26.5M +600,852 New
American Century Companies
2
American Century Companies
Missouri
$20.5M +$4.3M +97,546 +26%
HIGP
3
Hill Investment Group Partners
Missouri
$19.3M -$13.2M -299,042 -40%
QFA
4
Quantum Financial Advisors
California
$17.8M +$1.08M +24,568 +6%
NAS
5
Nicolet Advisory Services
Wisconsin
$17.1M -$3.96M -89,828 -19%
SWA
6
ShankerValleau Wealth Advisors
Illinois
$16.7M +$1.14M +25,782 +7%
SFA
7
Sequoia Financial Advisors
Ohio
$16M +$5.7M +129,258 +54%
Corient Private Wealth
8
Corient Private Wealth
Florida
$14.8M +$7.85M +178,209 +110%
B
9
BetterWealth
California
$14.4M +$654K +14,839 +5%
CFA
10
Capstone Financial Advisors
Illinois
$13.8M +$577K +13,086 +4%
AFGAS
11
Allegiance Financial Group Advisory Services
Virginia
$13.5M +$1.09M +24,714 +9%
PWS
12
Physician Wealth Solutions
Nevada
$12.7M -$184K -4,179 -1%
PC
13
Prairiewood Capital
North Dakota
$12.4M +$1.27M +28,907 +11%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$12.2M -$2.32M -52,596 -16%
SWM
15
Seaside Wealth Management
California
$11.6M +$1.27M +28,877 +12%
LPL Financial
16
LPL Financial
California
$11.2M +$1.76M +39,895 +18%
TAWM
17
Three Arch Wealth Management
California
$10.2M +$10.3M +233,487 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$10M +$889K +20,173 +10%
W
19
WorthPointe
California
$9.94M -$264K -5,996 -3%
EFN
20
Equita Financial Network
Pennsylvania
$9.08M +$895K +20,318 +11%
LEFP
21
Leading Edge Financial Planning
Tennessee
$8.44M +$1.87M +42,453 +28%
NB
22
Nicolet Bankshares
Wisconsin
$8.28M +$245K +5,552 +3%
LFA
23
Level Financial Advisors
New York
$7.54M +$403K +9,143 +6%
VF
24
Vestment Financial
Minnesota
$6.71M +$619K +14,057 +10%
QHA
25
Quarry Hill Advisors
Minnesota
$6.29M +$648K +14,714 +11%

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.