Who owns AVRE?
Avantis Real Estate ETF · Avantis
156 institutions reported holding AVRE, worth $684.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AVRE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Empowered Funds, LLC | Newtown Square, PA | $56.4M | 1,191,067 | −46,505 shares |
| Sequoia Financial Advisors, LLC | Akron, OH | $48.9M | 1,031,592 | +43,925 shares |
| American Century Companies Inc. | Kansas City, MO | $38.4M | 810,539 | +202,441 shares |
| Financial Plan, Inc. | Bellingham, WA | $37.8M | 797,049 | +84,724 shares |
| Nicolet Bankshares Inc. | Green Bay, WI | $29.5M | 619,231 | +21,648 shares |
| LPL Financial LLC | Fort Mill, SC | $27.4M | 578,807 | +277,508 shares |
| Quantum Financial Advisors, LLC | Santa Monica, CA | $21.6M | 455,253 | +31,011 shares |
| ShankerValleau Wealth Advisors, Inc. | Skokie, IL | $18.2M | 384,164 | +10,520 shares |
| Allegiance Financial Group Advisory Services LLC | Vienna, VA | $17.7M | 373,415 | +35,582 shares |
| Hill Investment Group Partners, LLC | St. Louis, MO | $17.3M | 365,402 | −24,001 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AVRE?
156 institutional managers reported holding AVRE in Form 13F filings for June 30, 2026, worth $684.8M in total. The largest reported position was held by Empowered Funds, LLC, at $56.4M.
Did institutions buy or sell AVRE last quarter?
Reported 13F value rose 16.7% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AVRE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.