AVRE · Insider trading · 13F holders · Congress trades
Avantis Real Estate ETF (AVRE)
Who is buying and selling AVRE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 56
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
AVRE at a glance
- No open-market insider purchases or sales of AVRE were filed in the last 90 days.
- 56 13F filers hold AVRE among their 50 largest positions, worth $379.8M combined. The biggest bets by portfolio weight are Sentinel Wealth Management, Inc. (4.8%), ShankerValleau Wealth Advisors, Inc. (4.7%) and Physician Wealth Solutions Inc. (4.7%). In their latest 13Fs, 1 manager opened a new position and 14 added to one.
- No member of Congress has disclosed a trade in AVRE.
AVRE insider trading
No open-market insider purchases or sales of AVRE were filed in the last 90 days.
Who owns AVRE? Hedge funds and superinvestors
56 13F filers hold AVRE among their 50 largest positions, worth $379.8M combined. The biggest bets by portfolio weight are Sentinel Wealth Management, Inc. (4.8%), ShankerValleau Wealth Advisors, Inc. (4.7%) and Physician Wealth Solutions Inc. (4.7%). In their latest 13Fs, 1 manager opened a new position and 14 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Financial Plan, Inc.Wealth manager | 3.6% | $37.8M | 797,049 | +11.9% shares | Q2 2026 |
| Nicolet Bankshares IncBank & trust | 0.9% | $29.5M | 619,231 | +3.6% shares | Q2 2026 |
| Quantum Financial Advisors, LLCInstitutional asset manager | 2.1% | $21.6M | 455,253 | +7.3% shares | Q2 2026 |
| Allegiance Financial Group Advisory Services LLCWealth manager | 3.1% | $17.7M | 373,415 | +10.5% shares | Q2 2026 |
| ShankerValleau Wealth Advisors, Inc.Wealth manager | 4.7% | $17.6M | 396,972 | +3.3% shares | Q3 2026 |
| Hill Investment Group Partners, LLCWealth manager | 1.8% | $17.3M | 365,402 | -6.2% shares | Q2 2026 |
| BetterWealth, LLCWealth manager | 2.7% | $15.7M | 354,130 | +1.9% shares | Q3 2026 |
| Prairiewood Capital, LLCWealth manager | 3.8% | $15.2M | 342,425 | +7.4% shares | Q3 2026 |
| Capstone Financial Advisors, Inc.Wealth manager | 0.7% | $14.8M | 311,435 | -1.6% shares | Q2 2026 |
| Seaside Wealth Management, Inc.Wealth manager | 3.4% | $13.7M | 289,183 | +5.8% shares | Q2 2026 |
| LexAurum Advisors, LLCWealth manager | 1.5% | $13.0M | 293,287 | +2.7% shares | Q3 2026 |
| Three Arch Wealth Management LLCWealth manager | 2.0% | $12.3M | 278,354 | +5.3% shares | Q3 2026 |
| Physician Wealth Solutions Inc.Wealth manager | 4.7% | $11.8M | 266,862 | -5.9% shares | Q3 2026 |
| Equita Financial Network, Inc.Wealth manager | 2.8% | $9.9M | 223,843 | +2.8% shares | Q3 2026 |
| WorthPointe, LLCWealth manager | 2.4% | $9.4M | 197,395 | +1.1% shares | Q2 2026 |
| Quarry Hill Advisors, LLCWealth manager | 3.2% | $8.2M | 173,097 | +8.7% shares | Q2 2026 |
| Level Financial AdvisorsWealth manager | 1.7% | $7.8M | 175,139 | +1.1% shares | Q3 2026 |
| Sentinel Wealth Management, Inc.Wealth manager | 4.8% | $6.8M | 144,001 | +6.3% shares | Q2 2026 |
| Leading Edge Financial Planning LLCWealth manager | 1.4% | $6.8M | 153,130 | -42.1% shares | Q3 2026 |
| Vestment Financial LLCWealth manager | 3.0% | $6.7M | 152,574 | +0.7% shares | Q3 2026 |
| Hill Island Financial LLCWealth manager | 1.3% | $6.4M | 143,522 | — | Q3 2026 |
| Lam Group, Inc.Wealth manager | 3.2% | $6.3M | 141,500 | +4.9% shares | Q3 2026 |
| Collective Family Office LLCWealth manager | 1.2% | $5.7M | 129,105 | +2.2% shares | Q3 2026 |
| HTG Investment Advisors, Inc.Wealth manager | 1.3% | $5.2M | 110,303 | +10.6% shares | Q2 2026 |
| Austin Wealth Management, LLCWealth manager | 1.1% | $5.2M | 106,113 | +2.1% shares | Q2 2026 |
| Valued Wealth Advisors LLCWealth manager | 1.7% | $4.6M | 97,930 | +4.0% shares | Q2 2026 |
| North Ridge Wealth Advisors, Inc.Wealth manager | 2.5% | $4.5M | 102,837 | -2.1% shares | Q1 2026 |
| Networth Advisors, LLCWealth manager | 2.2% | $3.7M | 79,140 | +15.4% shares | Q2 2026 |
| Burk Holdings LLCWealth manager | 1.2% | $3.3M | 69,350 | +0.3% shares | Q2 2026 |
| Sprinkle Financial Consultants LLCWealth manager | 1.3% | $3.3M | 73,868 | +19.0% shares | Q3 2026 |
The 30 largest of 56 positions, by value. Each manager counts with its latest 13F (Q3 2026: 25, Q2 2026: 30, Q1 2026: 1). Screen AVRE in the grand portfolio →
AVRE stock trades by members of Congress
No member of Congress has disclosed a trade in AVRE.
AVRE questions and answers
Are insiders buying AVRE stock?
No open-market insider purchases or sales of AVRE were filed in the last 90 days.
Which hedge funds own AVRE?
56 13F filers hold AVRE among their 50 largest positions, worth $379.8M combined. The biggest bets by portfolio weight are Sentinel Wealth Management, Inc. (4.8%), ShankerValleau Wealth Advisors, Inc. (4.7%) and Physician Wealth Solutions Inc. (4.7%). In their latest 13Fs, 1 manager opened a new position and 14 added to one.
Has Congress traded AVRE?
No member of Congress has disclosed a trade in AVRE.
Who is the largest holder of AVRE?
Among 13F filers, Financial Plan, Inc. reports the largest AVRE position, $37.8M (797,049 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Sentinel Wealth Management, Inc.'s: 4.8% of its portfolio.
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