Q3 2022 13F Holders as of 9/30/2022
-
Type / Class
-
Equity / REAL ESTATE ETF
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Number of holders
-
25
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Total 13F shares, excl. options
-
2.11M
-
Shares change
-
+314K
-
Total reported value, excl. options
-
$82.4M
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Value change
-
+$12.1M
-
Number of buys
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18
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Number of sells
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-8
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Price
-
$39.00
Significant Holders of AMERICAN CENTY ETF TR - REAL ESTATE ETF (AVRE) as of Q3 2022
28 filings reported holding AVRE - AMERICAN CENTY ETF TR - REAL ESTATE ETF as of Q3 2022.
AMERICAN CENTY ETF TR - REAL ESTATE ETF (AVRE) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.11M shares
.
Largest 10 shareholders include Quantum Financial Advisors, LLC (1.01M shares), Hill Investment Group Partners, LLC (414K shares), ShankerValleau Wealth Advisors, Inc. (114K shares), Waypoint Capital Advisors, LLC (102K shares), Chicago Partners Investment Group LLC (74.1K shares), Strategic Blueprint, LLC (70K shares), COLLECTIVE FAMILY OFFICE LLC (65K shares), CARDIFF PARK ADVISORS, LLC (46.6K shares), BALASA DINVERNO & FOLTZ LLC (38.6K shares), and CPWM, LLC (28.3K shares).
This table shows the top 25 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.