Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / REAL ESTATE ETF
-
Number of holders
-
49
-
Total 13F shares, excl. options
-
4.07M
-
Shares change
-
+1.43M
-
Total reported value, excl. options
-
$168M
-
Value change
-
+$59M
-
Number of buys
-
34
-
Number of sells
-
-7
-
Price
-
$41.12
Significant Holders of AMERICAN CENTY ETF TR - REAL ESTATE ETF (AVRE) as of Q4 2022
53 filings reported holding AVRE - AMERICAN CENTY ETF TR - REAL ESTATE ETF as of Q4 2022.
AMERICAN CENTY ETF TR - REAL ESTATE ETF (AVRE) has 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.07M shares
.
Largest 10 shareholders include Quantum Financial Advisors, LLC (1.16M shares), Hill Investment Group Partners, LLC (440K shares), BetterWealth, LLC (250K shares), JANE STREET GROUP, LLC (219K shares), Merriman Wealth Management, LLC (207K shares), Pacific Life Fund Advisors LLC (162K shares), Larson Financial Group LLC (147K shares), CI Private Wealth, LLC (130K shares), Waypoint Capital Advisors, LLC (126K shares), and ShankerValleau Wealth Advisors, Inc. (122K shares).
This table shows the top 49 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.