Abacus Planning Group
AVRE icon

Abacus Planning Group’s Avantis Real Estate ETF AVRE Stock Holding History

Abacus Planning Group’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269K Sell
5,670
-70
-1% -$3.3K 0.03% 218
2026
Q1 		$253K Buy
5,740
+13
+0.2% +$588 0.03% 223
2025
Q4 		$249K Buy
5,727
+68
+1% +$3K 0.03% 222
2025
Q3 		$252K Buy
5,659
+28
+0.5% +$1.24K 0.03% 213
2025
Q2 		$249K Buy
5,631
+15
+0.3% +$649 0.04% 204
2025
Q1 		$242K Buy
5,616
+10
+0.2% +$428 0.04% 185
2024
Q4 		$235K Buy
5,606
+70
+1% +$3.13K 0.04% 189
2024
Q3 		$261K Sell
5,536
-1,807
-25% -$81.1K 0.05% 178
2024
Q2 		$303K Sell
7,343
-266
-3% -$10.8K 0.06% 159
2024
Q1 		$322K Buy
7,609
+289
+4% +$12.1K 0.06% 140
2023
Q4 		$317K Buy
7,320
+10
+0.1% +$392 0.07% 141
2023
Q3 		$275K Buy
7,310
+8
+0.1% +$324 0.07% 145
2023
Q2 		$299K Buy
7,302
+1,138
+18% +$46.7K 0.07% 140
2023
Q1 		$256K Buy
6,164
+121
+2% +$5.15K 0.07% 150
2022
Q4 		$248K Buy
+6,043
New +$245K 0.07% 146
2022
Q2 		– Sell
-5,578
Closed -$293K – 198
2022
Q1 		$293K Buy
+5,578
New +$286K 0.08% 158

Other funds holding AVRE

Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Financial Plan Inc
Financial Plan Inc Bellingham, Washington $1.05B AUM
Nicolet Bankshares
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
Hill Investment Group Partners
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Abacus Planning Group's AVRE Position: Q2 2026 in Review

Abacus Planning Group reduced its Avantis Real Estate ETF (AVRE) stake by 1.2% in Q2 2026, selling an estimated $3.3K and leaving 5,670 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #218.

Abacus Planning Group first reported a position in AVRE in Q1 2022 and has held it in 16 quarters since. The position peaked at $322K in Q1 2024. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Abacus Planning Group held 5,670 shares of Avantis Real Estate ETF worth $269K as of Q2 2026.
  • Abacus Planning Group sold 70 Avantis Real Estate ETF shares in Q2 2026, an estimated $3.3K.
  • Avantis Real Estate ETF made up 0.03% of Abacus Planning Group's portfolio in Q2 2026, its #218 holding.
  • Abacus Planning Group first reported a position in Avantis Real Estate ETF in Q1 2022 and has held it in 16 quarters since.
  • Abacus Planning Group's Avantis Real Estate ETF position peaked at $322K in Q1 2024.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.