AWM
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AE Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

AE Wealth Management’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 		$2.66M Buy
56,224
+11,924
+27% +$563K 0.01% 582
2026
Q1 		$1.95M Buy
44,300
+4,181
+10% +$189K 0.01% 654
2025
Q4 		$1.75M Buy
40,119
+11,663
+41% +$514K 0.01% 644
2025
Q3 		$1.27M Buy
28,456
+8,006
+39% +$356K 0.01% 692
2025
Q2 		$903K Buy
20,450
+9,836
+93% +$426K 0.01% 754
2025
Q1 		$457K Buy
10,614
+5,686
+115% +$244K ﹤0.01% 946
2024
Q4 		$207K Buy
+4,928
New +$220K ﹤0.01% 1262

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
SFA
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
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
NB
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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

AE Wealth Management's AVRE Position: Q2 2026 in Review

AE Wealth Management increased its Avantis Real Estate ETF (AVRE) stake by 27% in Q2 2026, buying an estimated $563K and bringing the position to 56,224 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #582.

AE Wealth Management first reported a position in AVRE in Q4 2024 and has held it in 7 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • AE Wealth Management held 56,224 shares of Avantis Real Estate ETF worth $2.66M as of Q2 2026.
  • AE Wealth Management bought 11,924 Avantis Real Estate ETF shares in Q2 2026, an estimated $563K.
  • Avantis Real Estate ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #582 holding.
  • AE Wealth Management first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.