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Andrews Lucia Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Andrews Lucia 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 		$438K Sell
9,250
-76
-0.8% -$3.59K 0.23% 31
2026
Q1 		$411K Buy
+9,326
New +$422K 0.25% 28

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

Andrews Lucia Wealth Management's AVRE Position: Q2 2026 in Review

Andrews Lucia Wealth Management reduced its Avantis Real Estate ETF (AVRE) stake by 0.81% in Q2 2026, selling an estimated $3.59K and leaving 9,250 shares worth $438K. The position accounts for 0.23% of the portfolio, ranked #31.

Andrews Lucia Wealth Management first reported a position in AVRE in Q1 2026 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Andrews Lucia Wealth Management held 9,250 shares of Avantis Real Estate ETF worth $438K as of Q2 2026.
  • Andrews Lucia Wealth Management sold 76 Avantis Real Estate ETF shares in Q2 2026, an estimated $3.59K.
  • Avantis Real Estate ETF made up 0.23% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Andrews Lucia Wealth Management first reported a position in Avantis Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.