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Apella Capital’s Avantis Real Estate ETF AVRE Stock Holding History

Apella Capital’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 		$1.41M Buy
29,266
+1,077
+4% +$50.8K 0.02% 314
2026
Q1 		$1.35M Buy
28,189
+27
+0.1% +$1.22K 0.02% 318
2025
Q4 		$1.23M Buy
28,162
+525
+2% +$23.1K 0.02% 254
2025
Q3 		$1.23M Sell
27,637
-120
-0.4% -$5.33K 0.03% 227
2025
Q2 		$1.22M Sell
27,757
-309
-1% -$13.4K 0.03% 201
2025
Q1 		$1.14M Sell
28,066
-502
-2% -$21.5K 0.04% 178
2024
Q4 		$1.2M Buy
28,568
+366
+1% +$16.4K 0.05% 153
2024
Q3 		$1.31M Buy
28,202
+490
+2% +$22K 0.05% 132
2024
Q2 		$1.15M Sell
27,712
-87
-0.3% -$3.55K 0.05% 140
2024
Q1 		$1.17M Buy
27,799
+700
+3% +$29.2K 0.06% 134
2023
Q4 		$1.15M Buy
27,099
+18,532
+216% +$726K 0.06% 127
2023
Q3 		$322K Buy
8,567
+3,005
+54% +$122K 0.02% 206
2023
Q2 		$228K Buy
+5,562
New +$228K 0.02% 236

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Apella Capital's AVRE Position: Q2 2026 in Review

Apella Capital increased its Avantis Real Estate ETF (AVRE) stake by 3.8% in Q2 2026, buying an estimated $50.8K and bringing the position to 29,266 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #314.

Apella Capital first reported a position in AVRE in Q2 2023 and has held it in 13 quarters since. 29 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Apella Capital held 29,266 shares of Avantis Real Estate ETF worth $1.41M as of Q2 2026.
  • Apella Capital bought 1,077 Avantis Real Estate ETF shares in Q2 2026, an estimated $50.8K.
  • Avantis Real Estate ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #314 holding.
  • Apella Capital first reported a position in Avantis Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • 29 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.