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

Aprio 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 		$2.77M Sell
58,561
-1,969
-3% -$92.9K 0.14% 118
2026
Q1 		$2.66M Sell
60,530
-727
-1% -$32.9K 0.15% 99
2025
Q4 		$2.67M Sell
61,257
-263
-0.4% -$11.6K 0.15% 99
2025
Q3 		$2.74M Buy
61,520
+563
+0.9% +$25K 0.27% 62
2025
Q2 		$2.69M Sell
60,957
-9,388
-13% -$406K 0.3% 58
2025
Q1 		$3.03M Sell
70,345
-6,409
-8% -$275K 0.38% 46
2024
Q4 		$3.22M Sell
76,754
-9,970
-11% -$446K 0.47% 38
2024
Q3 		$4.09M Sell
86,724
-429,495
-83% -$19.3M 0.65% 29
2024
Q2 		$21.3M Buy
516,219
+271,922
+111% +$11.1M 3.88% 5
2024
Q1 		$10.3M Buy
244,297
+44,367
+22% +$1.85M 2.02% 10
2023
Q4 		$8.66M Buy
199,930
+5,647
+3% +$221K 1.93% 11
2023
Q3 		$7.3M Sell
194,283
-23,389
-11% -$949K 2.01% 14
2023
Q2 		$8.91M Buy
+217,672
New +$8.93M 2.44% 12

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

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

Aprio Wealth Management reduced its Avantis Real Estate ETF (AVRE) stake by 3.3% in Q2 2026, selling an estimated $92.9K and leaving 58,561 shares worth $2.77M. The position accounts for 0.14% of the portfolio, ranked #118.

Aprio Wealth Management first reported a position in AVRE in Q2 2023 and has held it in 13 quarters since. The position peaked at $21.3M in Q2 2024. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Aprio Wealth Management held 58,561 shares of Avantis Real Estate ETF worth $2.77M as of Q2 2026.
  • Aprio Wealth Management sold 1,969 Avantis Real Estate ETF shares in Q2 2026, an estimated $92.9K.
  • Avantis Real Estate ETF made up 0.14% of Aprio Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Aprio Wealth Management first reported a position in Avantis Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • Aprio Wealth Management's Avantis Real Estate ETF position peaked at $21.3M in Q2 2024.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.