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Aptus Capital Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Aptus Capital Advisors’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
Q1 		– Sell
-48
Closed -$2.09K – 1682
2025
Q4 		$2.09K Sell
48
-140
-74% -$6.17K ﹤0.01% 1612
2025
Q3 		$8.36K Buy
188
+3
+2% +$133 ﹤0.01% 1444
2025
Q2 		$8.17K Buy
185
+2
+1% +$87 ﹤0.01% 1379
2025
Q1 		$7.89K Sell
183
-530
-74% -$22.7K ﹤0.01% 1303
2024
Q4 		$29.9K Sell
713
-3,094
-81% -$138K ﹤0.01% 1162
2024
Q3 		$179K Buy
+3,807
New +$171K ﹤0.01% 775

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
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

Aptus Capital Advisors's AVRE Position: Q1 2026 in Review

Aptus Capital Advisors sold out of Avantis Real Estate ETF (AVRE) in Q1 2026, closing a stake of 48 shares — an estimated $2.09K sold.

Aptus Capital Advisors first reported a position in AVRE in Q3 2024 and held it in 6 quarters. The position peaked at $179K in Q3 2024. 148 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Aptus Capital Advisors reported no remaining Avantis Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 48 Avantis Real Estate ETF shares in Q1 2026, an estimated $2.09K.
  • Aptus Capital Advisors first reported a position in Avantis Real Estate ETF in Q3 2024 and held it in 6 quarters.
  • Aptus Capital Advisors's Avantis Real Estate ETF position peaked at $179K in Q3 2024.
  • 148 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.