Arcadia Wealth Management (New York)’s Avantis Real Estate ETF AVRE Stock Holding History

Arcadia Wealth Management (New York)’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	$2.91M	Sell	61,378 -2,410	-4%	-$114K	1.39%	19
2026 Q1	$2.81M	Buy	63,788 +3,706	+6%	+$168K	1.52%	18
2025 Q4	$2.62M	Buy	60,082 +5,555	+10%	+$245K	1.5%	16
2025 Q3	$2.43M	Buy	54,527 +2,100	+4%	+$93.3K	1.47%	16
2025 Q2	$2.32M	Buy	52,427 +1,655	+3%	+$71.6K	1.58%	16
2025 Q1	$2.18M	Buy	50,772 +2,048	+4%	+$87.8K	1.7%	13
2024 Q4	$2.04M	Buy	+48,724	New	+$2.18M	1.74%	13

Other funds holding AVRE

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $1.05B AUM

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

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

Arcadia Wealth Management (New York)'s AVRE Position: Q2 2026 in Review

Arcadia Wealth Management (New York) reduced its Avantis Real Estate ETF (AVRE) stake by 3.8% in Q2 2026, selling an estimated $114K and leaving 61,378 shares worth $2.91M. The position accounts for 1.39% of the portfolio, ranked #19.

Arcadia Wealth Management (New York) 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.

Arcadia Wealth Management (New York) held 61,378 shares of Avantis Real Estate ETF worth $2.91M as of Q2 2026.
Arcadia Wealth Management (New York) sold 2,410 Avantis Real Estate ETF shares in Q2 2026, an estimated $114K.
Avantis Real Estate ETF made up 1.39% of Arcadia Wealth Management (New York)'s portfolio in Q2 2026, its #19 holding.
Arcadia Wealth Management (New York) 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 Arcadia Wealth Management (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.