AFC
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Ares Financial Consulting’s Avantis Real Estate ETF AVRE Stock Holding History

Ares Financial Consulting’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 		$286K Buy
6,046
+24
+0.4% +$1.13K 0.21% 67
2026
Q1 		$267K Sell
6,022
-363
-6% -$16.4K 0.21% 66
2025
Q4 		$278K Buy
+6,385
New +$281K 0.26% 62

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
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
SWM
Seaside Wealth Management Carlsbad, California $405M AUM 21.43% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ares Financial Consulting's AVRE Position: Q2 2026 in Review

Ares Financial Consulting increased its Avantis Real Estate ETF (AVRE) stake by 0.4% in Q2 2026, buying an estimated $1.13K and bringing the position to 6,046 shares worth $286K. The position accounts for 0.21% of the portfolio, ranked #67.

Ares Financial Consulting first reported a position in AVRE in Q4 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Ares Financial Consulting held 6,046 shares of Avantis Real Estate ETF worth $286K as of Q2 2026.
  • Ares Financial Consulting bought 24 Avantis Real Estate ETF shares in Q2 2026, an estimated $1.13K.
  • Avantis Real Estate ETF made up 0.21% of Ares Financial Consulting's portfolio in Q2 2026, its #67 holding.
  • Ares Financial Consulting first reported a position in Avantis Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.