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Avantax Planning Partners’s Avantis Real Estate ETF AVRE Stock Holding History

Avantax Planning Partners’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 		$286K Buy
6,499
+264
+4% +$11.9K 0.01% 358
2025
Q4 		$271K Buy
6,235
+1,038
+20% +$45.7K 0.01% 365
2025
Q3 		$231K Sell
5,197
-341
-6% -$15.1K 0.01% 394
2025
Q2 		$245K Buy
+5,538
New +$240K 0.01% 396

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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 $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 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 $906M AUM 20.13% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Avantax Planning Partners's AVRE Position: Q1 2026 in Review

Avantax Planning Partners increased its Avantis Real Estate ETF (AVRE) stake by 4.2% in Q1 2026, buying an estimated $11.9K and bringing the position to 6,499 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #358.

Avantax Planning Partners first reported a position in AVRE in Q2 2025 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Avantax Planning Partners held 6,499 shares of Avantis Real Estate ETF worth $286K as of Q1 2026.
  • Avantax Planning Partners bought 264 Avantis Real Estate ETF shares in Q1 2026, an estimated $11.9K.
  • Avantis Real Estate ETF made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #358 holding.
  • Avantax Planning Partners first reported a position in Avantis Real Estate ETF in Q2 2025 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.