BDWCC
AVRE icon

B&D White Capital Company’s Avantis Real Estate ETF AVRE Stock Holding History

B&D White Capital Company’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 		$1.14M Sell
24,079
-16,252
-40% -$767K 0.11% 68
2026
Q1 		$1.78M Buy
40,331
+5,214
+15% +$236K 0.22% 47
2025
Q4 		$1.53M Buy
35,117
+18,543
+112% +$817K 0.18% 52
2025
Q3 		$737K Buy
16,574
+5,893
+55% +$262K 0.09% 59
2025
Q2 		$472K Buy
+10,681
New +$462K 0.07% 65

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

B&D White Capital Company's AVRE Position: Q2 2026 in Review

B&D White Capital Company reduced its Avantis Real Estate ETF (AVRE) stake by 40% in Q2 2026, selling an estimated $767K and leaving 24,079 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #68.

B&D White Capital Company first reported a position in AVRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.78M in Q1 2026. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • B&D White Capital Company held 24,079 shares of Avantis Real Estate ETF worth $1.14M as of Q2 2026.
  • B&D White Capital Company sold 16,252 Avantis Real Estate ETF shares in Q2 2026, an estimated $767K.
  • Avantis Real Estate ETF made up 0.11% of B&D White Capital Company's portfolio in Q2 2026, its #68 holding.
  • B&D White Capital Company first reported a position in Avantis Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • B&D White Capital Company's Avantis Real Estate ETF position peaked at $1.78M in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.