Beacon Pointe Advisors
AVRE icon

Beacon Pointe Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Beacon Pointe 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
Q2 		$1.99M Sell
42,019
-581
-1% -$27.4K 0.01% 767
2026
Q1 		$1.88M Sell
42,600
-2,988
-7% -$135K 0.01% 754
2025
Q4 		$1.98M Sell
45,588
-534
-1% -$23.5K 0.01% 609
2025
Q3 		$2.05M Buy
+46,122
New +$2.05M 0.02% 543

Other funds holding AVRE

Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Sequoia Financial Advisors
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
Financial Plan Inc
Financial Plan Inc Bellingham, Washington $1.05B AUM
Nicolet Bankshares
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
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 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

Beacon Pointe Advisors's AVRE Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Avantis Real Estate ETF (AVRE) stake by 1.4% in Q2 2026, selling an estimated $27.4K and leaving 42,019 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #767.

Beacon Pointe Advisors first reported a position in AVRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.05M in Q3 2025. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Beacon Pointe Advisors held 42,019 shares of Avantis Real Estate ETF worth $1.99M as of Q2 2026.
  • Beacon Pointe Advisors sold 581 Avantis Real Estate ETF shares in Q2 2026, an estimated $27.4K.
  • Avantis Real Estate ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #767 holding.
  • Beacon Pointe Advisors first reported a position in Avantis Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • Beacon Pointe Advisors's Avantis Real Estate ETF position peaked at $2.05M in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.