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Blue Trust Inc’s Avantis Real Estate ETF AVRE Stock Holding History

Blue Trust Inc’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 		– Sell
-1,291
Closed -$56.8K – 2461
2026
Q1 		$56.8K Hold
1,291
– – ﹤0.01% 1266
2025
Q4 		$56.2K Hold
1,291
– – ﹤0.01% 1319
2025
Q3 		$57.4K Hold
1,291
– – ﹤0.01% 1345
2025
Q2 		$57K Hold
1,291
– – ﹤0.01% 1357
2025
Q1 		$55.5K Hold
1,291
– – ﹤0.01% 1297
2024
Q4 		$54.1K Hold
1,291
– – ﹤0.01% 1271
2024
Q3 		$53.2K Hold
1,291
– – ﹤0.01% 1537
2024
Q2 		$54.6K Hold
1,291
– – ﹤0.01% 1217
2024
Q1 		$54.6K Hold
1,291
– – ﹤0.01% 886
2023
Q4 		$49K Hold
1,291
– – ﹤0.01% 944
2023
Q3 		$53K Hold
1,291
– – ﹤0.01% 826
2023
Q2 		$54K Buy
+1,291
New +$53K ﹤0.01% 672

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

Blue Trust Inc's AVRE Position: Q2 2026 in Review

Blue Trust Inc sold out of Avantis Real Estate ETF (AVRE) in Q2 2026, closing a stake of 1,291 shares — an estimated $56.8K sold.

Blue Trust Inc first reported a position in AVRE in Q2 2023 and held it in 12 quarters. The position peaked at $57.4K in Q3 2025. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Blue Trust Inc reported no remaining Avantis Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 1,291 Avantis Real Estate ETF shares in Q2 2026, an estimated $56.8K.
  • Blue Trust Inc first reported a position in Avantis Real Estate ETF in Q2 2023 and held it in 12 quarters.
  • Blue Trust Inc's Avantis Real Estate ETF position peaked at $57.4K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.