Capstone Financial Advisors
AVRE icon

Capstone Financial Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Capstone Financial 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 		$14.8M Sell
311,435
-5,070
-2% -$239K 0.72% 19
2026
Q1 		$13.9M Sell
316,505
-902
-0.3% -$40.8K 0.75% 19
2025
Q4 		$13.8M Buy
317,407
+13,086
+4% +$577K 0.74% 18
2025
Q3 		$13.5M Sell
304,321
-1,224
-0.4% -$54.4K 0.73% 19
2025
Q2 		$13.5M Buy
305,545
+25,300
+9% +$1.09M 0.78% 18
2025
Q1 		$12.1M Sell
280,245
-62,386
-18% -$2.67M 0.76% 18
2024
Q4 		$14.4M Buy
342,631
+78,063
+30% +$3.49M 0.89% 17
2024
Q3 		$12.5M Sell
264,568
-30,625
-10% -$1.37M 0.77% 17
2024
Q2 		$12.2M Buy
295,193
+260,123
+742% +$10.6M 0.8% 17
2024
Q1 		$1.48M Buy
35,070
+2,241
+7% +$93.6K 0.1% 43
2023
Q4 		$1.42M Buy
+32,829
New +$1.29M 0.1% 39

Other funds holding AVRE

Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 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 $1.04B AUM 16.08% 1-Year Est. Return
ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return
Hill Investment Group Partners
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Capstone Financial Advisors's AVRE Position: Q2 2026 in Review

Capstone Financial Advisors reduced its Avantis Real Estate ETF (AVRE) stake by 1.6% in Q2 2026, selling an estimated $239K and leaving 311,435 shares worth $14.8M. The position accounts for 0.72% of the portfolio, ranked #19.

Capstone Financial Advisors first reported a position in AVRE in Q4 2023 and has held it in 11 quarters since. 156 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Capstone Financial Advisors held 311,435 shares of Avantis Real Estate ETF worth $14.8M as of Q2 2026.
  • Capstone Financial Advisors sold 5,070 Avantis Real Estate ETF shares in Q2 2026, an estimated $239K.
  • Avantis Real Estate ETF made up 0.72% of Capstone Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Capstone Financial Advisors first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 156 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.