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Chicago Partners Investment Group’s Avantis Real Estate ETF AVRE Stock Holding History

Chicago Partners Investment Group’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 		$5.02M Buy
103,431
+2,420
+2% +$114K 0.1% 176
2026
Q1 		$4.74M Buy
101,011
+6,623
+7% +$300K 0.11% 166
2025
Q4 		$4.19M Sell
94,388
-711
-0.7% -$31.3K 0.1% 176
2025
Q3 		$4.25M Buy
95,099
+1,084
+1% +$48.2K 0.11% 173
2025
Q2 		$4.24M Sell
94,015
-95
-0.1% -$4.11K 0.12% 159
2025
Q1 		$4.12M Buy
94,110
+450
+0.5% +$19.3K 0.14% 145
2024
Q4 		$3.88M Buy
93,660
+6,297
+7% +$282K 0.13% 146
2024
Q3 		$4.02M Sell
87,363
-906
-1% -$40.7K 0.14% 129
2024
Q2 		$3.86M Buy
88,269
+2,020
+2% +$82.4K 0.15% 131
2024
Q1 		$3.43M Buy
86,249
+3,106
+4% +$130K 0.15% 133
2023
Q4 		$3.43M Buy
83,143
+2,855
+4% +$112K 0.16% 126
2023
Q3 		$2.88M Buy
80,288
+4,159
+5% +$169K 0.16% 130
2023
Q2 		$3.15M Buy
76,129
+675
+0.9% +$27.7K 0.16% 129
2023
Q1 		$3.13M Buy
75,454
+5,042
+7% +$215K 0.18% 116
2022
Q4 		$3.14M Sell
70,412
-3,675
-5% -$149K 0.19% 115
2022
Q3 		$2.95M Buy
74,087
+43,964
+146% +$1.99M 0.21% 108
2022
Q2 		$1.45M Buy
30,123
+19,566
+185% +$947K 0.1% 173
2022
Q1 		$486K Buy
10,557
+2,846
+37% +$146K 0.04% 320
2021
Q4 		$382K Buy
+7,711
New +$407K 0.03% 389

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

Chicago Partners Investment Group's AVRE Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Avantis Real Estate ETF (AVRE) stake by 2.4% in Q2 2026, buying an estimated $114K and bringing the position to 103,431 shares worth $5.02M. The position accounts for 0.1% of the portfolio, ranked #176.

Chicago Partners Investment Group first reported a position in AVRE in Q4 2021 and has held it in 19 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Chicago Partners Investment Group held 103,431 shares of Avantis Real Estate ETF worth $5.02M as of Q2 2026.
  • Chicago Partners Investment Group bought 2,420 Avantis Real Estate ETF shares in Q2 2026, an estimated $114K.
  • Avantis Real Estate ETF made up 0.1% of Chicago Partners Investment Group's portfolio in Q2 2026, its #176 holding.
  • Chicago Partners Investment Group first reported a position in Avantis Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.