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Cliff Asness’s Avantis Real Estate ETF AVRE Stock Holding History

Cliff Asness’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 		$1.92M Buy
40,615
+3,607
+10% +$170K ﹤0.01% 2649
2026
Q1 		$1.63M Buy
37,008
+3,242
+10% +$147K ﹤0.01% 2482
2025
Q4 		$1.47M Buy
33,766
+331
+1% +$14.6K ﹤0.01% 2332
2025
Q3 		$1.49M Buy
33,435
+3,838
+13% +$170K ﹤0.01% 2181
2025
Q2 		$1.31M Hold
29,597
– – ﹤0.01% 2040
2025
Q1 		$1.27M Buy
29,597
+8,289
+39% +$355K ﹤0.01% 1869
2024
Q4 		$893K Buy
21,308
+15,049
+240% +$673K ﹤0.01% 1941
2024
Q3 		$295K Buy
+6,259
New +$281K ﹤0.01% 2404

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

Cliff Asness's AVRE Position: Q2 2026 in Review

Cliff Asness increased its Avantis Real Estate ETF (AVRE) stake by 9.7% in Q2 2026, buying an estimated $170K and bringing the position to 40,615 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

Cliff Asness first reported a position in AVRE in Q3 2024 and has held it in 8 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Cliff Asness held 40,615 shares of Avantis Real Estate ETF worth $1.92M as of Q2 2026.
  • Cliff Asness bought 3,607 Avantis Real Estate ETF shares in Q2 2026, an estimated $170K.
  • Avantis Real Estate ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2649 holding.
  • Cliff Asness first reported a position in Avantis Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.