Commonwealth Equity Services
AVRE icon

Commonwealth Equity Services’s Avantis Real Estate ETF AVRE Stock Holding History

Commonwealth Equity Services’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
Q1 		$2.09M Buy
47,372
+2,248
+5% +$102K ﹤0.01% 1975
2025
Q4 		$1.96M Buy
45,124
+2,388
+6% +$105K ﹤0.01% 1999
2025
Q3 		$1.9M Buy
42,736
+1,395
+3% +$62K ﹤0.01% 2035
2025
Q2 		$1.83M Buy
41,341
+2,231
+6% +$96.5K ﹤0.01% 2048
2025
Q1 		$1.68M Buy
39,110
+14,336
+58% +$614K ﹤0.01% 2055
2024
Q4 		$1.04M Buy
24,774
+2,692
+12% +$120K ﹤0.01% 2351
2024
Q3 		$1.04M Buy
22,082
+1,917
+10% +$86K ﹤0.01% 2314
2024
Q2 		$831K Buy
20,165
+5,005
+33% +$204K ﹤0.01% 2421
2024
Q1 		$641K Buy
15,160
+5,782
+62% +$241K ﹤0.01% 2601
2023
Q4 		$406K Buy
+9,378
New +$367K ﹤0.01% 2909
2022
Q4 		– Sell
-10,892
Closed -$424K – 3713
2022
Q3 		$424K Buy
10,892
+2,254
+26% +$102K ﹤0.01% 2553
2022
Q2 		$383K Buy
+8,638
New +$418K ﹤0.01% 2619

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Commonwealth Equity Services's AVRE Position: Q1 2026 in Review

Commonwealth Equity Services increased its Avantis Real Estate ETF (AVRE) stake by 5% in Q1 2026, buying an estimated $102K and bringing the position to 47,372 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Commonwealth Equity Services first reported a position in AVRE in Q2 2022 and has held it in 12 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Commonwealth Equity Services held 47,372 shares of Avantis Real Estate ETF worth $2.09M as of Q1 2026.
  • Commonwealth Equity Services bought 2,248 Avantis Real Estate ETF shares in Q1 2026, an estimated $102K.
  • Avantis Real Estate ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1975 holding.
  • Commonwealth Equity Services first reported a position in Avantis Real Estate ETF in Q2 2022 and has held it in 12 quarters since.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.