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CoreCap Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

CoreCap 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 		$1.41M Buy
29,671
+4,680
+19% +$221K 0.04% 314
2026
Q1 		$1.1M Buy
24,991
+1,015
+4% +$45.9K 0.04% 348
2025
Q4 		$1.04M Buy
23,976
+5,108
+27% +$225K 0.04% 356
2025
Q3 		$839K Buy
18,868
+2,806
+17% +$125K 0.03% 408
2025
Q2 		$709K Buy
16,062
+2,848
+22% +$123K 0.03% 425
2025
Q1 		$568K Buy
13,214
+7,853
+146% +$336K 0.03% 451
2024
Q4 		$225K Buy
5,361
+4,852
+953% +$217K 0.01% 673
2024
Q3 		$24K Buy
+509
New +$22.8K ﹤0.01% 1472

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

CoreCap Advisors's AVRE Position: Q2 2026 in Review

CoreCap Advisors increased its Avantis Real Estate ETF (AVRE) stake by 19% in Q2 2026, buying an estimated $221K and bringing the position to 29,671 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #314.

CoreCap Advisors 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.

  • CoreCap Advisors held 29,671 shares of Avantis Real Estate ETF worth $1.41M as of Q2 2026.
  • CoreCap Advisors bought 4,680 Avantis Real Estate ETF shares in Q2 2026, an estimated $221K.
  • Avantis Real Estate ETF made up 0.04% of CoreCap Advisors's portfolio in Q2 2026, its #314 holding.
  • CoreCap Advisors 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 CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.