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Empowered Funds’s Avantis Real Estate ETF AVRE Stock Holding History

Empowered Funds’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 		$56.4M Sell
1,191,067
-46,505
-4% -$2.19M 0.3% 51
2026
Q1 		$54.5M Buy
+1,237,572
New +$56M 0.35% 35
2025
Q3 		– Sell
-1,124,974
Closed -$49.7M – 1831
2025
Q2 		$49.7M Sell
1,124,974
-76,156
-6% -$3.3M 0.56% 17
2025
Q1 		$51.7M Buy
1,201,130
+13,336
+1% +$571K 0.74% 12
2024
Q4 		$49.8M Buy
1,187,794
+118,936
+11% +$5.32M 0.73% 14
2024
Q3 		$50.4M Buy
1,068,858
+16,238
+2% +$729K 0.79% 12
2024
Q2 		$43.4M Buy
1,052,620
+612,696
+139% +$25M 0.75% 11
2024
Q1 		$18.6M Buy
+439,924
New +$18.4M 0.34% 42

Other funds holding AVRE

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
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

Empowered Funds's AVRE Position: Q2 2026 in Review

Empowered Funds reduced its Avantis Real Estate ETF (AVRE) stake by 3.8% in Q2 2026, selling an estimated $2.19M and leaving 1,191,067 shares worth $56.4M. The position accounts for 0.3% of the portfolio, ranked #51.

Empowered Funds first reported a position in AVRE in Q1 2024 and has held it in 8 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Empowered Funds held 1,191,067 shares of Avantis Real Estate ETF worth $56.4M as of Q2 2026.
  • Empowered Funds sold 46,505 Avantis Real Estate ETF shares in Q2 2026, an estimated $2.19M.
  • Avantis Real Estate ETF made up 0.3% of Empowered Funds's portfolio in Q2 2026, its #51 holding.
  • Empowered Funds first reported a position in Avantis Real Estate ETF in Q1 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 Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.