EFN
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Equita Financial Network’s Avantis Real Estate ETF AVRE Stock Holding History

Equita Financial Network’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 		$10.3M Buy
217,767
+10,412
+5% +$491K 2.86% 10
2026
Q1 		$9.13M Sell
207,355
-1,248
-0.6% -$56.5K 2.87% 10
2025
Q4 		$9.08M Buy
208,603
+20,318
+11% +$895K 2.74% 10
2025
Q3 		$8.37M Buy
188,285
+18,496
+11% +$822K 2.83% 10
2025
Q2 		$7.5M Sell
169,789
-12,151
-7% -$526K 2.98% 8
2025
Q1 		$7.83M Buy
181,940
+23,908
+15% +$1.02M 2.73% 9
2024
Q4 		$6.62M Buy
158,032
+9,936
+7% +$444K 2.39% 14
2024
Q3 		$6.98M Buy
148,096
+16,935
+13% +$760K 2.55% 13
2024
Q2 		$5.41M Buy
131,161
+16,954
+15% +$691K 2.26% 16
2024
Q1 		$4.83M Buy
114,207
+26,081
+30% +$1.09M 2.17% 17
2023
Q4 		$3.82M Sell
88,126
-1,872
-2% -$73.3K 2.03% 20
2023
Q3 		$3.38M Buy
+89,998
New +$3.65M 2.08% 19

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

Equita Financial Network's AVRE Position: Q2 2026 in Review

Equita Financial Network increased its Avantis Real Estate ETF (AVRE) stake by 5% in Q2 2026, buying an estimated $491K and bringing the position to 217,767 shares worth $10.3M. The position accounts for 2.86% of the portfolio, ranked #10.

Equita Financial Network first reported a position in AVRE in Q3 2023 and has held it in 12 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Equita Financial Network held 217,767 shares of Avantis Real Estate ETF worth $10.3M as of Q2 2026.
  • Equita Financial Network bought 10,412 Avantis Real Estate ETF shares in Q2 2026, an estimated $491K.
  • Avantis Real Estate ETF made up 2.86% of Equita Financial Network's portfolio in Q2 2026, its #10 holding.
  • Equita Financial Network first reported a position in Avantis Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.