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
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 $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

Equita Financial Network's AVRE Position: Q1 2026 in Review

Equita Financial Network reduced its Avantis Real Estate ETF (AVRE) stake by 0.6% in Q1 2026, selling an estimated $56.5K and leaving 207,355 shares worth $9.13M. The position accounts for 2.87% of the portfolio, ranked #10.

Equita Financial Network first reported a position in AVRE in Q3 2023 and has held it in 11 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Equita Financial Network held 207,355 shares of Avantis Real Estate ETF worth $9.13M as of Q1 2026.
  • Equita Financial Network sold 1,248 Avantis Real Estate ETF shares in Q1 2026, an estimated $56.5K.
  • Avantis Real Estate ETF made up 2.87% of Equita Financial Network's portfolio in Q1 2026, its #10 holding.
  • Equita Financial Network first reported a position in Avantis Real Estate ETF in Q3 2023 and has held it in 11 quarters since.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.