FFA
AVRE icon

Farther Finance Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Farther Finance 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 		$1.2M Buy
25,252
+3,437
+16% +$162K 0.01% 983
2026
Q1 		$967K Buy
21,815
+19,802
+984% +$896K 0.01% 985
2025
Q4 		$87.6K Buy
2,013
+1,776
+749% +$78.3K ﹤0.01% 2426
2025
Q3 		$10.5K Hold
237
– – ﹤0.01% 3421
2025
Q2 		$10.5K Buy
+237
New +$10.3K ﹤0.01% 3060
2025
Q1 		– Sell
-36
Closed -$1.51K – 4277
2024
Q4 		$1.51K Sell
36
-19,354
-100% -$865K ﹤0.01% 3114
2024
Q3 		$914K Buy
19,390
+8,743
+82% +$392K 0.03% 376
2024
Q2 		$436K Buy
10,647
+1,497
+16% +$61K 0.02% 525
2024
Q1 		$382K Buy
9,150
+1,113
+14% +$46.5K 0.02% 471
2023
Q4 		$348K Buy
8,037
+409
+5% +$16K 0.03% 415
2023
Q3 		$287K Buy
7,628
+1,791
+31% +$72.6K 0.05% 307
2023
Q2 		$239K Buy
5,837
+2,936
+101% +$120K 0.05% 285
2023
Q1 		$120K Buy
+2,901
New +$123K 0.04% 355

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Farther Finance Advisors's AVRE Position: Q2 2026 in Review

Farther Finance Advisors increased its Avantis Real Estate ETF (AVRE) stake by 16% in Q2 2026, buying an estimated $162K and bringing the position to 25,252 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #983.

Farther Finance Advisors first reported a position in AVRE in Q1 2023 and has held it in 13 quarters since. 29 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Farther Finance Advisors held 25,252 shares of Avantis Real Estate ETF worth $1.2M as of Q2 2026.
  • Farther Finance Advisors bought 3,437 Avantis Real Estate ETF shares in Q2 2026, an estimated $162K.
  • Avantis Real Estate ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #983 holding.
  • Farther Finance Advisors first reported a position in Avantis Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • 29 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.