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Financial Plan Inc’s Avantis Real Estate ETF AVRE Stock Holding History

Financial Plan Inc’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 		$37.8M Buy
797,049
+84,724
+12% +$4M 3.58% 9
2026
Q1 		$31.4M Buy
712,325
+111,473
+19% +$5.04M 3.36% 10
2025
Q4 		$26.2M Buy
+600,852
New +$26.5M 3% 10

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
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

Financial Plan Inc's AVRE Position: Q2 2026 in Review

Financial Plan Inc increased its Avantis Real Estate ETF (AVRE) stake by 12% in Q2 2026, buying an estimated $4M and bringing the position to 797,049 shares worth $37.8M. The position accounts for 3.58% of the portfolio, ranked #9.

Financial Plan Inc first reported a position in AVRE in Q4 2025 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Financial Plan Inc held 797,049 shares of Avantis Real Estate ETF worth $37.8M as of Q2 2026.
  • Financial Plan Inc bought 84,724 Avantis Real Estate ETF shares in Q2 2026, an estimated $4M.
  • Avantis Real Estate ETF made up 3.58% of Financial Plan Inc's portfolio in Q2 2026, its #9 holding.
  • Financial Plan Inc first reported a position in Avantis Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.