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Flagstone Financial Management’s Avantis Real Estate ETF AVRE Stock Holding History

Flagstone Financial Management’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 		$1.37M Buy
29,006
+194
+0.7% +$9.15K 0.31% 25
2026
Q1 		$1.27M Buy
28,812
+725
+3% +$32.8K 0.31% 25
2025
Q4 		$1.22M Buy
28,087
+1,450
+5% +$63.9K 0.31% 23
2025
Q3 		$1.18M Buy
26,637
+2,200
+9% +$97.7K 0.31% 24
2025
Q2 		$1.08M Buy
24,437
+1,676
+7% +$72.5K 0.31% 24
2025
Q1 		$979K Buy
22,761
+2,309
+11% +$98.9K 0.32% 22
2024
Q4 		$857K Buy
20,452
+696
+4% +$31.1K 0.28% 22
2024
Q3 		$931K Buy
19,756
+348
+2% +$15.6K 0.31% 22
2024
Q2 		$800K Buy
19,408
+1,543
+9% +$62.9K 0.3% 23
2024
Q1 		$755K Buy
17,865
+1,024
+6% +$42.8K 0.29% 24
2023
Q4 		$729K Sell
16,841
-1,835
-10% -$71.9K 0.3% 25
2023
Q3 		$702K Buy
18,676
+3,196
+21% +$130K 0.32% 22
2023
Q2 		$634K Buy
+15,480
New +$635K 0.3% 27

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

Flagstone Financial Management's AVRE Position: Q2 2026 in Review

Flagstone Financial Management increased its Avantis Real Estate ETF (AVRE) stake by 0.67% in Q2 2026, buying an estimated $9.15K and bringing the position to 29,006 shares worth $1.37M. The position accounts for 0.31% of the portfolio, ranked #25.

Flagstone Financial Management first reported a position in AVRE in Q2 2023 and has held it in 13 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Flagstone Financial Management held 29,006 shares of Avantis Real Estate ETF worth $1.37M as of Q2 2026.
  • Flagstone Financial Management bought 194 Avantis Real Estate ETF shares in Q2 2026, an estimated $9.15K.
  • Avantis Real Estate ETF made up 0.31% of Flagstone Financial Management's portfolio in Q2 2026, its #25 holding.
  • Flagstone Financial Management first reported a position in Avantis Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.