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Focus Partners Advisor Solutions’s Avantis Real Estate ETF AVRE Stock Holding History

Focus Partners Advisor Solutions’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 		$3.67M Buy
83,346
+46,330
+125% +$2.1M 0.04% 224
2025
Q4 		$1.61M Sell
37,016
-597,632
-94% -$26.3M 0.02% 358
2025
Q3 		$28.2M Buy
634,648
+312,084
+97% +$13.9M 0.32% 44
2025
Q2 		$14.2M Buy
322,564
+265,416
+464% +$11.5M 0.19% 66
2025
Q1 		$2.46M Buy
57,148
+28,270
+98% +$1.21M 0.04% 227
2024
Q4 		$1.21M Buy
28,878
+13,141
+84% +$588K 0.02% 302
2024
Q3 		$742K Buy
15,737
+5,141
+49% +$231K 0.02% 356
2024
Q2 		$437K Buy
10,596
+2,444
+30% +$99.7K 0.01% 398
2024
Q1 		$345K Buy
8,152
+2,237
+38% +$93.4K 0.01% 430
2023
Q4 		$256K Buy
+5,915
New +$232K 0.01% 354

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

Focus Partners Advisor Solutions's AVRE Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Avantis Real Estate ETF (AVRE) stake by 125% in Q1 2026, buying an estimated $2.1M and bringing the position to 83,346 shares worth $3.67M. The position accounts for 0.04% of the portfolio, ranked #224.

Focus Partners Advisor Solutions first reported a position in AVRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $28.2M in Q3 2025. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Focus Partners Advisor Solutions held 83,346 shares of Avantis Real Estate ETF worth $3.67M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 46,330 Avantis Real Estate ETF shares in Q1 2026, an estimated $2.1M.
  • Avantis Real Estate ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #224 holding.
  • Focus Partners Advisor Solutions first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Advisor Solutions's Avantis Real Estate ETF position peaked at $28.2M in Q3 2025.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.