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 Q2	$3.97M	Buy	83,714 +368	+0.4%	+$17.4K	0.03%	237
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%	+$100K	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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $1.05B AUM

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SWA

ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 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

Focus Partners Advisor Solutions's AVRE Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Avantis Real Estate ETF (AVRE) stake by 0.44% in Q2 2026, buying an estimated $17.4K and bringing the position to 83,714 shares worth $3.97M. The position accounts for 0.03% of the portfolio, ranked #237.

Focus Partners Advisor Solutions first reported a position in AVRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.2M in Q3 2025. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

Focus Partners Advisor Solutions held 83,714 shares of Avantis Real Estate ETF worth $3.97M as of Q2 2026.
Focus Partners Advisor Solutions bought 368 Avantis Real Estate ETF shares in Q2 2026, an estimated $17.4K.
Avantis Real Estate ETF made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #237 holding.
Focus Partners Advisor Solutions first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Advisor Solutions's Avantis Real Estate ETF position peaked at $28.2M in Q3 2025.
155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.