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

Focus Partners Wealth’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	$11.8M	Sell	248,305 -31,222	-11%	-$1.47M	0.01%	664
2026 Q1	$12.3M	Sell	279,527 -2	-0%	-$91	0.01%	653
2025 Q4	$12.2M	Sell	279,529 -52,596	-16%	-$2.32M	0.01%	638
2025 Q3	$14.8M	Buy	332,125 +25,115	+8%	+$1.12M	0.02%	465
2025 Q2	$13.6M	Buy	307,010 +3,008	+1%	+$130K	0.03%	439
2025 Q1	$13.1M	Buy	+304,002	New	+$13M	0.03%	419

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 Wealth's AVRE Position: Q2 2026 in Review

Focus Partners Wealth reduced its Avantis Real Estate ETF (AVRE) stake by 11% in Q2 2026, selling an estimated $1.47M and leaving 248,305 shares worth $11.8M. The position accounts for 0.01% of the portfolio, ranked #664.

Focus Partners Wealth first reported a position in AVRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.8M in Q3 2025. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

Focus Partners Wealth held 248,305 shares of Avantis Real Estate ETF worth $11.8M as of Q2 2026.
Focus Partners Wealth sold 31,222 Avantis Real Estate ETF shares in Q2 2026, an estimated $1.47M.
Avantis Real Estate ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #664 holding.
Focus Partners Wealth first reported a position in Avantis Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
Focus Partners Wealth's Avantis Real Estate ETF position peaked at $14.8M in Q3 2025.
155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.