Focus Partners Wealth
AVRE icon

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

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

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.