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

Forum 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 		$1.47M Sell
31,009
-1,890
-6% -$89.2K 0.02% 107
2026
Q1 		$1.45M Buy
32,899
+1,636
+5% +$74K 0.02% 99
2025
Q4 		$1.36M Sell
31,263
-4,657
-13% -$205K 0.02% 192
2025
Q3 		$1.6M Sell
35,920
-4,954
-12% -$220K 0.02% 159
2025
Q2 		$1.8M Buy
40,874
+5,520
+16% +$239K 0.03% 134
2025
Q1 		$1.52M Buy
+35,354
New +$1.51M 0.03% 150
2024
Q4 		– Sell
-34,780
Closed -$1.64M – 920
2024
Q3 		$1.64M Sell
34,780
-2,901
-8% -$130K 0.03% 129
2024
Q2 		$1.55M Sell
37,681
-8,341
-18% -$340K 0.03% 127
2024
Q1 		$1.95M Buy
46,022
+27,181
+144% +$1.13M 0.03% 115
2023
Q4 		$816K Sell
18,841
-21,249
-53% -$832K 0.02% 190
2023
Q3 		$1.51M Buy
40,090
+3,099
+8% +$126K 0.03% 114
2023
Q2 		$1.51M Buy
36,991
+650
+2% +$26.7K 0.03% 111
2023
Q1 		$1.51M Buy
36,341
+13,171
+57% +$561K 0.04% 100
2022
Q4 		$953K Buy
+23,170
New +$939K 0.03% 140

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

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

Forum Financial Management reduced its Avantis Real Estate ETF (AVRE) stake by 5.7% in Q2 2026, selling an estimated $89.2K and leaving 31,009 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #107.

Forum Financial Management first reported a position in AVRE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.95M in Q1 2024. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Forum Financial Management held 31,009 shares of Avantis Real Estate ETF worth $1.47M as of Q2 2026.
  • Forum Financial Management sold 1,890 Avantis Real Estate ETF shares in Q2 2026, an estimated $89.2K.
  • Avantis Real Estate ETF made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #107 holding.
  • Forum Financial Management first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • Forum Financial Management's Avantis Real Estate ETF position peaked at $1.95M in Q1 2024.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.