Garrison Point Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Garrison Point Advisors’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	$374K	Sell	7,887 -60	-0.8%	-$2.83K	0.15%	129
2026 Q1	$350K	Buy	7,947 +5	+0.1%	+$226	0.16%	125
2025 Q4	$346K	Buy	7,942 +278	+4%	+$12.2K	0.15%	125
2025 Q3	$341K	Buy	7,664 +90	+1%	+$4K	0.14%	130
2025 Q2	$334K	Buy	7,574 +55	+0.7%	+$2.38K	0.15%	124
2025 Q1	$323K	Sell	7,519 -6,185	-45%	-$265K	0.16%	124
2024 Q4	$574K	Buy	+13,704	New	+$613K	0.27%	91

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

Garrison Point Advisors's AVRE Position: Q2 2026 in Review

Garrison Point Advisors reduced its Avantis Real Estate ETF (AVRE) stake by 0.76% in Q2 2026, selling an estimated $2.83K and leaving 7,887 shares worth $374K. The position accounts for 0.15% of the portfolio, ranked #129.

Garrison Point Advisors first reported a position in AVRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $574K in Q4 2024. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

Garrison Point Advisors held 7,887 shares of Avantis Real Estate ETF worth $374K as of Q2 2026.
Garrison Point Advisors sold 60 Avantis Real Estate ETF shares in Q2 2026, an estimated $2.83K.
Avantis Real Estate ETF made up 0.15% of Garrison Point Advisors's portfolio in Q2 2026, its #129 holding.
Garrison Point Advisors first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Garrison Point Advisors's Avantis Real Estate ETF position peaked at $574K in Q4 2024.
155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.