GeoWealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

GeoWealth 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	$1.41M	Buy	29,797 +1,715	+6%	+$80.9K	0.04%	245
2026 Q1	$1.24M	Buy	28,082 +2,044	+8%	+$92.5K	0.04%	238
2025 Q4	$1.13M	Buy	26,038 +2,496	+11%	+$110K	0.04%	244
2025 Q3	$1.05M	Buy	23,542 +179	+0.8%	+$7.95K	0.04%	291
2025 Q2	$1.03M	Sell	23,363 -607	-3%	-$26.3K	0.04%	247
2025 Q1	$1.03M	Sell	23,970 -4,784	-17%	-$205K	0.04%	252
2024 Q4	$1.21M	Buy	28,754 +2,078	+8%	+$92.9K	0.04%	266
2024 Q3	$1.26M	Sell	26,676 -8,993	-25%	-$404K	0.04%	257
2024 Q2	$1.47M	Sell	35,669 -614	-2%	-$25K	0.06%	203
2024 Q1	$1.53M	Buy	+36,283	New	+$1.51M	0.06%	219

Other funds holding AVRE

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

FPI

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

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

GeoWealth Management's AVRE Position: Q2 2026 in Review

GeoWealth Management increased its Avantis Real Estate ETF (AVRE) stake by 6.1% in Q2 2026, buying an estimated $80.9K and bringing the position to 29,797 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #245.

GeoWealth Management first reported a position in AVRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.53M in Q1 2024. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

GeoWealth Management held 29,797 shares of Avantis Real Estate ETF worth $1.41M as of Q2 2026.
GeoWealth Management bought 1,715 Avantis Real Estate ETF shares in Q2 2026, an estimated $80.9K.
Avantis Real Estate ETF made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #245 holding.
GeoWealth Management first reported a position in Avantis Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
GeoWealth Management's Avantis Real Estate ETF position peaked at $1.53M in Q1 2024.
155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.