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Global Retirement Partners’s Avantis Real Estate ETF AVRE Stock Holding History

Global Retirement Partners’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 		$244K Buy
+5,156
New +$243K ﹤0.01% 1456
2025
Q4 		$696 Hold
16
– – ﹤0.01% 3944
2025
Q3 		$712 Hold
16
– – ﹤0.01% 3591
2025
Q2 		$707 Buy
+16
New +$692 ﹤0.01% 3517
2024
Q4 		– Sell
-77
Closed -$3.63K – 3661
2024
Q3 		$3.63K Buy
+77
New +$3.46K ﹤0.01% 2705

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

Global Retirement Partners's AVRE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Avantis Real Estate ETF (AVRE) in Q2 2026: 5,156 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #1456 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AVRE as recently as Q4 2025.

Global Retirement Partners first reported a position in AVRE in Q3 2024 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Global Retirement Partners held 5,156 shares of Avantis Real Estate ETF worth $244K as of Q2 2026.
  • Avantis Real Estate ETF was a new Global Retirement Partners position in Q2 2026.
  • Avantis Real Estate ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1456 holding.
  • Global Retirement Partners first reported a position in Avantis Real Estate ETF in Q3 2024 and has held it in 5 quarters since.
  • 154 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.