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Haven Private’s Avantis Real Estate ETF AVRE Stock Holding History

Haven Private’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 		$2.3M Buy
48,491
+21,017
+76% +$992K 0.87% 28
2026
Q1 		$1.21M Buy
27,474
+5,309
+24% +$240K 0.53% 43
2025
Q4 		$965K Buy
22,165
+899
+4% +$39.6K 0.42% 50
2025
Q3 		$946K Buy
21,266
+1,523
+8% +$67.7K 0.42% 53
2025
Q2 		$872K Sell
19,743
-3,933
-17% -$170K 0.39% 62
2025
Q1 		$1.02M Sell
23,676
-11,493
-33% -$492K 0.58% 43
2024
Q4 		$1.47M Buy
+35,169
New +$1.57M 0.82% 28

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

Haven Private's AVRE Position: Q2 2026 in Review

Haven Private increased its Avantis Real Estate ETF (AVRE) stake by 76% in Q2 2026, buying an estimated $992K and bringing the position to 48,491 shares worth $2.3M. The position accounts for 0.87% of the portfolio, ranked #28.

Haven Private first reported a position in AVRE in Q4 2024 and has held it in 7 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Haven Private held 48,491 shares of Avantis Real Estate ETF worth $2.3M as of Q2 2026.
  • Haven Private bought 21,017 Avantis Real Estate ETF shares in Q2 2026, an estimated $992K.
  • Avantis Real Estate ETF made up 0.87% of Haven Private's portfolio in Q2 2026, its #28 holding.
  • Haven Private first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.