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Hazlett, Burt & Watson’s Avantis Real Estate ETF AVRE Stock Holding History

Hazlett, Burt & Watson’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 		$1K Hold
13
– – ﹤0.01% 867
2026
Q1 		$1K Sell
13
-4
-24% -$181 ﹤0.01% 876
2025
Q4 		$1K Buy
17
+1
+6% +$44 ﹤0.01% 883
2025
Q3 		$1K Hold
16
– – ﹤0.01% 833
2025
Q2 		$1K Hold
16
– – ﹤0.01% 747
2025
Q1 		$1K Buy
+16
New +$686 ﹤0.01% 751

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

Hazlett, Burt & Watson's AVRE Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Avantis Real Estate ETF (AVRE) position steady in Q2 2026 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Hazlett, Burt & Watson first reported a position in AVRE in Q1 2025 and has held it in 6 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Hazlett, Burt & Watson held 13 shares of Avantis Real Estate ETF worth $1K as of Q2 2026.
  • Hazlett, Burt & Watson left its Avantis Real Estate ETF share count unchanged in Q2 2026.
  • Avantis Real Estate ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #867 holding.
  • Hazlett, Burt & Watson first reported a position in Avantis Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.