HNWA
AVRE icon

Henrickson Nauta Wealth Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Henrickson Nauta Wealth 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 		$375K Sell
7,925
-4,462
-36% -$211K 0.09% 73
2026
Q1 		$545K Sell
12,387
-12,387
-50% -$561K 0.15% 47
2025
Q4 		$1.09M Buy
24,774
+10,102
+69% +$445K 0.16% 44
2025
Q3 		$653K Hold
14,672
– – 0.21% 43
2025
Q2 		$648K Hold
14,672
– – 0.22% 43
2025
Q1 		$591K Buy
14,672
+3,320
+29% +$142K 0.24% 39
2024
Q4 		$476K Sell
11,352
-332
-3% -$14.8K 0.19% 48
2024
Q3 		$551K Sell
11,684
-505
-4% -$22.7K 0.22% 40
2024
Q2 		$502K Buy
12,189
+1,648
+16% +$67.2K 0.21% 45
2024
Q1 		$427K Hold
10,541
– – 0.19% 46
2023
Q4 		$457K Hold
10,541
– – 0.22% 44
2023
Q3 		$396K Hold
10,541
– – 0.24% 33
2023
Q2 		$432K Buy
10,541
+3,908
+59% +$160K 0.29% 32
2023
Q1 		$275K Hold
6,633
– – 0.2% 42
2022
Q4 		$273K Buy
+6,633
New +$269K 0.22% 40

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's AVRE Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors reduced its Avantis Real Estate ETF (AVRE) stake by 36% in Q2 2026, selling an estimated $211K and leaving 7,925 shares worth $375K. The position accounts for 0.09% of the portfolio, ranked #73.

Henrickson Nauta Wealth Advisors first reported a position in AVRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q4 2025. 29 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 7,925 shares of Avantis Real Estate ETF worth $375K as of Q2 2026.
  • Henrickson Nauta Wealth Advisors sold 4,462 Avantis Real Estate ETF shares in Q2 2026, an estimated $211K.
  • Avantis Real Estate ETF made up 0.09% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Henrickson Nauta Wealth Advisors's Avantis Real Estate ETF position peaked at $1.09M in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.