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HFM Investment Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

HFM Investment 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 		$1.47K Sell
31
-8
-21% -$378 ﹤0.01% 585
2026
Q1 		$1.72K Sell
39
-27
-41% -$1.22K ﹤0.01% 258
2025
Q4 		$2.87K Sell
66
-3
-4% -$132 ﹤0.01% 245
2025
Q3 		$3.07K Sell
69
-5
-7% -$222 ﹤0.01% 152
2025
Q2 		$3.27K Buy
74
+7
+10% +$303 ﹤0.01% 146
2025
Q1 		$2.88K Buy
+67
New +$2.87K ﹤0.01% 125

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

HFM Investment Advisors's AVRE Position: Q2 2026 in Review

HFM Investment Advisors reduced its Avantis Real Estate ETF (AVRE) stake by 21% in Q2 2026, selling an estimated $378 and leaving 31 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

HFM Investment Advisors first reported a position in AVRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.27K in Q2 2025. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • HFM Investment Advisors held 31 shares of Avantis Real Estate ETF worth $1.47K as of Q2 2026.
  • HFM Investment Advisors sold 8 Avantis Real Estate ETF shares in Q2 2026, an estimated $378.
  • Avantis Real Estate ETF made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #585 holding.
  • HFM Investment Advisors first reported a position in Avantis Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Avantis Real Estate ETF position peaked at $3.27K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.