HIGP
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Hill Investment Group Partners’s Avantis Real Estate ETF AVRE Stock Holding History

Hill Investment Group 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
Q1 		$17.1M Sell
389,403
-53,014
-12% -$2.4M 1.89% 12
2025
Q4 		$19.3M Sell
442,417
-299,042
-40% -$13.2M 2.29% 11
2025
Q3 		$33M Buy
741,459
+4,473
+0.6% +$199K 4.02% 8
2025
Q2 		$32.5M Sell
736,986
-32,378
-4% -$1.4M 4.24% 8
2025
Q1 		$33.1M Buy
769,364
+5,570
+0.7% +$239K 4.54% 9
2024
Q4 		$32M Buy
763,794
+32,780
+4% +$1.47M 4.29% 9
2024
Q3 		$29.9M Sell
731,014
-841
-0.1% -$37.7K 4.16% 10
2024
Q2 		$31.9M Buy
731,855
+22,604
+3% +$922K 4.3% 10
2024
Q1 		$30M Buy
709,251
+4,606
+0.7% +$192K 4.23% 11
2023
Q4 		$30.5M Buy
704,645
+82,686
+13% +$3.24M 4.49% 9
2023
Q3 		$23.4M Buy
621,959
+18,175
+3% +$737K 3.88% 11
2023
Q2 		$24.7M Buy
603,784
+42,487
+8% +$1.74M 4.45% 10
2023
Q1 		$23.3M Buy
561,297
+121,030
+27% +$5.15M 4.58% 11
2022
Q4 		$18.1M Buy
440,267
+26,239
+6% +$1.06M 4.38% 10
2022
Q3 		$16.1M Buy
414,028
+39,065
+10% +$1.77M 4.65% 10
2022
Q2 		$16.7M Buy
374,963
+50,171
+15% +$2.43M 4.65% 10
2022
Q1 		$17.1M Buy
+324,792
New +$16.6M 5.59% 7

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 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
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Hill Investment Group Partners's AVRE Position: Q1 2026 in Review

Hill Investment Group Partners reduced its Avantis Real Estate ETF (AVRE) stake by 12% in Q1 2026, selling an estimated $2.4M and leaving 389,403 shares worth $17.1M. The position accounts for 1.89% of the portfolio, ranked #12.

Hill Investment Group Partners first reported a position in AVRE in Q1 2022 and has held it in 17 quarters since. The position peaked at $33.1M in Q1 2025. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Hill Investment Group Partners held 389,403 shares of Avantis Real Estate ETF worth $17.1M as of Q1 2026.
  • Hill Investment Group Partners sold 53,014 Avantis Real Estate ETF shares in Q1 2026, an estimated $2.4M.
  • Avantis Real Estate ETF made up 1.89% of Hill Investment Group Partners's portfolio in Q1 2026, its #12 holding.
  • Hill Investment Group Partners first reported a position in Avantis Real Estate ETF in Q1 2022 and has held it in 17 quarters since.
  • Hill Investment Group Partners's Avantis Real Estate ETF position peaked at $33.1M in Q1 2025.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Hill Investment Group Partners's 13F filing for Q1 2026, filed 12 May 2026.