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

HTG 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 		$5.23M Buy
110,303
+10,569
+11% +$499K 1.34% 19
2026
Q1 		$4.39M Buy
99,734
+8,762
+10% +$397K 1.25% 20
2025
Q4 		$3.96M Buy
90,972
+15,613
+21% +$688K 1.22% 19
2025
Q3 		$3.35M Buy
75,359
+9,055
+14% +$402K 1.13% 20
2025
Q2 		$2.93M Buy
66,304
+5,016
+8% +$217K 1.09% 21
2025
Q1 		$2.64M Buy
61,288
+8,497
+16% +$364K 1.1% 21
2024
Q4 		$2.21M Buy
52,791
+4,769
+10% +$213K 1.01% 23
2024
Q3 		$2.26M Buy
48,022
+5,060
+12% +$227K 1.07% 21
2024
Q2 		$1.77M Buy
42,962
+5,561
+15% +$227K 0.95% 24
2024
Q1 		$1.58M Buy
37,401
+11,354
+44% +$474K 0.92% 23
2023
Q4 		$1.13M Buy
+26,047
New +$1.02M 0.74% 24

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

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

HTG Investment Advisors increased its Avantis Real Estate ETF (AVRE) stake by 11% in Q2 2026, buying an estimated $499K and bringing the position to 110,303 shares worth $5.23M. The position accounts for 1.34% of the portfolio, ranked #19.

HTG Investment Advisors first reported a position in AVRE in Q4 2023 and has held it in 11 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • HTG Investment Advisors held 110,303 shares of Avantis Real Estate ETF worth $5.23M as of Q2 2026.
  • HTG Investment Advisors bought 10,569 Avantis Real Estate ETF shares in Q2 2026, an estimated $499K.
  • Avantis Real Estate ETF made up 1.34% of HTG Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • HTG Investment Advisors first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.