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 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

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

HIGP

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

SWA

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

HTG Investment Advisors's AVRE Position: Q1 2026 in Review

HTG Investment Advisors increased its Avantis Real Estate ETF (AVRE) stake by 9.6% in Q1 2026, buying an estimated $397K and bringing the position to 99,734 shares worth $4.39M. The position accounts for 1.25% of the portfolio, ranked #20.

HTG Investment Advisors first reported a position in AVRE in Q4 2023 and has held it in 10 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

HTG Investment Advisors held 99,734 shares of Avantis Real Estate ETF worth $4.39M as of Q1 2026.
HTG Investment Advisors bought 8,762 Avantis Real Estate ETF shares in Q1 2026, an estimated $397K.
Avantis Real Estate ETF made up 1.25% of HTG Investment Advisors's portfolio in Q1 2026, its #20 holding.
HTG Investment Advisors first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.