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Invariant Investment Management’s Avantis Real Estate ETF AVRE Stock Holding History

Invariant Investment Management’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 		– Sell
-7,472
Closed -$329K – 71
2025
Q4 		$329K Buy
+7,472
New +$329K 0.21% 57

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 $3.15B AUM 22.65% 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
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

Invariant Investment Management's AVRE Position: Q1 2026 in Review

Invariant Investment Management sold out of Avantis Real Estate ETF (AVRE) in Q1 2026, closing a stake of 7,472 shares — an estimated $329K sold.

Invariant Investment Management first reported a position in AVRE in Q4 2025 and held it in 1 quarter. The position peaked at $329K in Q4 2025. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Invariant Investment Management reported no remaining Avantis Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Invariant Investment Management sold 7,472 Avantis Real Estate ETF shares in Q1 2026, an estimated $329K.
  • Invariant Investment Management first reported a position in Avantis Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • Invariant Investment Management's Avantis Real Estate ETF position peaked at $329K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Invariant Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.