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Jackson Thornton Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Jackson Thornton Wealth 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
Q2 		$284K Hold
5,985
– – 0.02% 310
2026
Q1 		$278K Hold
5,985
– – 0.03% 205
2025
Q4 		$262K Hold
5,985
– – 0.02% 235
2025
Q3 		$263K Hold
5,985
– – 0.03% 208
2025
Q2 		$263K Hold
5,985
– – 0.03% 101
2025
Q1 		$254K Hold
5,985
– – 0.03% 76
2024
Q4 		$251K Sell
5,985
-2,335
-28% -$104K 0.03% 70
2024
Q3 		$392K Buy
8,320
+2,337
+39% +$105K 0.05% 47
2024
Q2 		$247K Hold
5,983
– – 0.04% 51
2024
Q1 		$253K Hold
5,983
– – 0.04% 46
2023
Q4 		$259K Buy
+5,983
New +$234K 0.05% 46

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

Jackson Thornton Wealth Management's AVRE Position: Q2 2026 in Review

Jackson Thornton Wealth Management held its Avantis Real Estate ETF (AVRE) position steady in Q2 2026 at 5,985 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #310.

Jackson Thornton Wealth Management first reported a position in AVRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $392K in Q3 2024. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Jackson Thornton Wealth Management held 5,985 shares of Avantis Real Estate ETF worth $284K as of Q2 2026.
  • Jackson Thornton Wealth Management left its Avantis Real Estate ETF share count unchanged in Q2 2026.
  • Avantis Real Estate ETF made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Jackson Thornton Wealth Management first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Jackson Thornton Wealth Management's Avantis Real Estate ETF position peaked at $392K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.