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Kestra Advisory Services’s Avantis Real Estate ETF AVRE Stock Holding History

Kestra Advisory Services’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 		$645K Buy
13,618
+616
+5% +$29.1K ﹤0.01% 2135
2026
Q1 		$572K Buy
13,002
+6,793
+109% +$307K ﹤0.01% 2113
2025
Q4 		$270K Buy
+6,209
New +$274K ﹤0.01% 2627
2025
Q3 		– Sell
-6,137
Closed -$271K – 2901
2025
Q2 		$271K Buy
+6,137
New +$266K ﹤0.01% 2434

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

Kestra Advisory Services's AVRE Position: Q2 2026 in Review

Kestra Advisory Services increased its Avantis Real Estate ETF (AVRE) stake by 4.7% in Q2 2026, buying an estimated $29.1K and bringing the position to 13,618 shares worth $645K. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

Kestra Advisory Services first reported a position in AVRE in Q2 2025 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Kestra Advisory Services held 13,618 shares of Avantis Real Estate ETF worth $645K as of Q2 2026.
  • Kestra Advisory Services bought 616 Avantis Real Estate ETF shares in Q2 2026, an estimated $29.1K.
  • Avantis Real Estate ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2135 holding.
  • Kestra Advisory Services first reported a position in Avantis Real Estate ETF in Q2 2025 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.