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LAM Group’s Avantis Real Estate ETF AVRE Stock Holding History

LAM Group’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 		$6.39M Buy
134,940
+2,605
+2% +$123K 3.18% 9
2026
Q1 		$5.83M Buy
132,335
+28,965
+28% +$1.31M 3.2% 9
2025
Q4 		$4.5M Buy
103,370
+2,560
+3% +$113K 2.58% 15
2025
Q3 		$4.48M Buy
100,810
+11,690
+13% +$519K 2.78% 13
2025
Q2 		$3.94M Sell
89,120
-16,095
-15% -$696K 2.63% 13
2025
Q1 		$4.53M Buy
105,215
+30,840
+41% +$1.32M 3.33% 9
2024
Q4 		$3.12M Sell
74,375
-9,140
-11% -$409K 2.22% 18
2024
Q3 		$3.94M Buy
83,515
+18,425
+28% +$827K 2.79% 12
2024
Q2 		$2.68M Buy
65,090
+22,985
+55% +$937K 2.26% 16
2024
Q1 		$1.78M Sell
42,105
-50,660
-55% -$2.12M 1.45% 21
2023
Q4 		$4.02M Sell
92,765
-69,535
-43% -$2.72M 3.66% 10
2023
Q3 		$6.1M Sell
162,300
-30,580
-16% -$1.24M 5.99% 2
2023
Q2 		$7.9M Buy
192,880
+100,730
+109% +$4.13M 7.35% 1
2023
Q1 		$3.82M Buy
92,150
+5,425
+6% +$231K 3.74% 11
2022
Q4 		$3.57M Buy
+86,725
New +$3.52M 3.66% 9

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

LAM Group's AVRE Position: Q2 2026 in Review

LAM Group increased its Avantis Real Estate ETF (AVRE) stake by 2% in Q2 2026, buying an estimated $123K and bringing the position to 134,940 shares worth $6.39M. The position accounts for 3.18% of the portfolio, ranked #9.

LAM Group first reported a position in AVRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.9M in Q2 2023. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • LAM Group held 134,940 shares of Avantis Real Estate ETF worth $6.39M as of Q2 2026.
  • LAM Group bought 2,605 Avantis Real Estate ETF shares in Q2 2026, an estimated $123K.
  • Avantis Real Estate ETF made up 3.18% of LAM Group's portfolio in Q2 2026, its #9 holding.
  • LAM Group first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • LAM Group's Avantis Real Estate ETF position peaked at $7.9M in Q2 2023.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.