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Level Financial Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Level Financial 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
Q2 		$8.2M Sell
173,162
-83
-0% -$3.92K 1.83% 17
2026
Q1 		$7.63M Buy
173,245
+30
+0% +$1.36K 1.95% 17
2025
Q4 		$7.54M Buy
173,215
+9,143
+6% +$403K 1.99% 17
2025
Q3 		$7.3M Buy
164,072
+6,985
+4% +$310K 2.06% 17
2025
Q2 		$6.94M Sell
157,087
-644
-0.4% -$27.9K 2.16% 15
2025
Q1 		$6.78M Buy
157,731
+4,641
+3% +$199K 2.31% 11
2024
Q4 		$6.42M Sell
153,090
-5,825
-4% -$260K 2.35% 11
2024
Q3 		$7.49M Sell
158,915
-935
-0.6% -$42K 2.86% 10
2024
Q2 		$6.59M Buy
159,850
+3,050
+2% +$124K 2.86% 10
2024
Q1 		$6.63M Sell
156,800
-2,123
-1% -$88.6K 3.01% 9
2023
Q4 		$6.88M Sell
158,923
-883
-0.6% -$34.6K 3.4% 7
2023
Q3 		$6M Buy
159,806
+28,479
+22% +$1.16M 3.36% 7
2023
Q2 		$5.38M Buy
131,327
+34,762
+36% +$1.43M 3% 8
2023
Q1 		$4M Buy
96,565
+18,584
+24% +$791K 2.4% 8
2022
Q4 		$3.21M Buy
77,981
+58,868
+308% +$2.39M 2.1% 11
2022
Q3 		$745K Buy
19,113
+6,076
+47% +$275K 0.55% 26
2022
Q2 		$579K Buy
+13,037
New +$631K 0.43% 28
2022
Q1 		– Sell
-870
Closed -$49K – 232
2021
Q4 		$49K Buy
+870
New +$45.9K 0.04% 95

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Level Financial Advisors's AVRE Position: Q2 2026 in Review

Level Financial Advisors reduced its Avantis Real Estate ETF (AVRE) stake by 0.05% in Q2 2026, selling an estimated $3.92K and leaving 173,162 shares worth $8.2M. The position accounts for 1.83% of the portfolio, ranked #17.

Level Financial Advisors first reported a position in AVRE in Q4 2021 and has held it in 18 quarters since. 29 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Level Financial Advisors held 173,162 shares of Avantis Real Estate ETF worth $8.2M as of Q2 2026.
  • Level Financial Advisors sold 83 Avantis Real Estate ETF shares in Q2 2026, an estimated $3.92K.
  • Avantis Real Estate ETF made up 1.83% of Level Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Level Financial Advisors first reported a position in Avantis Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • 29 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.