LexAurum Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

LexAurum 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	$13.5M	Sell	285,497 -1,143	-0.4%	-$53.9K	1.56%	13
2026 Q1	$12.6M	Buy	+286,640	New	+$13M	1.64%	13
2025 Q3	$9.85M	Buy	221,538 +21,909	+11%	+$973K	1.4%	16
2025 Q2	$8.82M	Buy	199,629 +63,794	+47%	+$2.76M	1.39%	15
2025 Q1	$5.84M	Buy	135,835 +10,847	+9%	+$465K	1.12%	23
2024 Q4	$5.24M	Buy	+124,988	New	+$5.59M	1.04%	25

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

PWS

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

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

LexAurum Advisors's AVRE Position: Q2 2026 in Review

LexAurum Advisors reduced its Avantis Real Estate ETF (AVRE) stake by 0.4% in Q2 2026, selling an estimated $53.9K and leaving 285,497 shares worth $13.5M. The position accounts for 1.56% of the portfolio, ranked #13.

LexAurum Advisors first reported a position in AVRE in Q4 2024 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

LexAurum Advisors held 285,497 shares of Avantis Real Estate ETF worth $13.5M as of Q2 2026.
LexAurum Advisors sold 1,143 Avantis Real Estate ETF shares in Q2 2026, an estimated $53.9K.
Avantis Real Estate ETF made up 1.56% of LexAurum Advisors's portfolio in Q2 2026, its #13 holding.
LexAurum Advisors first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
29 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

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