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Life Planning Partners’s Avantis Real Estate ETF AVRE Stock Holding History

Life Planning Partners’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 		$1.82M Sell
38,336
-1,089
-3% -$51.4K 1.35% 20
2026
Q1 		$1.74M Buy
39,425
+3,992
+11% +$181K 1.32% 21
2025
Q4 		$1.54M Buy
35,433
+3,793
+12% +$167K 1.18% 22
2025
Q3 		$1.41M Buy
31,640
+2,454
+8% +$109K 1.03% 25
2025
Q2 		$1.29M Buy
29,186
+1,150
+4% +$49.8K 1.03% 26
2025
Q1 		$1.21M Buy
28,036
+1,131
+4% +$48.5K 1.09% 23
2024
Q4 		$1.13M Buy
26,905
+1,746
+7% +$78.1K 1.04% 25
2024
Q3 		$1.19M Buy
+25,159
New +$1.13M 1.06% 24

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

Life Planning Partners's AVRE Position: Q2 2026 in Review

Life Planning Partners reduced its Avantis Real Estate ETF (AVRE) stake by 2.8% in Q2 2026, selling an estimated $51.4K and leaving 38,336 shares worth $1.82M. The position accounts for 1.35% of the portfolio, ranked #20.

Life Planning Partners first reported a position in AVRE in Q3 2024 and has held it in 8 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Life Planning Partners held 38,336 shares of Avantis Real Estate ETF worth $1.82M as of Q2 2026.
  • Life Planning Partners sold 1,089 Avantis Real Estate ETF shares in Q2 2026, an estimated $51.4K.
  • Avantis Real Estate ETF made up 1.35% of Life Planning Partners's portfolio in Q2 2026, its #20 holding.
  • Life Planning Partners first reported a position in Avantis Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.