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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

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
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
SWM
Seaside Wealth Management Carlsbad, California $405M AUM 21.43% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 89 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.
  • 89 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.