LPL Financial
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LPL Financial’s Avantis Real Estate ETF AVRE Stock Holding History

LPL Financial’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
Q1 		$13.3M Buy
301,299
+43,501
+17% +$1.97M ﹤0.01% 1771
2025
Q4 		$11.2M Buy
257,798
+39,895
+18% +$1.76M ﹤0.01% 1836
2025
Q3 		$9.69M Buy
217,903
+37,940
+21% +$1.69M ﹤0.01% 1893
2025
Q2 		$7.95M Buy
179,963
+27,551
+18% +$1.19M ﹤0.01% 1927
2025
Q1 		$6.56M Sell
152,412
-1,465
-1% -$62.8K ﹤0.01% 1925
2024
Q4 		$6.45M Buy
153,877
+46,787
+44% +$2.09M ﹤0.01% 1861
2024
Q3 		$5.05M Buy
107,090
+38,879
+57% +$1.74M ﹤0.01% 1986
2024
Q2 		$2.81M Buy
68,211
+3,372
+5% +$138K ﹤0.01% 2312
2024
Q1 		$2.74M Buy
64,839
+4,015
+7% +$168K ﹤0.01% 2263
2023
Q4 		$2.63M Buy
60,824
+15,507
+34% +$607K ﹤0.01% 2177
2023
Q3 		$1.7M Buy
45,317
+21,894
+93% +$888K ﹤0.01% 2436
2023
Q2 		$959K Buy
23,423
+1,998
+9% +$82K ﹤0.01% 2868
2023
Q1 		$888K Buy
21,425
+1,966
+10% +$83.7K ﹤0.01% 2845
2022
Q4 		$800K Buy
+19,459
New +$789K ﹤0.01% 2820

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

LPL Financial's AVRE Position: Q1 2026 in Review

LPL Financial increased its Avantis Real Estate ETF (AVRE) stake by 17% in Q1 2026, buying an estimated $1.97M and bringing the position to 301,299 shares worth $13.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

LPL Financial first reported a position in AVRE in Q4 2022 and has held it in 14 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • LPL Financial held 301,299 shares of Avantis Real Estate ETF worth $13.3M as of Q1 2026.
  • LPL Financial bought 43,501 Avantis Real Estate ETF shares in Q1 2026, an estimated $1.97M.
  • Avantis Real Estate ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1771 holding.
  • LPL Financial first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.