Mariner
AVRE icon

Mariner’s Avantis Real Estate ETF AVRE Stock Holding History

Mariner’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 		– Sell
-14,590
Closed -$642K – 3541
2026
Q1 		$642K Buy
14,590
+848
+6% +$38.4K ﹤0.01% 2296
2025
Q4 		$598K Buy
13,742
+239
+2% +$10.5K ﹤0.01% 2330
2025
Q3 		$601K Buy
13,503
+773
+6% +$34.3K ﹤0.01% 2284
2025
Q2 		$562K Buy
12,730
+1,042
+9% +$45.1K ﹤0.01% 2232
2025
Q1 		$503K Buy
11,688
+700
+6% +$30K ﹤0.01% 2206
2024
Q4 		$461K Buy
10,988
+267
+2% +$11.9K ﹤0.01% 2264
2024
Q3 		$505K Buy
10,721
+956
+10% +$42.9K ﹤0.01% 2118
2024
Q2 		$403K Buy
9,765
+1,086
+13% +$44.3K ﹤0.01% 2220
2024
Q1 		$367K Buy
8,679
+258
+3% +$10.8K ﹤0.01% 2276
2023
Q4 		$365K Buy
+8,421
New +$330K ﹤0.01% 2177

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

Mariner's AVRE Position: Q2 2026 in Review

Mariner sold out of Avantis Real Estate ETF (AVRE) in Q2 2026, closing a stake of 14,590 shares — an estimated $642K sold.

Mariner first reported a position in AVRE in Q4 2023 and held it in 10 quarters. The position peaked at $642K in Q1 2026. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Mariner reported no remaining Avantis Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 14,590 Avantis Real Estate ETF shares in Q2 2026, an estimated $642K.
  • Mariner first reported a position in Avantis Real Estate ETF in Q4 2023 and held it in 10 quarters.
  • Mariner's Avantis Real Estate ETF position peaked at $642K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.