Mercer Global Advisors
AVRE icon

Mercer Global Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Mercer Global 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
Q1 		$1.19M Sell
26,960
-269
-1% -$12.2K ﹤0.01% 1475
2025
Q4 		$1.19M Sell
27,229
-6,701
-20% -$295K ﹤0.01% 1366
2025
Q3 		$1.51M Sell
33,930
-6,136
-15% -$273K ﹤0.01% 1160
2025
Q2 		$1.77M Sell
40,066
-75,298
-65% -$3.26M ﹤0.01% 937
2025
Q1 		$4.96M Buy
115,364
+54,344
+89% +$2.33M 0.01% 542
2024
Q4 		$2.56M Buy
+61,020
New +$2.73M 0.01% 754

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 $565M AUM 23.16% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

Mercer Global Advisors's AVRE Position: Q1 2026 in Review

Mercer Global Advisors reduced its Avantis Real Estate ETF (AVRE) stake by 0.99% in Q1 2026, selling an estimated $12.2K and leaving 26,960 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Mercer Global Advisors first reported a position in AVRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.96M in Q1 2025. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Mercer Global Advisors held 26,960 shares of Avantis Real Estate ETF worth $1.19M as of Q1 2026.
  • Mercer Global Advisors sold 269 Avantis Real Estate ETF shares in Q1 2026, an estimated $12.2K.
  • Avantis Real Estate ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1475 holding.
  • Mercer Global Advisors first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • Mercer Global Advisors's Avantis Real Estate ETF position peaked at $4.96M in Q1 2025.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.