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 Q2	$1.28M	Buy	27,059 +99	+0.4%	+$4.67K	﹤0.01%	1593
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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $1.05B AUM

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $1.27B AUM 14.86% 1-Year Est. Return

Mercer Global Advisors's AVRE Position: Q2 2026 in Review

Mercer Global Advisors increased its Avantis Real Estate ETF (AVRE) stake by 0.37% in Q2 2026, buying an estimated $4.67K and bringing the position to 27,059 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Mercer Global Advisors first reported a position in AVRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.96M in Q1 2025. 156 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

Mercer Global Advisors held 27,059 shares of Avantis Real Estate ETF worth $1.28M as of Q2 2026.
Mercer Global Advisors bought 99 Avantis Real Estate ETF shares in Q2 2026, an estimated $4.67K.
Avantis Real Estate ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1593 holding.
Mercer Global Advisors first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Mercer Global Advisors's Avantis Real Estate ETF position peaked at $4.96M in Q1 2025.
156 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.