MML Investors Services
AVRE icon

MML Investors Services’s Avantis Real Estate ETF AVRE Stock Holding History

MML Investors Services’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 		$2.79M Sell
63,472
-7,940
-11% -$359K 0.01% 1131
2025
Q4 		$3.11M Buy
71,412
+9,330
+15% +$411K 0.01% 1137
2025
Q3 		$2.76M Buy
62,082
+791
+1% +$35.1K 0.01% 1146
2025
Q2 		$2.71M Buy
61,291
+7,226
+13% +$313K 0.01% 1096
2025
Q1 		$2.33M Sell
54,065
-3,768
-7% -$161K 0.01% 1091
2024
Q4 		$2.42M Buy
57,833
+1,785
+3% +$79.8K 0.01% 1030
2024
Q3 		$2.64M Buy
56,048
+6,226
+12% +$279K 0.01% 952
2024
Q2 		$2.05M Sell
49,822
-1,857
-4% -$75.7K 0.01% 1010
2024
Q1 		$2.19M Buy
51,679
+33,708
+188% +$1.41M 0.01% 1008
2023
Q4 		$778K Buy
17,971
+7,828
+77% +$307K ﹤0.01% 1502
2023
Q3 		$381K Buy
10,143
+3,422
+51% +$139K ﹤0.01% 1789
2023
Q2 		$275K Buy
+6,721
New +$276K ﹤0.01% 1979

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

MML Investors Services's AVRE Position: Q1 2026 in Review

MML Investors Services reduced its Avantis Real Estate ETF (AVRE) stake by 11% in Q1 2026, selling an estimated $359K and leaving 63,472 shares worth $2.79M. The position accounts for 0.01% of the portfolio, ranked #1131.

MML Investors Services first reported a position in AVRE in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.11M in Q4 2025. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • MML Investors Services held 63,472 shares of Avantis Real Estate ETF worth $2.79M as of Q1 2026.
  • MML Investors Services sold 7,940 Avantis Real Estate ETF shares in Q1 2026, an estimated $359K.
  • Avantis Real Estate ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1131 holding.
  • MML Investors Services first reported a position in Avantis Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
  • MML Investors Services's Avantis Real Estate ETF position peaked at $3.11M in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.