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Modera Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Modera Wealth Management’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 		$645K Buy
+13,620
New +$643K 0.01% 411

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

Modera Wealth Management's AVRE Position: Q2 2026 in Review

Modera Wealth Management opened a new position in Avantis Real Estate ETF (AVRE) in Q2 2026: 13,620 shares worth $645K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings.

155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Modera Wealth Management held 13,620 shares of Avantis Real Estate ETF worth $645K as of Q2 2026.
  • Avantis Real Estate ETF was a new Modera Wealth Management position in Q2 2026.
  • Avantis Real Estate ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #411 holding.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.