Morgan Stanley’s Avantis Real Estate ETF AVRE Stock Holding History

Morgan Stanley’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	$11.6K	Buy	245 +1	+0.4%	+$47	﹤0.01%	6997
2026 Q1	$10.7K	Sell	244 -1,014	-81%	-$45.9K	﹤0.01%	6916
2025 Q4	$54.8K	Buy	1,258 +602	+92%	+$26.5K	﹤0.01%	6405
2025 Q3	$29.2K	Buy	656 +518	+375%	+$23K	﹤0.01%	6575
2025 Q2	$6.09K	Sell	138 -1	-0.7%	-$43	﹤0.01%	6981
2025 Q1	$5.99K	Buy	139 +1	+0.7%	+$43	﹤0.01%	6945
2024 Q4	$5.79K	Hold	138	–	–	﹤0.01%	6971
2024 Q3	$6.5K	Buy	138 +137	+13,700%	+$6.15K	﹤0.01%	6838
2024 Q2	$56	Sell	1 -101	-99%	-$4.12K	﹤0.01%	7460
2024 Q1	$4.31K	Sell	102 -1	-1%	-$42	﹤0.01%	6928
2023 Q4	$4.46K	Buy	103 +1	+1%	+$39	﹤0.01%	6858
2023 Q3	$3.83K	Buy	+102	New	+$4.14K	﹤0.01%	6976

Other funds holding AVRE

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FPI

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 $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

Morgan Stanley's AVRE Position: Q2 2026 in Review

Morgan Stanley increased its Avantis Real Estate ETF (AVRE) stake by 0.41% in Q2 2026, buying an estimated $47 and bringing the position to 245 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6997.

Morgan Stanley first reported a position in AVRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $54.8K in Q4 2025. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

Morgan Stanley held 245 shares of Avantis Real Estate ETF worth $11.6K as of Q2 2026.
Morgan Stanley bought 1 Avantis Real Estate ETF share in Q2 2026, an estimated $47.
Avantis Real Estate ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6997 holding.
Morgan Stanley first reported a position in Avantis Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
Morgan Stanley's Avantis Real Estate ETF position peaked at $54.8K in Q4 2025.
155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

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