Morgan Stanley
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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
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
-104
-50% -$4.34K ﹤0.01% 6928
2023
Q4 		$8.92K Buy
206
+104
+102% +$4.07K ﹤0.01% 6858
2023
Q3 		$3.83K Buy
+102
New +$4.14K ﹤0.01% 6976

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

Morgan Stanley's AVRE Position: Q1 2026 in Review

Morgan Stanley reduced its Avantis Real Estate ETF (AVRE) stake by 81% in Q1 2026, selling an estimated $45.9K and leaving 244 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6916.

Morgan Stanley first reported a position in AVRE in Q3 2023 and has held it in 11 quarters since. The position peaked at $54.8K in Q4 2025. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Morgan Stanley held 244 shares of Avantis Real Estate ETF worth $10.7K as of Q1 2026.
  • Morgan Stanley sold 1,014 Avantis Real Estate ETF shares in Q1 2026, an estimated $45.9K.
  • Avantis Real Estate ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6916 holding.
  • Morgan Stanley first reported a position in Avantis Real Estate ETF in Q3 2023 and has held it in 11 quarters since.
  • Morgan Stanley's Avantis Real Estate ETF position peaked at $54.8K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.