MBFW
AVRE icon

Morton Brown Family Wealth’s Avantis Real Estate ETF AVRE Stock Holding History

Morton Brown Family Wealth’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 		$464K Buy
9,803
+127
+1% +$5.99K 0.11% 38
2026
Q1 		$426K Sell
9,676
-80
-0.8% -$3.62K 0.11% 37
2025
Q4 		$425K Sell
9,756
-49
-0.5% -$2.16K 0.12% 37
2025
Q3 		$436K Buy
9,805
+36
+0.4% +$1.6K 0.13% 35
2025
Q2 		$431K Buy
9,769
+371
+4% +$16.1K 0.13% 36
2025
Q1 		$404K Buy
9,398
+15
+0.2% +$643 0.14% 36
2024
Q4 		$393K Buy
9,383
+1,744
+23% +$78K 0.14% 38
2024
Q3 		$360K Buy
7,639
+332
+5% +$14.9K 0.13% 42
2024
Q2 		$318K Buy
7,307
+2,813
+63% +$115K 0.13% 42
2024
Q1 		$190K Sell
4,494
-2,695
-37% -$113K 0.08% 55
2023
Q4 		$311K Buy
7,189
+4,730
+192% +$185K 0.14% 42
2023
Q3 		$92.4K Buy
+2,459
New +$99.7K 0.05% 62

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

Morton Brown Family Wealth's AVRE Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Avantis Real Estate ETF (AVRE) stake by 1.3% in Q2 2026, buying an estimated $5.99K and bringing the position to 9,803 shares worth $464K. The position accounts for 0.11% of the portfolio, ranked #38.

Morton Brown Family Wealth first reported a position in AVRE in Q3 2023 and has held it in 12 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Morton Brown Family Wealth held 9,803 shares of Avantis Real Estate ETF worth $464K as of Q2 2026.
  • Morton Brown Family Wealth bought 127 Avantis Real Estate ETF shares in Q2 2026, an estimated $5.99K.
  • Avantis Real Estate ETF made up 0.11% of Morton Brown Family Wealth's portfolio in Q2 2026, its #38 holding.
  • Morton Brown Family Wealth first reported a position in Avantis Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.