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Old Mission Capital’s Avantis Real Estate ETF AVRE Stock Holding History

Old Mission Capital’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
2025
Q2 		– Sell
-15,008
Closed -$645K – 1057
2025
Q1 		$645K Buy
+15,008
New +$643K 0.01% 524
2024
Q4 		– Sell
-9,331
Closed -$440K – 921
2024
Q3 		$440K Buy
+9,331
New +$419K 0.01% 800
2024
Q2 		– Sell
-9,856
Closed -$417K – 1320
2024
Q1 		$417K Buy
+9,856
New +$412K 0.01% 796
2023
Q3 		– Sell
-18,785
Closed -$769K – 1291
2023
Q2 		$769K Buy
+18,785
New +$771K 0.02% 516

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Old Mission Capital's AVRE Position: Q2 2025 in Review

Old Mission Capital sold out of Avantis Real Estate ETF (AVRE) in Q2 2025, closing a stake of 15,008 shares — an estimated $645K sold.

Old Mission Capital first reported a position in AVRE in Q2 2023 and held it in 4 quarters. The position peaked at $769K in Q2 2023. 133 funds tracked by Wall St. Rank hold AVRE as of Q2 2025.

  • Old Mission Capital reported no remaining Avantis Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Old Mission Capital sold 15,008 Avantis Real Estate ETF shares in Q2 2025, an estimated $645K.
  • Old Mission Capital first reported a position in Avantis Real Estate ETF in Q2 2023 and held it in 4 quarters.
  • Old Mission Capital's Avantis Real Estate ETF position peaked at $769K in Q2 2023.
  • 133 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2025.

Based on Old Mission Capital's 13F filing for Q2 2025, filed 14 Aug 2025.