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OneDigital Investment Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

OneDigital Investment Advisors’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 		$4.25M Buy
89,648
+1,627
+2% +$76.8K 0.04% 339
2026
Q1 		$3.87M Buy
88,021
+3,169
+4% +$143K 0.04% 318
2025
Q4 		$3.69M Sell
84,852
-3,751
-4% -$165K 0.04% 326
2025
Q3 		$3.94M Sell
88,603
-10,058
-10% -$447K 0.04% 284
2025
Q2 		$4.36M Sell
98,661
-18,491
-16% -$800K 0.05% 264
2025
Q1 		$5.04M Sell
117,152
-4,028
-3% -$173K 0.06% 230
2024
Q4 		$5.08M Sell
121,180
-730
-0.6% -$32.6K 0.06% 238
2024
Q3 		$5.75M Buy
121,910
+158
+0.1% +$7.09K 0.07% 229
2024
Q2 		$5.02M Buy
121,752
+1,274
+1% +$52K 0.06% 233
2024
Q1 		$5.09M Sell
120,478
-67
-0.1% -$2.8K 0.08% 198
2023
Q4 		$5.22M Buy
120,545
+49,564
+70% +$1.94M 0.09% 180
2023
Q3 		$2.67M Buy
70,981
+10,016
+16% +$406K 0.06% 226
2023
Q2 		$2.5M Buy
+60,965
New +$2.5M 0.06% 237

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

OneDigital Investment Advisors's AVRE Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Avantis Real Estate ETF (AVRE) stake by 1.8% in Q2 2026, buying an estimated $76.8K and bringing the position to 89,648 shares worth $4.25M. The position accounts for 0.04% of the portfolio, ranked #339.

OneDigital Investment Advisors first reported a position in AVRE in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.75M in Q3 2024. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • OneDigital Investment Advisors held 89,648 shares of Avantis Real Estate ETF worth $4.25M as of Q2 2026.
  • OneDigital Investment Advisors bought 1,627 Avantis Real Estate ETF shares in Q2 2026, an estimated $76.8K.
  • Avantis Real Estate ETF made up 0.04% of OneDigital Investment Advisors's portfolio in Q2 2026, its #339 holding.
  • OneDigital Investment Advisors first reported a position in Avantis Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • OneDigital Investment Advisors's Avantis Real Estate ETF position peaked at $5.75M in Q3 2024.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.