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Private Trust Company’s Avantis Real Estate ETF AVRE Stock Holding History

Private Trust Company’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 		$5.45K Buy
+115
New +$5.43K ﹤0.01% 2265

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

Private Trust Company's AVRE Position: Q2 2026 in Review

Private Trust Company opened a new position in Avantis Real Estate ETF (AVRE) in Q2 2026: 115 shares worth $5.45K. The stake represents ﹤0.01% of the portfolio and ranks #2265 among its holdings.

155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Private Trust Company held 115 shares of Avantis Real Estate ETF worth $5.45K as of Q2 2026.
  • Avantis Real Estate ETF was a new Private Trust Company position in Q2 2026.
  • Avantis Real Estate ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2265 holding.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.