QFA
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Quantum Financial Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Quantum Financial 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 		$21.6M Buy
455,253
+31,011
+7% +$1.46M 2.13% 11
2026
Q1 		$18.7M Buy
424,242
+14,683
+4% +$664K 2.1% 12
2025
Q4 		$17.8M Buy
409,559
+24,568
+6% +$1.08M 2% 12
2025
Q3 		$17.1M Buy
384,991
+22,192
+6% +$986K 2.09% 13
2025
Q2 		$16M Sell
362,799
-3,137
-0.9% -$136K 2.17% 14
2025
Q1 		$15.7M Buy
365,936
+700
+0.2% +$30K 2.35% 14
2024
Q4 		$15.3M Sell
365,236
-20,956
-5% -$937K 2.33% 14
2024
Q3 		$18.2M Buy
386,192
+10,911
+3% +$490K 2.85% 10
2024
Q2 		$15.5M Sell
375,281
-10,196
-3% -$416K 2.72% 11
2024
Q1 		$16.3M Sell
385,477
-98,647
-20% -$4.12M 3% 9
2023
Q4 		$21M Sell
484,124
-476,615
-50% -$18.7M 5.11% 6
2023
Q3 		$36.1M Sell
960,739
-8,061
-0.8% -$327K 10.61% 3
2023
Q2 		$39.7M Sell
968,800
-199,277
-17% -$8.18M 11.67% 3
2023
Q1 		$48.4M Buy
1,168,077
+5,369
+0.5% +$229K 15.24% 1
2022
Q4 		$47.8M Buy
1,162,708
+150,811
+15% +$6.11M 21.52% 1
2022
Q3 		$39.5M Buy
1,011,897
+41,955
+4% +$1.9M 17.51% 1
2022
Q2 		$47.1M Buy
+969,942
New +$46.9M 17.68% 1

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Quantum Financial Advisors's AVRE Position: Q2 2026 in Review

Quantum Financial Advisors increased its Avantis Real Estate ETF (AVRE) stake by 7.3% in Q2 2026, buying an estimated $1.46M and bringing the position to 455,253 shares worth $21.6M. The position accounts for 2.13% of the portfolio, ranked #11.

Quantum Financial Advisors first reported a position in AVRE in Q2 2022 and has held it in 17 quarters since. The position peaked at $48.4M in Q1 2023. 29 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Quantum Financial Advisors held 455,253 shares of Avantis Real Estate ETF worth $21.6M as of Q2 2026.
  • Quantum Financial Advisors bought 31,011 Avantis Real Estate ETF shares in Q2 2026, an estimated $1.46M.
  • Avantis Real Estate ETF made up 2.13% of Quantum Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Quantum Financial Advisors first reported a position in Avantis Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
  • Quantum Financial Advisors's Avantis Real Estate ETF position peaked at $48.4M in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.