Quarry Hill Advisors
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Quarry Hill Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Quarry Hill 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
Q3 		$8.12M Buy
183,188
+10,091
+6% +$480K 3.02% 7
2026
Q2 		$8.2M Buy
173,097
+13,835
+9% +$653K 3.15% 9
2026
Q1 		$7.64M Buy
159,262
+14,797
+10% +$670K 3.14% 8
2025
Q4 		$6.29M Buy
144,465
+14,714
+11% +$648K 2.92% 9
2025
Q3 		$5.77M Buy
129,751
+13,748
+12% +$611K 2.96% 9
2025
Q2 		$5.12M Buy
116,003
+1,865
+2% +$80.7K 2.98% 9
2025
Q1 		$4.91M Buy
114,138
+11,078
+11% +$475K 3.19% 7
2024
Q4 		$4.32M Buy
103,060
+6,520
+7% +$291K 2.91% 10
2024
Q3 		$4.55M Buy
96,540
+1,366
+1% +$61.3K 3.05% 8
2024
Q2 		$3.92M Buy
95,174
+10,499
+12% +$428K 2.62% 11
2024
Q1 		$3.58M Buy
84,675
+4,809
+6% +$201K 2.63% 12
2023
Q4 		$3.46M Sell
79,866
-5,771
-7% -$226K 2.81% 10
2023
Q3 		$3.22M Sell
85,637
-8,843
-9% -$359K 2.95% 11
2023
Q2 		$3.87M Buy
94,480
+5,860
+7% +$240K 3.49% 8
2023
Q1 		$3.67M Buy
88,620
+14,611
+20% +$622K 3.46% 9
2022
Q4 		$3.04M Buy
+74,009
New +$3M 3.08% 11

Other funds holding AVRE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return
Hill Investment Group Partners
Hill Investment Group Partners St. Louis, Missouri $1.27B AUM 14.86% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Seaside Wealth Management
Seaside Wealth Management Carlsbad, California $408M AUM 13.85% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Quarry Hill Advisors's AVRE Position: Q3 2026 in Review

Quarry Hill Advisors increased its Avantis Real Estate ETF (AVRE) stake by 5.8% in Q3 2026, buying an estimated $480K and bringing the position to 183,188 shares worth $8.12M. The position accounts for 3.02% of the portfolio, ranked #7.

Quarry Hill Advisors first reported a position in AVRE in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.2M in Q2 2026. 108 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • Quarry Hill Advisors held 183,188 shares of Avantis Real Estate ETF worth $8.12M as of Q3 2026.
  • Quarry Hill Advisors bought 10,091 Avantis Real Estate ETF shares in Q3 2026, an estimated $480K.
  • Avantis Real Estate ETF made up 3.02% of Quarry Hill Advisors's portfolio in Q3 2026, its #7 holding.
  • Quarry Hill Advisors first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 16 quarters since.
  • Quarry Hill Advisors's Avantis Real Estate ETF position peaked at $8.2M in Q2 2026.
  • 108 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Quarry Hill Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.