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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
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

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Quarry Hill Advisors's AVRE Position: Q1 2026 in Review

Quarry Hill Advisors increased its Avantis Real Estate ETF (AVRE) stake by 10% in Q1 2026, buying an estimated $670K and bringing the position to 159,262 shares worth $7.64M. The position accounts for 3.14% of the portfolio, ranked #8.

Quarry Hill Advisors first reported a position in AVRE in Q4 2022 and has held it in 14 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Quarry Hill Advisors held 159,262 shares of Avantis Real Estate ETF worth $7.64M as of Q1 2026.
  • Quarry Hill Advisors bought 14,797 Avantis Real Estate ETF shares in Q1 2026, an estimated $670K.
  • Avantis Real Estate ETF made up 3.14% of Quarry Hill Advisors's portfolio in Q1 2026, its #8 holding.
  • Quarry Hill Advisors first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Quarry Hill Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.