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Red Lighthouse Investment Management’s Avantis Real Estate ETF AVRE Stock Holding History

Red Lighthouse Investment Management’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 		$2.63M Hold
55,498
– – 0.78% 18
2026
Q1 		$2.44M Sell
55,498
-592
-1% -$26.8K 0.83% 17
2025
Q4 		$2.44M Sell
56,090
-6,126
-10% -$270K 0.87% 16
2025
Q3 		$2.77M Buy
62,216
+220
+0.4% +$9.77K 0.97% 16
2025
Q2 		$2.74M Sell
61,996
-16,876
-21% -$730K 1.05% 14
2025
Q1 		$3.33M Buy
78,872
+8,519
+12% +$365K 1.36% 13
2024
Q4 		$2.95M Buy
70,353
+1,678
+2% +$75K 1.17% 13
2024
Q3 		$3.24M Buy
68,675
+47
+0.1% +$2.11K 1.27% 12
2024
Q2 		$2.83M Sell
68,628
-10,244
-13% -$418K 1.18% 13
2024
Q1 		$3.33M Buy
78,872
+60
+0.1% +$2.5K 1.34% 13
2023
Q4 		$3.41M Buy
78,812
+4,333
+6% +$170K 1.43% 13
2023
Q3 		$2.8M Buy
74,479
+1,730
+2% +$70.2K 1.32% 13
2023
Q2 		$2.98M Buy
72,749
+7,621
+12% +$313K 1.36% 13
2023
Q1 		$2.7M Sell
65,128
-4,148
-6% -$177K 1.31% 13
2022
Q4 		$2.85M Buy
+69,276
New +$2.81M 1.44% 13

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

Red Lighthouse Investment Management's AVRE Position: Q2 2026 in Review

Red Lighthouse Investment Management held its Avantis Real Estate ETF (AVRE) position steady in Q2 2026 at 55,498 shares worth $2.63M. The position accounts for 0.78% of the portfolio, ranked #18.

Red Lighthouse Investment Management first reported a position in AVRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.41M in Q4 2023. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Red Lighthouse Investment Management held 55,498 shares of Avantis Real Estate ETF worth $2.63M as of Q2 2026.
  • Red Lighthouse Investment Management left its Avantis Real Estate ETF share count unchanged in Q2 2026.
  • Avantis Real Estate ETF made up 0.78% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #18 holding.
  • Red Lighthouse Investment Management first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Red Lighthouse Investment Management's Avantis Real Estate ETF position peaked at $3.41M in Q4 2023.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.