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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
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 $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

Red Lighthouse Investment Management's AVRE Position: Q1 2026 in Review

Red Lighthouse Investment Management reduced its Avantis Real Estate ETF (AVRE) stake by 1.1% in Q1 2026, selling an estimated $26.8K and leaving 55,498 shares worth $2.44M. The position accounts for 0.83% of the portfolio, ranked #17.

Red Lighthouse Investment Management first reported a position in AVRE in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.41M in Q4 2023. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Red Lighthouse Investment Management held 55,498 shares of Avantis Real Estate ETF worth $2.44M as of Q1 2026.
  • Red Lighthouse Investment Management sold 592 Avantis Real Estate ETF shares in Q1 2026, an estimated $26.8K.
  • Avantis Real Estate ETF made up 0.83% of Red Lighthouse Investment Management's portfolio in Q1 2026, its #17 holding.
  • Red Lighthouse Investment Management first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • Red Lighthouse Investment Management's Avantis Real Estate ETF position peaked at $3.41M in Q4 2023.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.