SHFA
AVRE icon

SC&H Financial Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

SC&H 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 		$1.19M Sell
25,174
-1,819
-7% -$85.8K 0.16% 62
2026
Q1 		$1.19M Sell
26,993
-2,345
-8% -$106K 0.18% 59
2025
Q4 		$1.28M Buy
29,338
+622
+2% +$27.4K 0.2% 57
2025
Q3 		$1.28M Buy
28,716
+1,878
+7% +$83.4K 0.21% 56
2025
Q2 		$1.19M Buy
26,838
+1,310
+5% +$56.7K 0.2% 58
2025
Q1 		$1.1M Buy
25,528
+1,844
+8% +$79K 0.22% 57
2024
Q4 		$993K Sell
23,684
-441
-2% -$19.7K 0.21% 59
2024
Q3 		$1.14M Sell
24,125
-595
-2% -$26.7K 0.25% 56
2024
Q2 		$1.02M Sell
24,720
-1,218
-5% -$49.7K 0.25% 55
2024
Q1 		$1.1M Buy
25,938
+1,240
+5% +$51.8K 0.29% 53
2023
Q4 		$1.07M Sell
24,698
-6,278
-20% -$246K 0.31% 50
2023
Q3 		$1.16M Buy
30,976
+3,190
+11% +$129K 0.39% 47
2023
Q2 		$1.14M Buy
27,786
+2,618
+10% +$107K 0.38% 50
2023
Q1 		$1.04M Buy
25,168
+4,913
+24% +$209K 0.38% 51
2022
Q4 		$833K Buy
+20,255
New +$821K 0.35% 62
2022
Q3 		– Sell
-9,717
Closed -$432K – 128
2022
Q2 		$432K Sell
9,717
-1,448
-13% -$70.1K 0.2% 90
2022
Q1 		$587K Buy
+11,165
New +$572K 0.28% 74

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

SC&H Financial Advisors's AVRE Position: Q2 2026 in Review

SC&H Financial Advisors reduced its Avantis Real Estate ETF (AVRE) stake by 6.7% in Q2 2026, selling an estimated $85.8K and leaving 25,174 shares worth $1.19M. The position accounts for 0.16% of the portfolio, ranked #62.

SC&H Financial Advisors first reported a position in AVRE in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.28M in Q3 2025. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • SC&H Financial Advisors held 25,174 shares of Avantis Real Estate ETF worth $1.19M as of Q2 2026.
  • SC&H Financial Advisors sold 1,819 Avantis Real Estate ETF shares in Q2 2026, an estimated $85.8K.
  • Avantis Real Estate ETF made up 0.16% of SC&H Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • SC&H Financial Advisors first reported a position in Avantis Real Estate ETF in Q1 2022 and has held it in 17 quarters since.
  • SC&H Financial Advisors's Avantis Real Estate ETF position peaked at $1.28M in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.