Seaside Wealth Management
AVRE icon

Seaside Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Seaside Wealth 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 		$13.7M Buy
289,183
+15,772
+6% +$744K 3.39% 8
2026
Q1 		$12M Buy
273,411
+7,766
+3% +$351K 3.39% 9
2025
Q4 		$11.6M Buy
265,645
+28,877
+12% +$1.27M 3.3% 9
2025
Q3 		$10.5M Buy
236,768
+6,945
+3% +$309K 3.13% 9
2025
Q2 		$10.1M Buy
229,823
+8,436
+4% +$365K 3.23% 9
2025
Q1 		$9.5M Buy
221,387
+11,879
+6% +$509K 3.4% 9
2024
Q4 		$8.78M Buy
209,508
+16,552
+9% +$740K 3.21% 9
2024
Q3 		$9.1M Buy
192,956
+7,316
+4% +$328K 3.44% 8
2024
Q2 		$7.65M Buy
185,640
+7,321
+4% +$299K 3.17% 8
2024
Q1 		$7.54M Buy
178,319
+4,536
+3% +$189K 3.22% 9
2023
Q4 		$7.53M Buy
173,783
+8,019
+5% +$314K 3.44% 9
2023
Q3 		$6.23M Buy
165,764
+11,927
+8% +$484K 3.16% 9
2023
Q2 		$6.3M Buy
+153,837
New +$6.31M 3.26% 8

Other funds holding AVRE

Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Sequoia Financial Advisors
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
Financial Plan Inc
Financial Plan Inc Bellingham, Washington $1.05B AUM
Nicolet Bankshares
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
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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 $578M AUM 24.83% 1-Year Est. Return
Hill Investment Group Partners
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Seaside Wealth Management's AVRE Position: Q2 2026 in Review

Seaside Wealth Management increased its Avantis Real Estate ETF (AVRE) stake by 5.8% in Q2 2026, buying an estimated $744K and bringing the position to 289,183 shares worth $13.7M. The position accounts for 3.39% of the portfolio, ranked #8.

Seaside Wealth Management first reported a position in AVRE in Q2 2023 and has held it in 13 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Seaside Wealth Management held 289,183 shares of Avantis Real Estate ETF worth $13.7M as of Q2 2026.
  • Seaside Wealth Management bought 15,772 Avantis Real Estate ETF shares in Q2 2026, an estimated $744K.
  • Avantis Real Estate ETF made up 3.39% of Seaside Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Seaside Wealth Management first reported a position in Avantis Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.