Sequoia Financial Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Sequoia 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	$48.9M	Buy	1,031,592 +43,925	+4%	+$2.07M	0.24%	71
2026 Q1	$43.5M	Buy	987,667 +620,655	+169%	+$28.1M	0.24%	75
2025 Q4	$16M	Buy	367,012 +129,258	+54%	+$5.7M	0.09%	155
2025 Q3	$10.6M	Buy	237,754 +113,170	+91%	+$5.03M	0.06%	191
2025 Q2	$5.5M	Sell	124,584 -145	-0.1%	-$6.28K	0.04%	264
2025 Q1	$5.36M	Buy	+124,729	New	+$5.34M	0.04%	262

Other funds holding AVRE

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $1.05B AUM

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

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

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

Sequoia Financial Advisors's AVRE Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Avantis Real Estate ETF (AVRE) stake by 4.4% in Q2 2026, buying an estimated $2.07M and bringing the position to 1,031,592 shares worth $48.9M. The position accounts for 0.24% of the portfolio, ranked #71.

Sequoia Financial Advisors first reported a position in AVRE in Q1 2025 and has held it in 6 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

Sequoia Financial Advisors held 1,031,592 shares of Avantis Real Estate ETF worth $48.9M as of Q2 2026.
Sequoia Financial Advisors bought 43,925 Avantis Real Estate ETF shares in Q2 2026, an estimated $2.07M.
Avantis Real Estate ETF made up 0.24% of Sequoia Financial Advisors's portfolio in Q2 2026, its #71 holding.
Sequoia Financial Advisors first reported a position in Avantis Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.