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ShankerValleau Wealth Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

ShankerValleau Wealth 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 		$18.2M Buy
384,164
+10,520
+3% +$496K 4.8% 7
2026
Q1 		$16.4M Sell
373,644
-10,415
-3% -$471K 4.64% 7
2025
Q4 		$16.7M Buy
384,059
+25,782
+7% +$1.14M 4.53% 7
2025
Q3 		$15.9M Buy
358,277
+20,496
+6% +$910K 4.09% 7
2025
Q2 		$14.9M Buy
337,781
+6,954
+2% +$301K 4.26% 7
2025
Q1 		$14.2M Buy
330,827
+9,325
+3% +$400K 4.62% 7
2024
Q4 		$13.5M Buy
321,502
+39,520
+14% +$1.77M 4.33% 7
2024
Q3 		$13.3M Sell
281,982
-38,744
-12% -$1.74M 4.53% 7
2024
Q2 		$13.2M Buy
320,726
+18,786
+6% +$766K 5.66% 6
2024
Q1 		$12.8M Buy
301,940
+145,624
+93% +$6.08M 5.87% 6
2023
Q4 		$6.77M Buy
156,316
+3,099
+2% +$121K 3.45% 9
2023
Q3 		$5.76M Buy
153,217
+8,573
+6% +$348K 3.24% 9
2023
Q2 		$5.92M Buy
144,644
+16,722
+13% +$686K 3.26% 9
2023
Q1 		$5.3M Buy
127,922
+5,492
+4% +$234K 3.08% 9
2022
Q4 		$5.03M Buy
122,430
+8,273
+7% +$335K 3.12% 9
2022
Q3 		$4.45M Buy
+114,157
New +$5.16M 3.01% 9

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

ShankerValleau Wealth Advisors's AVRE Position: Q2 2026 in Review

ShankerValleau Wealth Advisors increased its Avantis Real Estate ETF (AVRE) stake by 2.8% in Q2 2026, buying an estimated $496K and bringing the position to 384,164 shares worth $18.2M. The position accounts for 4.8% of the portfolio, ranked #7.

ShankerValleau Wealth Advisors first reported a position in AVRE in Q3 2022 and has held it in 16 quarters since. 42 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • ShankerValleau Wealth Advisors held 384,164 shares of Avantis Real Estate ETF worth $18.2M as of Q2 2026.
  • ShankerValleau Wealth Advisors bought 10,520 Avantis Real Estate ETF shares in Q2 2026, an estimated $496K.
  • Avantis Real Estate ETF made up 4.8% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • ShankerValleau Wealth Advisors first reported a position in Avantis Real Estate ETF in Q3 2022 and has held it in 16 quarters since.
  • 42 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.