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Simplicity Wealth’s Avantis Real Estate ETF AVRE Stock Holding History

Simplicity Wealth’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 		$4.92M Sell
111,705
-36
-0% -$1.63K 0.28% 84
2025
Q4 		$4.86M Buy
111,741
+6,257
+6% +$276K 0.29% 77
2025
Q3 		$4.69M Sell
105,484
-102,092
-49% -$4.54M 0.27% 82
2025
Q2 		$9.17M Buy
207,576
+110,301
+113% +$4.77M 0.38% 59
2025
Q1 		$4.18M Buy
+97,275
New +$4.17M 0.33% 68
2024
Q4 		– Sell
-70,392
Closed -$3.32M – 336
2024
Q3 		$3.32M Buy
70,392
+62,804
+828% +$2.82M 0.31% 72
2024
Q2 		$313K Buy
+7,588
New +$309K 0.01% 932

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

Simplicity Wealth's AVRE Position: Q1 2026 in Review

Simplicity Wealth reduced its Avantis Real Estate ETF (AVRE) stake by 0.03% in Q1 2026, selling an estimated $1.63K and leaving 111,705 shares worth $4.92M. The position accounts for 0.28% of the portfolio, ranked #84.

Simplicity Wealth first reported a position in AVRE in Q2 2024 and has held it in 7 quarters since. The position peaked at $9.17M in Q2 2025. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Simplicity Wealth held 111,705 shares of Avantis Real Estate ETF worth $4.92M as of Q1 2026.
  • Simplicity Wealth sold 36 Avantis Real Estate ETF shares in Q1 2026, an estimated $1.63K.
  • Avantis Real Estate ETF made up 0.28% of Simplicity Wealth's portfolio in Q1 2026, its #84 holding.
  • Simplicity Wealth first reported a position in Avantis Real Estate ETF in Q2 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Avantis Real Estate ETF position peaked at $9.17M in Q2 2025.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.