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 Q2	$5.53M	Buy	116,749 +5,044	+5%	+$238K	0.19%	123
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

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 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

Simplicity Wealth's AVRE Position: Q2 2026 in Review

Simplicity Wealth increased its Avantis Real Estate ETF (AVRE) stake by 4.5% in Q2 2026, buying an estimated $238K and bringing the position to 116,749 shares worth $5.53M. The position accounts for 0.19% of the portfolio, ranked #123.

Simplicity Wealth first reported a position in AVRE in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.17M in Q2 2025. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

Simplicity Wealth held 116,749 shares of Avantis Real Estate ETF worth $5.53M as of Q2 2026.
Simplicity Wealth bought 5,044 Avantis Real Estate ETF shares in Q2 2026, an estimated $238K.
Avantis Real Estate ETF made up 0.19% of Simplicity Wealth's portfolio in Q2 2026, its #123 holding.
Simplicity Wealth first reported a position in Avantis Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
Simplicity Wealth's Avantis Real Estate ETF position peaked at $9.17M in Q2 2025.
155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.