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SJS Investment Consulting’s Avantis Real Estate ETF AVRE Stock Holding History

SJS Investment Consulting’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 		$19K Hold
432
– – ﹤0.01% 683
2025
Q4 		$18.8K Hold
432
– – ﹤0.01% 643
2025
Q3 		$19.2K Hold
432
– – ﹤0.01% 531
2025
Q2 		$19.1K Sell
432
-2,062
-83% -$89.2K ﹤0.01% 285
2025
Q1 		$107K Buy
2,494
+616
+33% +$26.4K 0.02% 134
2024
Q4 		$78.7K Buy
+1,878
New +$84K 0.01% 155
2023
Q1 		– Sell
-76
Closed -$3.14K – 1585
2022
Q4 		$3.14K Hold
76
– – ﹤0.01% 461
2022
Q3 		$3K Buy
+76
New +$3.44K ﹤0.01% 373

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

SJS Investment Consulting's AVRE Position: Q1 2026 in Review

SJS Investment Consulting held its Avantis Real Estate ETF (AVRE) position steady in Q1 2026 at 432 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

SJS Investment Consulting first reported a position in AVRE in Q3 2022 and has held it in 8 quarters since. The position peaked at $107K in Q1 2025. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • SJS Investment Consulting held 432 shares of Avantis Real Estate ETF worth $19K as of Q1 2026.
  • SJS Investment Consulting left its Avantis Real Estate ETF share count unchanged in Q1 2026.
  • Avantis Real Estate ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2026, its #683 holding.
  • SJS Investment Consulting first reported a position in Avantis Real Estate ETF in Q3 2022 and has held it in 8 quarters since.
  • SJS Investment Consulting's Avantis Real Estate ETF position peaked at $107K in Q1 2025.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.