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Strategic Blueprint’s Avantis Real Estate ETF AVRE Stock Holding History

Strategic Blueprint’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 		$6.22M Sell
131,354
-633
-0.5% -$29.9K 0.31% 83
2026
Q1 		$5.81M Sell
131,987
-4,670
-3% -$211K 0.34% 78
2025
Q4 		$5.95M Sell
136,657
-2,650
-2% -$117K 0.35% 75
2025
Q3 		$6.2M Buy
139,307
+5,904
+4% +$262K 0.27% 93
2025
Q2 		$5.89M Buy
133,403
+10,255
+8% +$444K 0.29% 90
2025
Q1 		$5.3M Buy
123,148
+6,304
+5% +$270K 0.29% 87
2024
Q4 		$4.9M Buy
116,844
+5,359
+5% +$240K 0.29% 85
2024
Q3 		$5.26M Sell
111,485
-962
-0.9% -$43.2K 0.33% 73
2024
Q2 		$4.64M Buy
112,447
+6,427
+6% +$262K 0.31% 80
2024
Q1 		$4.48M Buy
106,020
+4,252
+4% +$178K 0.32% 78
2023
Q4 		$4.41M Buy
101,768
+4,921
+5% +$193K 0.36% 68
2023
Q3 		$3.64M Buy
96,847
+2,224
+2% +$90.2K 0.34% 69
2023
Q2 		$3.87M Buy
94,623
+1,606
+2% +$65.9K 0.37% 61
2023
Q1 		$3.86M Buy
93,017
+6,814
+8% +$290K 0.4% 56
2022
Q4 		$3.54M Buy
86,203
+16,156
+23% +$655K 0.41% 60
2022
Q3 		$2.73M Buy
70,047
+9,514
+16% +$430K 0.33% 78
2022
Q2 		$2.69M Buy
60,533
+13,052
+27% +$632K 0.33% 83
2022
Q1 		$2.5M Buy
47,481
+41,948
+758% +$2.15M 0.29% 85
2021
Q4 		$309K Buy
+5,533
New +$292K 0.04% 374

Other funds holding AVRE

EF
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
LPL Financial
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

Strategic Blueprint's AVRE Position: Q2 2026 in Review

Strategic Blueprint reduced its Avantis Real Estate ETF (AVRE) stake by 0.48% in Q2 2026, selling an estimated $29.9K and leaving 131,354 shares worth $6.22M. The position accounts for 0.31% of the portfolio, ranked #83.

Strategic Blueprint first reported a position in AVRE in Q4 2021 and has held it in 19 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Strategic Blueprint held 131,354 shares of Avantis Real Estate ETF worth $6.22M as of Q2 2026.
  • Strategic Blueprint sold 633 Avantis Real Estate ETF shares in Q2 2026, an estimated $29.9K.
  • Avantis Real Estate ETF made up 0.31% of Strategic Blueprint's portfolio in Q2 2026, its #83 holding.
  • Strategic Blueprint first reported a position in Avantis Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.