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Synergy Investment Management’s Avantis Real Estate ETF AVRE Stock Holding History

Synergy Investment Management’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 		$13.9K Buy
293
+3
+1% +$142 ﹤0.01% 578
2026
Q1 		$12.8K Buy
+290
New +$13.1K ﹤0.01% 467
2025
Q2 		– Sell
-280
Closed -$12K – 110
2025
Q1 		$12K Buy
280
+2
+0.7% +$86 0.01% 364
2024
Q4 		$11.6K Buy
+278
New +$12.4K 0.01% 378

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

Synergy Investment Management's AVRE Position: Q2 2026 in Review

Synergy Investment Management increased its Avantis Real Estate ETF (AVRE) stake by 1% in Q2 2026, buying an estimated $142 and bringing the position to 293 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Synergy Investment Management first reported a position in AVRE in Q4 2024 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Synergy Investment Management held 293 shares of Avantis Real Estate ETF worth $13.9K as of Q2 2026.
  • Synergy Investment Management bought 3 Avantis Real Estate ETF shares in Q2 2026, an estimated $142.
  • Avantis Real Estate ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #578 holding.
  • Synergy Investment Management first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.