TandemGrowth Financial Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

TandemGrowth Financial Advisors’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	$209K	Buy	+4,409	New	+$208K	0.17%	27

Other funds holding AVRE

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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

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

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

TandemGrowth Financial Advisors's AVRE Position: Q2 2026 in Review

TandemGrowth Financial Advisors opened a new position in Avantis Real Estate ETF (AVRE) in Q2 2026: 4,409 shares worth $209K. The stake represents 0.17% of the portfolio and ranks #27 among its holdings.

155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

TandemGrowth Financial Advisors held 4,409 shares of Avantis Real Estate ETF worth $209K as of Q2 2026.
Avantis Real Estate ETF was a new TandemGrowth Financial Advisors position in Q2 2026.
Avantis Real Estate ETF made up 0.17% of TandemGrowth Financial Advisors's portfolio in Q2 2026, its #27 holding.
155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on TandemGrowth Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.