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TCI Wealth Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

TCI Wealth 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
Q1 		$1.25M Buy
28,478
+9,056
+47% +$410K 0.07% 85
2025
Q4 		$845K Buy
19,422
+4
+0% +$176 0.05% 112
2025
Q3 		$864K Sell
19,418
-3,525
-15% -$157K 0.05% 109
2025
Q2 		$1.01M Buy
+22,943
New +$993K 0.07% 99
2023
Q2 		– Sell
-1,826
Closed -$75.7K – 382
2023
Q1 		$75.7K Hold
1,826
– – 0.01% 331
2022
Q4 		$75.1K Buy
+1,826
New +$74K 0.01% 316

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

TCI Wealth Advisors's AVRE Position: Q1 2026 in Review

TCI Wealth Advisors increased its Avantis Real Estate ETF (AVRE) stake by 47% in Q1 2026, buying an estimated $410K and bringing the position to 28,478 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #85.

TCI Wealth Advisors first reported a position in AVRE in Q4 2022 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • TCI Wealth Advisors held 28,478 shares of Avantis Real Estate ETF worth $1.25M as of Q1 2026.
  • TCI Wealth Advisors bought 9,056 Avantis Real Estate ETF shares in Q1 2026, an estimated $410K.
  • Avantis Real Estate ETF made up 0.07% of TCI Wealth Advisors's portfolio in Q1 2026, its #85 holding.
  • TCI Wealth Advisors first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 6 quarters since.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.