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 Q2	$1.17M	Sell	24,615 -3,863	-14%	-$182K	0.05%	102
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

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FPI

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

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

TCI Wealth Advisors's AVRE Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Avantis Real Estate ETF (AVRE) stake by 14% in Q2 2026, selling an estimated $182K and leaving 24,615 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #102.

TCI Wealth Advisors first reported a position in AVRE in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2026. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

TCI Wealth Advisors held 24,615 shares of Avantis Real Estate ETF worth $1.17M as of Q2 2026.
TCI Wealth Advisors sold 3,863 Avantis Real Estate ETF shares in Q2 2026, an estimated $182K.
Avantis Real Estate ETF made up 0.05% of TCI Wealth Advisors's portfolio in Q2 2026, its #102 holding.
TCI Wealth Advisors first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 7 quarters since.
TCI Wealth Advisors's Avantis Real Estate ETF position peaked at $1.25M in Q1 2026.
155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.