TIM
AVRE icon

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

Tortoise 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 		$304K Sell
6,410
-2,000
-24% -$94.4K 0.02% 207
2026
Q1 		$370K Buy
+8,410
New +$381K 0.03% 187
2025
Q4 		– Sell
-4,825
Closed -$215K – 338
2025
Q3 		$215K Buy
4,825
+900
+23% +$40K 0.02% 223
2025
Q2 		$173K Hold
3,925
– – 0.02% 237
2025
Q1 		$169K Hold
3,925
– – 0.02% 229
2024
Q4 		$165K Hold
3,925
– – 0.02% 249
2024
Q3 		$185K Hold
3,925
– – 0.02% 236
2024
Q2 		$162K Hold
3,925
– – 0.02% 244
2024
Q1 		$166K Hold
3,925
– – 0.02% 243
2023
Q4 		$170K Hold
3,925
– – 0.02% 227
2023
Q3 		$147K Sell
3,925
-500
-11% -$20.3K 0.02% 229
2023
Q2 		$181K Buy
4,425
+105
+2% +$4.31K 0.03% 206
2023
Q1 		$179K Buy
+4,320
New +$184K 0.03% 201

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

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

Tortoise Investment Management reduced its Avantis Real Estate ETF (AVRE) stake by 24% in Q2 2026, selling an estimated $94.4K and leaving 6,410 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #207.

Tortoise Investment Management first reported a position in AVRE in Q1 2023 and has held it in 13 quarters since. The position peaked at $370K in Q1 2026. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Tortoise Investment Management held 6,410 shares of Avantis Real Estate ETF worth $304K as of Q2 2026.
  • Tortoise Investment Management sold 2,000 Avantis Real Estate ETF shares in Q2 2026, an estimated $94.4K.
  • Avantis Real Estate ETF made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #207 holding.
  • Tortoise Investment Management first reported a position in Avantis Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • Tortoise Investment Management's Avantis Real Estate ETF position peaked at $370K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.