UBS Group
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UBS Group’s Avantis Real Estate ETF AVRE Stock Holding History

UBS Group’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 		– Sell
-495
Closed -$21.8K – 10439
2026
Q1 		$21.8K Buy
+495
New +$22.4K ﹤0.01% 7873
2025
Q4 		– Sell
-1,039
Closed -$46.2K – 10494
2025
Q3 		$46.2K Hold
1,039
– – ﹤0.01% 7622
2025
Q2 		$45.9K Hold
1,039
– – ﹤0.01% 7844
2025
Q1 		$44.7K Buy
1,039
+571
+122% +$24.5K ﹤0.01% 7674
2024
Q4 		$19.6K Sell
468
-1,853
-80% -$82.8K ﹤0.01% 7885
2024
Q3 		$109K Buy
+2,321
New +$104K ﹤0.01% 6292
2024
Q2 		– Sell
-511
Closed -$21.6K – 9507
2024
Q1 		$21.6K Buy
511
+83
+19% +$3.47K ﹤0.01% 6895
2023
Q4 		$18.5K Buy
+428
New +$16.8K ﹤0.01% 7151
2023
Q3 		– Sell
-1,051
Closed -$43K – 9441
2023
Q2 		$43K Buy
+1,051
New +$43.1K ﹤0.01% 6559
2022
Q2 		– Sell
-133
Closed -$7K – 10299
2022
Q1 		$7K Buy
+133
New +$6.82K ﹤0.01% 8805

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

UBS Group's AVRE Position: Q2 2026 in Review

UBS Group sold out of Avantis Real Estate ETF (AVRE) in Q2 2026, closing a stake of 495 shares — an estimated $21.8K sold.

UBS Group first reported a position in AVRE in Q1 2022 and held it in 10 quarters. The position peaked at $109K in Q3 2024. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • UBS Group reported no remaining Avantis Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 495 Avantis Real Estate ETF shares in Q2 2026, an estimated $21.8K.
  • UBS Group first reported a position in Avantis Real Estate ETF in Q1 2022 and held it in 10 quarters.
  • UBS Group's Avantis Real Estate ETF position peaked at $109K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.