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Vestment Financial’s Avantis Real Estate ETF AVRE Stock Holding History

Vestment Financial’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 		$7.22M Sell
151,508
-3,303
-2% -$156K 3.24% 8
2026
Q1 		$7.43M Buy
154,811
+2,248
+1% +$102K 3.5% 8
2025
Q4 		$6.71M Buy
152,563
+14,057
+10% +$619K 3.48% 8
2025
Q3 		$6.15M Buy
138,506
+9,967
+8% +$443K 3.51% 8
2025
Q2 		$5.7M Buy
128,539
+9,244
+8% +$400K 3.61% 7
2025
Q1 		$5.16M Buy
119,295
+8,715
+8% +$373K 3.7% 9
2024
Q4 		$4.57M Buy
+110,580
New +$4.94M 3.49% 9

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

Vestment Financial's AVRE Position: Q2 2026 in Review

Vestment Financial reduced its Avantis Real Estate ETF (AVRE) stake by 2.1% in Q2 2026, selling an estimated $156K and leaving 151,508 shares worth $7.22M. The position accounts for 3.24% of the portfolio, ranked #8.

Vestment Financial first reported a position in AVRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.43M in Q1 2026. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Vestment Financial held 151,508 shares of Avantis Real Estate ETF worth $7.22M as of Q2 2026.
  • Vestment Financial sold 3,303 Avantis Real Estate ETF shares in Q2 2026, an estimated $156K.
  • Avantis Real Estate ETF made up 3.24% of Vestment Financial's portfolio in Q2 2026, its #8 holding.
  • Vestment Financial first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Vestment Financial's Avantis Real Estate ETF position peaked at $7.43M in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.