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Wealthcare Advisory Partners’s Avantis Real Estate ETF AVRE Stock Holding History

Wealthcare Advisory Partners’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 		$3.99M Buy
84,291
+5,699
+7% +$269K 0.08% 212
2026
Q1 		$3.46M Buy
78,592
+1,075
+1% +$48.6K 0.07% 251
2025
Q4 		$3.37M Buy
77,517
+3,872
+5% +$171K 0.07% 245
2025
Q3 		$3.28M Buy
73,645
+1,209
+2% +$53.7K 0.07% 235
2025
Q2 		$3.2M Sell
72,436
-13,585
-16% -$588K 0.07% 229
2025
Q1 		$3.7M Buy
+86,021
New +$3.69M 0.1% 176
2024
Q4 		– Sell
-4,405
Closed -$208K – 891
2024
Q3 		$208K Buy
+4,405
New +$198K 0.01% 824
2024
Q1 		– Sell
-5,107
Closed -$221K – 803
2023
Q4 		$221K Buy
+5,107
New +$200K 0.01% 694
2023
Q3 		– Sell
-5,066
Closed -$207K – 700
2023
Q2 		$207K Buy
5,066
+13
+0.3% +$533 0.01% 671
2023
Q1 		$209K Buy
5,053
+12
+0.2% +$511 0.01% 676
2022
Q4 		$207K Buy
+5,041
New +$204K 0.01% 646

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Wealthcare Advisory Partners's AVRE Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Avantis Real Estate ETF (AVRE) stake by 7.3% in Q2 2026, buying an estimated $269K and bringing the position to 84,291 shares worth $3.99M. The position accounts for 0.08% of the portfolio, ranked #212.

Wealthcare Advisory Partners first reported a position in AVRE in Q4 2022 and has held it in 11 quarters since. 29 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Wealthcare Advisory Partners held 84,291 shares of Avantis Real Estate ETF worth $3.99M as of Q2 2026.
  • Wealthcare Advisory Partners bought 5,699 Avantis Real Estate ETF shares in Q2 2026, an estimated $269K.
  • Avantis Real Estate ETF made up 0.08% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #212 holding.
  • Wealthcare Advisory Partners first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 11 quarters since.
  • 29 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.