Andrews Lucia Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Andrews Lucia Wealth 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 Q1	$411K	Buy	+9,326	New	+$422K	0.25%	28

Other funds holding AVRE

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $933M AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Andrews Lucia Wealth Management's AVRE Position: Q1 2026 in Review

Andrews Lucia Wealth Management opened a new position in Avantis Real Estate ETF (AVRE) in Q1 2026: 9,326 shares worth $411K. The stake represents 0.25% of the portfolio and ranks #28 among its holdings.

147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

Andrews Lucia Wealth Management held 9,326 shares of Avantis Real Estate ETF worth $411K as of Q1 2026.
Avantis Real Estate ETF was a new Andrews Lucia Wealth Management position in Q1 2026.
Avantis Real Estate ETF made up 0.25% of Andrews Lucia Wealth Management's portfolio in Q1 2026, its #28 holding.
147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.