Apella Capital
AVRE icon

Apella Capital’s Avantis Real Estate ETF AVRE Stock Holding History

Apella Capital’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
Q3 		$1.29M Buy
29,445
+179
+0.6% +$8.51K 0.02% 358
2026
Q2 		$1.41M Buy
29,266
+1,077
+4% +$50.8K 0.02% 314
2026
Q1 		$1.35M Buy
28,189
+27
+0.1% +$1.22K 0.02% 318
2025
Q4 		$1.23M Buy
28,162
+525
+2% +$23.1K 0.02% 254
2025
Q3 		$1.23M Sell
27,637
-120
-0.4% -$5.33K 0.03% 227
2025
Q2 		$1.22M Sell
27,757
-309
-1% -$13.4K 0.03% 201
2025
Q1 		$1.14M Sell
28,066
-502
-2% -$21.5K 0.04% 178
2024
Q4 		$1.2M Buy
28,568
+366
+1% +$16.4K 0.05% 153
2024
Q3 		$1.31M Buy
28,202
+490
+2% +$22K 0.05% 132
2024
Q2 		$1.15M Sell
27,712
-87
-0.3% -$3.55K 0.05% 140
2024
Q1 		$1.17M Buy
27,799
+700
+3% +$29.2K 0.06% 134
2023
Q4 		$1.15M Buy
27,099
+18,532
+216% +$726K 0.06% 127
2023
Q3 		$322K Buy
8,567
+3,005
+54% +$122K 0.02% 206
2023
Q2 		$228K Buy
+5,562
New +$228K 0.02% 236

Other funds holding AVRE

ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Physician Wealth Solutions
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
Level Financial Advisors
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
Leading Edge Financial Planning
Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return
Vestment Financial
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Apella Capital's AVRE Position: Q3 2026 in Review

Apella Capital increased its Avantis Real Estate ETF (AVRE) stake by 0.61% in Q3 2026, buying an estimated $8.51K and bringing the position to 29,445 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #358.

Apella Capital first reported a position in AVRE in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.41M in Q2 2026. 38 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • Apella Capital held 29,445 shares of Avantis Real Estate ETF worth $1.29M as of Q3 2026.
  • Apella Capital bought 179 Avantis Real Estate ETF shares in Q3 2026, an estimated $8.51K.
  • Avantis Real Estate ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #358 holding.
  • Apella Capital first reported a position in Avantis Real Estate ETF in Q2 2023 and has held it in 14 quarters since.
  • Apella Capital's Avantis Real Estate ETF position peaked at $1.41M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.