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Arcadia Wealth Management (New York)’s Avantis Real Estate ETF AVRE Stock Holding History

Arcadia Wealth Management (New York)’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 		$2.81M Buy
63,788
+3,706
+6% +$168K 1.52% 18
2025
Q4 		$2.62M Buy
60,082
+5,555
+10% +$245K 1.5% 16
2025
Q3 		$2.43M Buy
54,527
+2,100
+4% +$93.3K 1.47% 16
2025
Q2 		$2.32M Buy
52,427
+1,655
+3% +$71.6K 1.58% 16
2025
Q1 		$2.18M Buy
50,772
+2,048
+4% +$87.8K 1.7% 13
2024
Q4 		$2.04M Buy
+48,724
New +$2.18M 1.74% 13

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

Arcadia Wealth Management (New York)'s AVRE Position: Q1 2026 in Review

Arcadia Wealth Management (New York) increased its Avantis Real Estate ETF (AVRE) stake by 6.2% in Q1 2026, buying an estimated $168K and bringing the position to 63,788 shares worth $2.81M. The position accounts for 1.52% of the portfolio, ranked #18.

Arcadia Wealth Management (New York) first reported a position in AVRE in Q4 2024 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Arcadia Wealth Management (New York) held 63,788 shares of Avantis Real Estate ETF worth $2.81M as of Q1 2026.
  • Arcadia Wealth Management (New York) bought 3,706 Avantis Real Estate ETF shares in Q1 2026, an estimated $168K.
  • Avantis Real Estate ETF made up 1.52% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #18 holding.
  • Arcadia Wealth Management (New York) first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.