Ares Financial Consulting
AVRE icon

Ares Financial Consulting’s Avantis Real Estate ETF AVRE Stock Holding History

Ares Financial Consulting’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 		$164K Sell
3,696
-2,350
-39% -$112K 0.11% 94
2026
Q2 		$286K Buy
6,046
+24
+0.4% +$1.13K 0.21% 67
2026
Q1 		$267K Sell
6,022
-363
-6% -$16.4K 0.21% 66
2025
Q4 		$278K Buy
+6,385
New +$281K 0.26% 62

Other funds holding AVRE

LPL Financial
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Quantum Financial Advisors
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ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 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

Ares Financial Consulting's AVRE Position: Q3 2026 in Review

Ares Financial Consulting reduced its Avantis Real Estate ETF (AVRE) stake by 39% in Q3 2026, selling an estimated $112K and leaving 3,696 shares worth $164K. The position accounts for 0.11% of the portfolio, ranked #94.

Ares Financial Consulting first reported a position in AVRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $286K in Q2 2026. 89 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • Ares Financial Consulting held 3,696 shares of Avantis Real Estate ETF worth $164K as of Q3 2026.
  • Ares Financial Consulting sold 2,350 Avantis Real Estate ETF shares in Q3 2026, an estimated $112K.
  • Avantis Real Estate ETF made up 0.11% of Ares Financial Consulting's portfolio in Q3 2026, its #94 holding.
  • Ares Financial Consulting first reported a position in Avantis Real Estate ETF in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Avantis Real Estate ETF position peaked at $286K in Q2 2026.
  • 89 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.