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Aspect Partners’s Avantis Real Estate ETF AVRE Stock Holding History

Aspect 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
2025
Q1 		– Sell
-756
Closed -$31.7K – 616
2024
Q4 		$31.7K Buy
756
+456
+152% +$20.4K 0.02% 160
2024
Q3 		$14.1K Buy
300
+4
+1% +$179 0.01% 227
2024
Q2 		$12.2K Buy
296
+176
+147% +$7.18K 0.01% 239
2024
Q1 		$5.07K Hold
120
– – ﹤0.01% 349
2023
Q4 		$5.2K Buy
+120
New +$4.7K ﹤0.01% 332

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
CIG
CCM Investment Group Northfield, Minnesota $946M AUM
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Aspect Partners's AVRE Position: Q1 2025 in Review

Aspect Partners sold out of Avantis Real Estate ETF (AVRE) in Q1 2025, closing a stake of 756 shares — an estimated $31.7K sold.

Aspect Partners first reported a position in AVRE in Q4 2023 and held it in 5 quarters. The position peaked at $31.7K in Q4 2024. 133 funds tracked by Wall St. Rank hold AVRE as of Q1 2025.

  • Aspect Partners reported no remaining Avantis Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Aspect Partners sold 756 Avantis Real Estate ETF shares in Q1 2025, an estimated $31.7K.
  • Aspect Partners first reported a position in Avantis Real Estate ETF in Q4 2023 and held it in 5 quarters.
  • Aspect Partners's Avantis Real Estate ETF position peaked at $31.7K in Q4 2024.
  • 133 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2025.

Based on Aspect Partners's 13F filing for Q1 2025, filed 24 Apr 2025.