AWM
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Austin Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Austin 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
Q2 		$5.19M Buy
106,113
+2,187
+2% +$103K 1.1% 27
2026
Q1 		$4.66M Sell
103,926
-32,954
-24% -$1.49M 1.06% 26
2025
Q4 		$6.02M Buy
136,880
+6,725
+5% +$296K 0.89% 29
2025
Q3 		$5.87M Buy
130,155
+8,724
+7% +$388K 0.92% 28
2025
Q2 		$5.29M Buy
121,431
+47,375
+64% +$2.05M 0.94% 28
2025
Q1 		$3.16M Buy
74,056
+14,933
+25% +$640K 0.63% 36
2024
Q4 		$2.49M Buy
59,123
+6,505
+12% +$291K 0.52% 37
2024
Q3 		$2.44M Buy
52,618
+6,228
+13% +$279K 0.53% 36
2024
Q2 		$1.98M Buy
46,390
+4,693
+11% +$191K 0.46% 39
2024
Q1 		$1.73M Buy
41,697
+8,302
+25% +$347K 0.43% 40
2023
Q4 		$1.38M Buy
33,395
+16,089
+93% +$630K 0.37% 43
2023
Q3 		$685K Buy
+17,306
New +$702K 0.21% 58

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $360M AUM 17.88% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return

Austin Wealth Management's AVRE Position: Q2 2026 in Review

Austin Wealth Management increased its Avantis Real Estate ETF (AVRE) stake by 2.1% in Q2 2026, buying an estimated $103K and bringing the position to 106,113 shares worth $5.19M. The position accounts for 1.1% of the portfolio, ranked #27.

Austin Wealth Management first reported a position in AVRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.02M in Q4 2025. 75 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Austin Wealth Management held 106,113 shares of Avantis Real Estate ETF worth $5.19M as of Q2 2026.
  • Austin Wealth Management bought 2,187 Avantis Real Estate ETF shares in Q2 2026, an estimated $103K.
  • Avantis Real Estate ETF made up 1.1% of Austin Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Austin Wealth Management first reported a position in Avantis Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
  • Austin Wealth Management's Avantis Real Estate ETF position peaked at $6.02M in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.