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Beaird Harris Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Beaird Harris 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 		$3.24M Sell
68,393
-1,056
-2% -$49.8K 0.2% 46
2026
Q1 		$3.06M Sell
69,449
-2,442
-3% -$111K 0.21% 45
2025
Q4 		$3.13M Sell
71,891
-2,106
-3% -$92.8K 0.22% 44
2025
Q3 		$3.29M Sell
73,997
-8,558
-10% -$380K 0.23% 43
2025
Q2 		$3.65M Sell
82,555
-1,132
-1% -$49K 0.28% 41
2025
Q1 		$3.6M Sell
83,687
-188
-0.2% -$8.05K 0.31% 38
2024
Q4 		$3.52M Sell
83,875
-303
-0.4% -$13.5K 0.3% 38
2024
Q3 		$3.97M Sell
84,178
-135
-0.2% -$6.06K 0.35% 37
2024
Q2 		$3.48M Buy
84,313
+5,067
+6% +$207K 0.33% 37
2024
Q1 		$3.35M Buy
79,246
+9,017
+13% +$376K 0.33% 36
2023
Q4 		$3.04M Buy
70,229
+27,756
+65% +$1.09M 0.32% 36
2023
Q3 		$1.6M Buy
42,473
+37,500
+754% +$1.52M 0.19% 43
2023
Q2 		$204K Buy
4,973
+912
+22% +$37.4K 0.02% 95
2023
Q1 		$168K Buy
4,061
+3
+0.1% +$128 0.03% 92
2022
Q4 		$167K Buy
4,058
+1,101
+37% +$44.6K 0.03% 101
2022
Q3 		$115K Buy
2,957
+2,268
+329% +$103K 0.03% 104
2022
Q2 		$31K Buy
689
+675
+4,821% +$32.7K 0.01% 169
2022
Q1 		$1K Buy
+14
New +$718 ﹤0.01% 548

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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Beaird Harris Wealth Management's AVRE Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Avantis Real Estate ETF (AVRE) stake by 1.5% in Q2 2026, selling an estimated $49.8K and leaving 68,393 shares worth $3.24M. The position accounts for 0.2% of the portfolio, ranked #46.

Beaird Harris Wealth Management first reported a position in AVRE in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.97M in Q3 2024. 29 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Beaird Harris Wealth Management held 68,393 shares of Avantis Real Estate ETF worth $3.24M as of Q2 2026.
  • Beaird Harris Wealth Management sold 1,056 Avantis Real Estate ETF shares in Q2 2026, an estimated $49.8K.
  • Avantis Real Estate ETF made up 0.2% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Beaird Harris Wealth Management first reported a position in Avantis Real Estate ETF in Q1 2022 and has held it in 18 quarters since.
  • Beaird Harris Wealth Management's Avantis Real Estate ETF position peaked at $3.97M in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.