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BetterWealth’s Avantis Real Estate ETF AVRE Stock Holding History

BetterWealth’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 		$15.7M Buy
354,130
+6,538
+2% +$311K 2.66% 10
2026
Q2 		$16.5M Buy
347,592
+8,310
+2% +$392K 2.91% 10
2026
Q1 		$14.9M Buy
339,282
+7,794
+2% +$353K 2.93% 10
2025
Q4 		$14.4M Buy
331,488
+14,839
+5% +$654K 3.29% 9
2025
Q3 		$14.1M Buy
316,649
+2,609
+0.8% +$116K 3.35% 9
2025
Q2 		$13.9M Buy
314,040
+7,579
+2% +$328K 3.55% 8
2025
Q1 		$13.2M Buy
306,461
+21,405
+8% +$917K 3.7% 7
2024
Q4 		$11.9M Buy
285,056
+3,988
+1% +$178K 3.29% 6
2024
Q3 		$13.2M Buy
281,068
+6,272
+2% +$281K 3.92% 9
2024
Q2 		$11.3M Buy
274,796
+7,753
+3% +$316K 3.61% 10
2024
Q1 		$11.3M Buy
267,043
+106,823
+67% +$4.46M 3.68% 10
2023
Q4 		$6.94M Sell
160,220
-97,736
-38% -$3.83M 2.37% 10
2023
Q3 		$9.7M Buy
257,956
+4,971
+2% +$202K 3.9% 10
2023
Q2 		$10.4M Buy
252,985
+3,496
+1% +$143K 4.03% 10
2023
Q1 		$10.3M Sell
249,489
-71
-0% -$3.02K 4.19% 9
2022
Q4 		$10.3M Buy
+249,560
New +$10.1M 4.62% 9

Other funds holding AVRE

SWA
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

BetterWealth's AVRE Position: Q3 2026 in Review

BetterWealth increased its Avantis Real Estate ETF (AVRE) stake by 1.9% in Q3 2026, buying an estimated $311K and bringing the position to 354,130 shares worth $15.7M. The position accounts for 2.66% of the portfolio, ranked #10.

BetterWealth first reported a position in AVRE in Q4 2022 and has held it in 16 quarters since. The position peaked at $16.5M in Q2 2026. 26 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • BetterWealth held 354,130 shares of Avantis Real Estate ETF worth $15.7M as of Q3 2026.
  • BetterWealth bought 6,538 Avantis Real Estate ETF shares in Q3 2026, an estimated $311K.
  • Avantis Real Estate ETF made up 2.66% of BetterWealth's portfolio in Q3 2026, its #10 holding.
  • BetterWealth first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 16 quarters since.
  • BetterWealth's Avantis Real Estate ETF position peaked at $16.5M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.