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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
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 		$9.69M 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

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 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 $503M AUM 22.39% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

BetterWealth's AVRE Position: Q1 2026 in Review

BetterWealth increased its Avantis Real Estate ETF (AVRE) stake by 2.4% in Q1 2026, buying an estimated $353K and bringing the position to 339,282 shares worth $14.9M. The position accounts for 2.93% of the portfolio, ranked #10.

BetterWealth first reported a position in AVRE in Q4 2022 and has held it in 14 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • BetterWealth held 339,282 shares of Avantis Real Estate ETF worth $14.9M as of Q1 2026.
  • BetterWealth bought 7,794 Avantis Real Estate ETF shares in Q1 2026, an estimated $353K.
  • Avantis Real Estate ETF made up 2.93% of BetterWealth's portfolio in Q1 2026, its #10 holding.
  • BetterWealth first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.