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BLVD Private Wealth’s Avantis Real Estate ETF AVRE Stock Holding History

BLVD Private Wealth’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 		$1.97M Buy
44,325
+1,656
+4% +$78.7K 1.46% 20
2026
Q2 		$2.02M Buy
42,669
+868
+2% +$41K 1.5% 20
2026
Q1 		$1.84M Sell
41,801
-647
-2% -$29.3K 1.6% 16
2025
Q4 		$1.85M Sell
42,448
-598
-1% -$26.3K 1.61% 17
2025
Q3 		$1.91M Buy
43,046
+3,992
+10% +$177K 1.64% 15
2025
Q2 		$1.72M Buy
+39,054
New +$1.69M 1.63% 16

Other funds holding AVRE

SWA
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 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

BLVD Private Wealth's AVRE Position: Q3 2026 in Review

BLVD Private Wealth increased its Avantis Real Estate ETF (AVRE) stake by 3.9% in Q3 2026, buying an estimated $78.7K and bringing the position to 44,325 shares worth $1.97M. The position accounts for 1.46% of the portfolio, ranked #20.

BLVD Private Wealth first reported a position in AVRE in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.02M in Q2 2026. 26 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • BLVD Private Wealth held 44,325 shares of Avantis Real Estate ETF worth $1.97M as of Q3 2026.
  • BLVD Private Wealth bought 1,656 Avantis Real Estate ETF shares in Q3 2026, an estimated $78.7K.
  • Avantis Real Estate ETF made up 1.46% of BLVD Private Wealth's portfolio in Q3 2026, its #20 holding.
  • BLVD Private Wealth first reported a position in Avantis Real Estate ETF in Q2 2025 and has held it in 6 quarters since.
  • BLVD Private Wealth's Avantis Real Estate ETF position peaked at $2.02M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.