Burk Holdings’s Avantis Real Estate ETF AVRE Stock Holding History

Burk Holdings’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	$3.17M	Buy	71,433 +2,083	+3%	+$99K	1.1%	23
2026 Q2	$3.29M	Buy	69,350 +184	+0.3%	+$8.68K	1.21%	23
2026 Q1	$3.04M	Buy	69,166 +4,781	+7%	+$216K	1.31%	23
2025 Q4	$2.8M	Buy	64,385 +1,644	+3%	+$72.4K	1.34%	22
2025 Q3	$2.79M	Buy	62,741 +418	+0.7%	+$18.6K	1.49%	20
2025 Q2	$2.75M	Sell	62,323 -1,277	-2%	-$55.3K	1.72%	19
2025 Q1	$2.74M	Buy	63,600 +897	+1%	+$38.4K	2.07%	18
2024 Q4	$2.63M	Buy	+62,703	New	+$2.8M	2.13%	17

Other funds holding AVRE

Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $1.27B AUM 14.86% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Burk Holdings's AVRE Position: Q3 2026 in Review

Burk Holdings increased its Avantis Real Estate ETF (AVRE) stake by 3% in Q3 2026, buying an estimated $99K and bringing the position to 71,433 shares worth $3.17M. The position accounts for 1.1% of the portfolio, ranked #23.

Burk Holdings first reported a position in AVRE in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.29M in Q2 2026. 138 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

Burk Holdings held 71,433 shares of Avantis Real Estate ETF worth $3.17M as of Q3 2026.
Burk Holdings bought 2,083 Avantis Real Estate ETF shares in Q3 2026, an estimated $99K.
Avantis Real Estate ETF made up 1.1% of Burk Holdings's portfolio in Q3 2026, its #23 holding.
Burk Holdings first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
Burk Holdings's Avantis Real Estate ETF position peaked at $3.29M in Q2 2026.
138 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.