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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
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

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
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Burk Holdings's AVRE Position: Q1 2026 in Review

Burk Holdings increased its Avantis Real Estate ETF (AVRE) stake by 7.4% in Q1 2026, buying an estimated $216K and bringing the position to 69,166 shares worth $3.04M. The position accounts for 1.31% of the portfolio, ranked #23.

Burk Holdings first reported a position in AVRE in Q4 2024 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Burk Holdings held 69,166 shares of Avantis Real Estate ETF worth $3.04M as of Q1 2026.
  • Burk Holdings bought 4,781 Avantis Real Estate ETF shares in Q1 2026, an estimated $216K.
  • Avantis Real Estate ETF made up 1.31% of Burk Holdings's portfolio in Q1 2026, its #23 holding.
  • Burk Holdings first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.