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BWM Planning’s Avantis Real Estate ETF AVRE Stock Holding History

BWM Planning’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
Q2 		$396K Hold
8,367
– – 0.09% 74
2026
Q1 		$368K Hold
8,367
– – 0.1% 70
2025
Q4 		$364K Hold
8,367
– – 0.1% 70
2025
Q3 		$372K Hold
8,367
– – 0.11% 66
2025
Q2 		$369K Sell
8,367
-4,330
-34% -$187K 0.13% 63
2025
Q1 		$546K Hold
12,697
– – 0.23% 53
2024
Q4 		$532K Hold
12,697
– – 0.23% 56
2024
Q3 		$599K Buy
+12,697
New +$570K 0.27% 55

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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 $578M AUM 24.83% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

BWM Planning's AVRE Position: Q2 2026 in Review

BWM Planning held its Avantis Real Estate ETF (AVRE) position steady in Q2 2026 at 8,367 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #74.

BWM Planning first reported a position in AVRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $599K in Q3 2024. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • BWM Planning held 8,367 shares of Avantis Real Estate ETF worth $396K as of Q2 2026.
  • BWM Planning left its Avantis Real Estate ETF share count unchanged in Q2 2026.
  • Avantis Real Estate ETF made up 0.09% of BWM Planning's portfolio in Q2 2026, its #74 holding.
  • BWM Planning first reported a position in Avantis Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
  • BWM Planning's Avantis Real Estate ETF position peaked at $599K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.