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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
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 $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

BWM Planning's AVRE Position: Q1 2026 in Review

BWM Planning held its Avantis Real Estate ETF (AVRE) position steady in Q1 2026 at 8,367 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #70.

BWM Planning first reported a position in AVRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $599K in Q3 2024. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • BWM Planning held 8,367 shares of Avantis Real Estate ETF worth $368K as of Q1 2026.
  • BWM Planning left its Avantis Real Estate ETF share count unchanged in Q1 2026.
  • Avantis Real Estate ETF made up 0.1% of BWM Planning's portfolio in Q1 2026, its #70 holding.
  • BWM Planning first reported a position in Avantis Real Estate ETF in Q3 2024 and has held it in 7 quarters since.
  • BWM Planning's Avantis Real Estate ETF position peaked at $599K in Q3 2024.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.