Cambridge Investment Research Advisors
AVRE icon

Cambridge Investment Research Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Cambridge Investment Research Advisors’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
2024
Q4 		– Sell
-4,747
Closed -$224K – 3474
2024
Q3 		$224K Buy
+4,747
New +$213K ﹤0.01% 3052
2024
Q2 		– Sell
-4,747
Closed -$201K – 3321
2024
Q1 		$201K Hold
4,747
– – ﹤0.01% 3019
2023
Q4 		$206K Buy
+4,747
New +$186K ﹤0.01% 2876

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
CIG
CCM Investment Group Northfield, Minnesota $946M AUM
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return

Cambridge Investment Research Advisors's AVRE Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of Avantis Real Estate ETF (AVRE) in Q4 2024, closing a stake of 4,747 shares — an estimated $224K sold.

Cambridge Investment Research Advisors first reported a position in AVRE in Q4 2023 and held it in 3 quarters. The position peaked at $224K in Q3 2024. 121 funds tracked by Wall St. Rank hold AVRE as of Q4 2024.

  • Cambridge Investment Research Advisors reported no remaining Avantis Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,747 Avantis Real Estate ETF shares in Q4 2024, an estimated $224K.
  • Cambridge Investment Research Advisors first reported a position in Avantis Real Estate ETF in Q4 2023 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Avantis Real Estate ETF position peaked at $224K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.