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CCM Investment Group’s Avantis Real Estate ETF AVRE Stock Holding History

CCM Investment Group’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
2025
Q1 		$51.4M Buy
1,200,779
+16,495
+1% +$707K 5.44% 5
2024
Q4 		$49.3M Buy
+1,184,284
New +$52.9M 5.38% 5

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
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
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

CCM Investment Group's AVRE Position: Q1 2025 in Review

CCM Investment Group increased its Avantis Real Estate ETF (AVRE) stake by 1.4% in Q1 2025, buying an estimated $707K and bringing the position to 1,200,779 shares worth $51.4M. The position accounts for 5.44% of the portfolio, ranked #5.

CCM Investment Group first reported a position in AVRE in Q4 2024 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold AVRE as of Q1 2025.

  • CCM Investment Group held 1,200,779 shares of Avantis Real Estate ETF worth $51.4M as of Q1 2025.
  • CCM Investment Group bought 16,495 Avantis Real Estate ETF shares in Q1 2025, an estimated $707K.
  • Avantis Real Estate ETF made up 5.44% of CCM Investment Group's portfolio in Q1 2025, its #5 holding.
  • CCM Investment Group first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.