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Cherry Tree Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Cherry Tree Wealth Management’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 		$23.2K Hold
527
– – ﹤0.01% 336
2025
Q4 		$22.9K Hold
527
– – ﹤0.01% 341
2025
Q3 		$23.4K Buy
527
+10
+2% +$444 0.01% 322
2025
Q2 		$22.8K Sell
517
-108
-17% -$4.67K 0.01% 329
2025
Q1 		$26.9K Hold
625
– – 0.01% 309
2024
Q4 		$26.2K Sell
625
-108
-15% -$4.83K 0.01% 306
2024
Q3 		$34.6K Buy
733
+110
+18% +$4.94K 0.01% 287
2024
Q2 		$25.7K Hold
623
– – 0.01% 305
2024
Q1 		$26.3K Hold
623
– – 0.01% 299
2023
Q4 		$27K Hold
623
– – 0.01% 286
2023
Q3 		$23.4K Sell
623
-32
-5% -$1.3K 0.01% 281
2023
Q2 		$26.8K Buy
+655
New +$26.9K 0.01% 270

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

Cherry Tree Wealth Management's AVRE Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Avantis Real Estate ETF (AVRE) position steady in Q1 2026 at 527 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Cherry Tree Wealth Management first reported a position in AVRE in Q2 2023 and has held it in 12 quarters since. The position peaked at $34.6K in Q3 2024. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Cherry Tree Wealth Management held 527 shares of Avantis Real Estate ETF worth $23.2K as of Q1 2026.
  • Cherry Tree Wealth Management left its Avantis Real Estate ETF share count unchanged in Q1 2026.
  • Avantis Real Estate ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #336 holding.
  • Cherry Tree Wealth Management first reported a position in Avantis Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Avantis Real Estate ETF position peaked at $34.6K in Q3 2024.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.