Cherry Tree Wealth Management
AVRE icon

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
Q3 		$594K Buy
13,391
+12,447
+1,319% +$592K 0.11% 90
2026
Q2 		$44.7K Buy
944
+417
+79% +$19.7K 0.01% 289
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

ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Physician Wealth Solutions
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
Level Financial Advisors
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
Leading Edge Financial Planning
Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return
Vestment Financial
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Cherry Tree Wealth Management's AVRE Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its Avantis Real Estate ETF (AVRE) stake by 1,319% in Q3 2026, buying an estimated $592K and bringing the position to 13,391 shares worth $594K. The position accounts for 0.11% of the portfolio, ranked #90.

Cherry Tree Wealth Management first reported a position in AVRE in Q2 2023 and has held it in 14 quarters since. 38 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • Cherry Tree Wealth Management held 13,391 shares of Avantis Real Estate ETF worth $594K as of Q3 2026.
  • Cherry Tree Wealth Management bought 12,447 Avantis Real Estate ETF shares in Q3 2026, an estimated $592K.
  • Avantis Real Estate ETF made up 0.11% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Cherry Tree Wealth Management first reported a position in Avantis Real Estate ETF in Q2 2023 and has held it in 14 quarters since.
  • 38 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.