CA
AVRE icon

CoreCap Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

CoreCap 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
2026
Q3 		$1.22M Sell
27,595
-2,076
-7% -$98.7K 0.04% 343
2026
Q2 		$1.41M Buy
29,671
+4,680
+19% +$221K 0.04% 314
2026
Q1 		$1.1M Buy
24,991
+1,015
+4% +$45.9K 0.04% 348
2025
Q4 		$1.04M Buy
23,976
+5,108
+27% +$225K 0.04% 356
2025
Q3 		$839K Buy
18,868
+2,806
+17% +$125K 0.03% 408
2025
Q2 		$709K Buy
16,062
+2,848
+22% +$123K 0.03% 425
2025
Q1 		$568K Buy
13,214
+7,853
+146% +$336K 0.03% 451
2024
Q4 		$225K Buy
5,361
+4,852
+953% +$217K 0.01% 673
2024
Q3 		$24K Buy
+509
New +$22.8K ﹤0.01% 1472

Other funds holding AVRE

CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CoreCap Advisors's AVRE Position: Q3 2026 in Review

CoreCap Advisors reduced its Avantis Real Estate ETF (AVRE) stake by 7% in Q3 2026, selling an estimated $98.7K and leaving 27,595 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #343.

CoreCap Advisors first reported a position in AVRE in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q2 2026. 5 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • CoreCap Advisors held 27,595 shares of Avantis Real Estate ETF worth $1.22M as of Q3 2026.
  • CoreCap Advisors sold 2,076 Avantis Real Estate ETF shares in Q3 2026, an estimated $98.7K.
  • Avantis Real Estate ETF made up 0.04% of CoreCap Advisors's portfolio in Q3 2026, its #343 holding.
  • CoreCap Advisors first reported a position in Avantis Real Estate ETF in Q3 2024 and has held it in 9 quarters since.
  • CoreCap Advisors's Avantis Real Estate ETF position peaked at $1.41M in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.