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Cresset Asset Management’s Avantis Real Estate ETF AVRE Stock Holding History

Cresset Asset 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
2024
Q4 		– Sell
-42,130
Closed -$1.99M – 1790
2024
Q3 		$1.99M Buy
+42,130
New +$1.89M 0.01% 818

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

Cresset Asset Management's AVRE Position: Q4 2024 in Review

Cresset Asset Management sold out of Avantis Real Estate ETF (AVRE) in Q4 2024, closing a stake of 42,130 shares — an estimated $1.99M sold.

Cresset Asset Management first reported a position in AVRE in Q3 2024 and held it in 1 quarter. The position peaked at $1.99M in Q3 2024. 121 funds tracked by Wall St. Rank hold AVRE as of Q4 2024.

  • Cresset Asset Management reported no remaining Avantis Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 42,130 Avantis Real Estate ETF shares in Q4 2024, an estimated $1.99M.
  • Cresset Asset Management first reported a position in Avantis Real Estate ETF in Q3 2024 and held it in 1 quarter.
  • Cresset Asset Management's Avantis Real Estate ETF position peaked at $1.99M in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.