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Cypress Point Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Cypress Point 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
2025
Q4 		– Sell
-5,240
Closed -$233K – 91
2025
Q3 		$233K Sell
5,240
-2,128
-29% -$94.5K 0.05% 76
2025
Q2 		$325K Buy
7,368
+84
+1% +$3.63K 0.08% 68
2025
Q1 		$313K Buy
7,284
+1,185
+19% +$50.8K 0.1% 60
2024
Q4 		$256K Buy
6,099
+442
+8% +$19.8K 0.08% 65
2024
Q3 		$267K Buy
5,657
+530
+10% +$23.8K 0.1% 70
2024
Q2 		$211K Buy
+5,127
New +$209K 0.1% 70

Other funds holding AVRE

FPI
Financial Plan Inc Bellingham, Washington $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Cypress Point Wealth Management's AVRE Position: Q4 2025 in Review

Cypress Point Wealth Management sold out of Avantis Real Estate ETF (AVRE) in Q4 2025, closing a stake of 5,240 shares — an estimated $233K sold.

Cypress Point Wealth Management first reported a position in AVRE in Q2 2024 and held it in 6 quarters. The position peaked at $325K in Q2 2025. 144 funds tracked by Wall St. Rank hold AVRE as of Q4 2025.

  • Cypress Point Wealth Management reported no remaining Avantis Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Cypress Point Wealth Management sold 5,240 Avantis Real Estate ETF shares in Q4 2025, an estimated $233K.
  • Cypress Point Wealth Management first reported a position in Avantis Real Estate ETF in Q2 2024 and held it in 6 quarters.
  • Cypress Point Wealth Management's Avantis Real Estate ETF position peaked at $325K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q4 2025.

Based on Cypress Point Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.