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Edge Financial Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Edge Financial 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
2025
Q4 		$400K Buy
+9,191
New +$405K 0.17% 103

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

Edge Financial Advisors's AVRE Position: Q4 2025 in Review

Edge Financial Advisors opened a new position in Avantis Real Estate ETF (AVRE) in Q4 2025: 9,191 shares worth $400K. The stake represents 0.17% of the portfolio and ranks #103 among its holdings.

144 funds tracked by Wall St. Rank hold AVRE as of Q4 2025.

  • Edge Financial Advisors held 9,191 shares of Avantis Real Estate ETF worth $400K as of Q4 2025.
  • Avantis Real Estate ETF was a new Edge Financial Advisors position in Q4 2025.
  • Avantis Real Estate ETF made up 0.17% of Edge Financial Advisors's portfolio in Q4 2025, its #103 holding.
  • 144 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.