EntreWealth
AVRE icon

EntreWealth’s Avantis Real Estate ETF AVRE Stock Holding History

EntreWealth’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 		$1.86M Buy
41,850
+3,701
+10% +$176K 0.66% 39
2026
Q2 		$1.85M Buy
38,149
+4,498
+13% +$212K 0.68% 39
2026
Q1 		$1.48M Buy
33,651
+721
+2% +$32.6K 0.66% 36
2025
Q4 		$1.5M Buy
32,930
+3,911
+13% +$172K 0.67% 37
2025
Q3 		$1.29M Buy
29,019
+5,714
+25% +$254K 0.66% 37
2025
Q2 		$1.03M Buy
23,305
+8,579
+58% +$371K 0.71% 34
2025
Q1 		$633K Buy
14,726
+3,826
+35% +$164K 0.49% 37
2024
Q4 		$511K Buy
+10,900
New +$487K 0.47% 37

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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Leading Edge Financial Planning
Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

EntreWealth's AVRE Position: Q3 2026 in Review

EntreWealth increased its Avantis Real Estate ETF (AVRE) stake by 9.7% in Q3 2026, buying an estimated $176K and bringing the position to 41,850 shares worth $1.86M. The position accounts for 0.66% of the portfolio, ranked #39.

EntreWealth first reported a position in AVRE in Q4 2024 and has held it in 8 quarters since. 54 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • EntreWealth held 41,850 shares of Avantis Real Estate ETF worth $1.86M as of Q3 2026.
  • EntreWealth bought 3,701 Avantis Real Estate ETF shares in Q3 2026, an estimated $176K.
  • Avantis Real Estate ETF made up 0.66% of EntreWealth's portfolio in Q3 2026, its #39 holding.
  • EntreWealth first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
  • 54 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.