Equita Financial Network
AVRE icon

Equita Financial Network’s Avantis Real Estate ETF AVRE Stock Holding History

Equita Financial Network’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 		$9.9M Buy
223,843
+6,076
+3% +$289K 2.81% 9
2026
Q2 		$10.3M Buy
217,767
+10,412
+5% +$491K 2.86% 10
2026
Q1 		$9.13M Sell
207,355
-1,248
-0.6% -$56.5K 2.87% 10
2025
Q4 		$9.08M Buy
208,603
+20,318
+11% +$895K 2.74% 10
2025
Q3 		$8.37M Buy
188,285
+18,496
+11% +$822K 2.83% 10
2025
Q2 		$7.5M Sell
169,789
-12,151
-7% -$526K 2.98% 8
2025
Q1 		$7.83M Buy
181,940
+23,908
+15% +$1.02M 2.73% 9
2024
Q4 		$6.62M Buy
158,032
+9,936
+7% +$444K 2.39% 14
2024
Q3 		$6.98M Buy
148,096
+16,935
+13% +$760K 2.55% 13
2024
Q2 		$5.41M Buy
131,161
+16,954
+15% +$691K 2.26% 16
2024
Q1 		$4.83M Buy
114,207
+26,081
+30% +$1.09M 2.17% 17
2023
Q4 		$3.82M Sell
88,126
-1,872
-2% -$73.3K 2.03% 20
2023
Q3 		$3.38M Buy
+89,998
New +$3.65M 2.08% 19

Other funds holding AVRE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 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
Seaside Wealth Management
Seaside Wealth Management Carlsbad, California $408M AUM 13.85% 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's AVRE Position: Q3 2026 in Review

Equita Financial Network increased its Avantis Real Estate ETF (AVRE) stake by 2.8% in Q3 2026, buying an estimated $289K and bringing the position to 223,843 shares worth $9.9M. The position accounts for 2.81% of the portfolio, ranked #9.

Equita Financial Network first reported a position in AVRE in Q3 2023 and has held it in 13 quarters since. The position peaked at $10.3M in Q2 2026. 97 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • Equita Financial Network held 223,843 shares of Avantis Real Estate ETF worth $9.9M as of Q3 2026.
  • Equita Financial Network bought 6,076 Avantis Real Estate ETF shares in Q3 2026, an estimated $289K.
  • Avantis Real Estate ETF made up 2.81% of Equita Financial Network's portfolio in Q3 2026, its #9 holding.
  • Equita Financial Network first reported a position in Avantis Real Estate ETF in Q3 2023 and has held it in 13 quarters since.
  • Equita Financial Network's Avantis Real Estate ETF position peaked at $10.3M in Q2 2026.
  • 97 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.