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

Evanson 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
2026
Q1 		$259K Buy
5,879
+4
+0.1% +$181 0.01% 282
2025
Q4 		$256K Buy
5,875
+50
+0.9% +$2.2K 0.01% 289
2025
Q3 		$259K Buy
5,825
+67
+1% +$2.98K 0.01% 281
2025
Q2 		$254K Buy
5,758
+41
+0.7% +$1.77K 0.02% 286
2025
Q1 		$246K Buy
5,717
+28
+0.5% +$1.2K 0.02% 271
2024
Q4 		$238K Buy
+5,689
New +$254K 0.02% 278

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Evanson Asset Management's AVRE Position: Q1 2026 in Review

Evanson Asset Management increased its Avantis Real Estate ETF (AVRE) stake by 0.07% in Q1 2026, buying an estimated $181 and bringing the position to 5,879 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #282.

Evanson Asset Management first reported a position in AVRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $259K in Q3 2025. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Evanson Asset Management held 5,879 shares of Avantis Real Estate ETF worth $259K as of Q1 2026.
  • Evanson Asset Management bought 4 Avantis Real Estate ETF shares in Q1 2026, an estimated $181.
  • Avantis Real Estate ETF made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #282 holding.
  • Evanson Asset Management first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • Evanson Asset Management's Avantis Real Estate ETF position peaked at $259K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.