EWA
AVRE icon

EverSource Wealth Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

EverSource Wealth 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
Q1 		– Sell
-167
Closed -$7K – 4032
2024
Q4 		$7K Hold
167
– – ﹤0.01% 2183
2024
Q3 		$7.87K Hold
167
– – ﹤0.01% 1996
2024
Q2 		$7.31K Buy
167
+11
+7% +$449 ﹤0.01% 2037
2024
Q1 		$6.13K Sell
156
-5,092
-97% -$213K ﹤0.01% 1946
2023
Q4 		$227K Buy
5,248
+45
+0.9% +$1.76K 0.02% 401
2023
Q3 		$195K Buy
5,203
+256
+5% +$10.4K 0.02% 402
2023
Q2 		$203K Sell
4,947
-151
-3% -$6.2K 0.02% 392
2023
Q1 		$211K Buy
+5,098
New +$217K 0.03% 360

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
CIG
CCM Investment Group Northfield, Minnesota $946M AUM
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

EverSource Wealth Advisors's AVRE Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Avantis Real Estate ETF (AVRE) in Q1 2025, closing a stake of 167 shares — an estimated $7K sold.

EverSource Wealth Advisors first reported a position in AVRE in Q1 2023 and held it in 8 quarters. The position peaked at $227K in Q4 2023. 133 funds tracked by Wall St. Rank hold AVRE as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Avantis Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 167 Avantis Real Estate ETF shares in Q1 2025, an estimated $7K.
  • EverSource Wealth Advisors first reported a position in Avantis Real Estate ETF in Q1 2023 and held it in 8 quarters.
  • EverSource Wealth Advisors's Avantis Real Estate ETF position peaked at $227K in Q4 2023.
  • 133 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.