FWM
AVRE icon

FMB Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

FMB Wealth 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
Q2 		$380K Buy
8,010
+429
+6% +$20.2K 0.14% 58
2026
Q1 		$334K Buy
7,581
+379
+5% +$17.2K 0.14% 58
2025
Q4 		$314K Buy
7,202
+1,402
+24% +$61.8K 0.12% 65
2025
Q3 		$258K Hold
5,800
– – 0.11% 69
2025
Q2 		$256K Buy
5,800
+533
+10% +$23.1K 0.12% 66
2025
Q1 		$227K Buy
+5,267
New +$226K 0.13% 69
2024
Q4 		– Sell
-4,935
Closed -$233K – 68
2024
Q3 		$233K Hold
4,935
– – 0.13% 64
2024
Q2 		$203K Buy
+4,935
New +$201K 0.15% 68

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

FMB Wealth Management's AVRE Position: Q2 2026 in Review

FMB Wealth Management increased its Avantis Real Estate ETF (AVRE) stake by 5.7% in Q2 2026, buying an estimated $20.2K and bringing the position to 8,010 shares worth $380K. The position accounts for 0.14% of the portfolio, ranked #58.

FMB Wealth Management first reported a position in AVRE in Q2 2024 and has held it in 8 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • FMB Wealth Management held 8,010 shares of Avantis Real Estate ETF worth $380K as of Q2 2026.
  • FMB Wealth Management bought 429 Avantis Real Estate ETF shares in Q2 2026, an estimated $20.2K.
  • Avantis Real Estate ETF made up 0.14% of FMB Wealth Management's portfolio in Q2 2026, its #58 holding.
  • FMB Wealth Management first reported a position in Avantis Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.