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Forum Financial Management’s Avantis Real Estate ETF AVRE Stock Holding History

Forum Financial 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 		$1.45M Buy
32,899
+1,636
+5% +$74K 0.02% 99
2025
Q4 		$1.36M Sell
31,263
-4,657
-13% -$205K 0.02% 192
2025
Q3 		$1.6M Sell
35,920
-4,954
-12% -$220K 0.02% 159
2025
Q2 		$1.8M Buy
40,874
+5,520
+16% +$239K 0.03% 134
2025
Q1 		$1.52M Buy
+35,354
New +$1.51M 0.03% 150
2024
Q4 		– Sell
-34,780
Closed -$1.64M – 920
2024
Q3 		$1.64M Sell
34,780
-2,901
-8% -$130K 0.03% 129
2024
Q2 		$1.55M Sell
37,681
-8,341
-18% -$340K 0.03% 127
2024
Q1 		$1.95M Buy
46,022
+27,181
+144% +$1.13M 0.03% 115
2023
Q4 		$816K Sell
18,841
-21,249
-53% -$832K 0.02% 190
2023
Q3 		$1.51M Buy
40,090
+3,099
+8% +$126K 0.03% 114
2023
Q2 		$1.51M Buy
36,991
+650
+2% +$26.7K 0.03% 111
2023
Q1 		$1.51M Buy
36,341
+13,171
+57% +$561K 0.04% 100
2022
Q4 		$953K Buy
+23,170
New +$939K 0.03% 140

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 $510M AUM 18.96% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Forum Financial Management's AVRE Position: Q1 2026 in Review

Forum Financial Management increased its Avantis Real Estate ETF (AVRE) stake by 5.2% in Q1 2026, buying an estimated $74K and bringing the position to 32,899 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #99.

Forum Financial Management first reported a position in AVRE in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.95M in Q1 2024. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Forum Financial Management held 32,899 shares of Avantis Real Estate ETF worth $1.45M as of Q1 2026.
  • Forum Financial Management bought 1,636 Avantis Real Estate ETF shares in Q1 2026, an estimated $74K.
  • Avantis Real Estate ETF made up 0.02% of Forum Financial Management's portfolio in Q1 2026, its #99 holding.
  • Forum Financial Management first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 13 quarters since.
  • Forum Financial Management's Avantis Real Estate ETF position peaked at $1.95M in Q1 2024.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.