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Garrison Point Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Garrison Point 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
2026
Q1 		$350K Buy
7,947
+5
+0.1% +$226 0.16% 125
2025
Q4 		$346K Buy
7,942
+278
+4% +$12.2K 0.15% 125
2025
Q3 		$341K Buy
7,664
+90
+1% +$4K 0.14% 130
2025
Q2 		$334K Buy
7,574
+55
+0.7% +$2.38K 0.15% 124
2025
Q1 		$323K Sell
7,519
-6,185
-45% -$265K 0.16% 124
2024
Q4 		$574K Buy
+13,704
New +$613K 0.27% 91

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

Garrison Point Advisors's AVRE Position: Q1 2026 in Review

Garrison Point Advisors increased its Avantis Real Estate ETF (AVRE) stake by 0.06% in Q1 2026, buying an estimated $226 and bringing the position to 7,947 shares worth $350K. The position accounts for 0.16% of the portfolio, ranked #125.

Garrison Point Advisors first reported a position in AVRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $574K in Q4 2024. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Garrison Point Advisors held 7,947 shares of Avantis Real Estate ETF worth $350K as of Q1 2026.
  • Garrison Point Advisors bought 5 Avantis Real Estate ETF shares in Q1 2026, an estimated $226.
  • Avantis Real Estate ETF made up 0.16% of Garrison Point Advisors's portfolio in Q1 2026, its #125 holding.
  • Garrison Point Advisors first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • Garrison Point Advisors's Avantis Real Estate ETF position peaked at $574K in Q4 2024.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.