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Global Retirement Partners’s Avantis Real Estate ETF AVRE Stock Holding History

Global Retirement Partners’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
Q4 		$696 Hold
16
– – ﹤0.01% 3944
2025
Q3 		$712 Hold
16
– – ﹤0.01% 3591
2025
Q2 		$707 Buy
+16
New +$692 ﹤0.01% 3517
2024
Q4 		– Sell
-77
Closed -$3.63K – 3661
2024
Q3 		$3.63K Buy
+77
New +$3.46K ﹤0.01% 2705

Other funds holding AVRE

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American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Global Retirement Partners's AVRE Position: Q4 2025 in Review

Global Retirement Partners held its Avantis Real Estate ETF (AVRE) position steady in Q4 2025 at 16 shares worth $696. The position accounts for ﹤0.01% of the portfolio, ranked #3944.

Global Retirement Partners first reported a position in AVRE in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.63K in Q3 2024. 144 funds tracked by Wall St. Rank hold AVRE as of Q4 2025.

  • Global Retirement Partners held 16 shares of Avantis Real Estate ETF worth $696 as of Q4 2025.
  • Global Retirement Partners left its Avantis Real Estate ETF share count unchanged in Q4 2025.
  • Avantis Real Estate ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3944 holding.
  • Global Retirement Partners first reported a position in Avantis Real Estate ETF in Q3 2024 and has held it in 4 quarters since.
  • Global Retirement Partners's Avantis Real Estate ETF position peaked at $3.63K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.