IA
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IFP Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

IFP 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
Q3 		– Sell
-1
Closed -$35 – 4838
2025
Q2 		$35 Sell
1
-4,336
-100% -$188K ﹤0.01% 4821
2025
Q1 		$187K Sell
4,337
-4,598
-51% -$197K 0.01% 1208
2024
Q4 		$375K Buy
8,935
+5,761
+182% +$258K 0.01% 853
2024
Q3 		$150K Buy
3,174
+7
+0.2% +$314 0.01% 1228
2024
Q2 		$131K Sell
3,167
-227
-7% -$9.26K 0.01% 1244
2024
Q1 		$143K Sell
3,394
-123
-3% -$5.14K 0.01% 1151
2023
Q4 		$152K Buy
3,517
+365
+12% +$14.3K 0.01% 1079
2023
Q3 		$118K Buy
3,152
+1,189
+61% +$48.2K 0.01% 1182
2023
Q2 		$80.3K Sell
1,963
-3
-0.2% -$123 ﹤0.01% 1413
2023
Q1 		$97.6K Buy
1,966
+562
+40% +$23.9K ﹤0.01% 1265
2022
Q4 		$72K Buy
1,404
+18
+1% +$730 ﹤0.01% 1974
2022
Q3 		$70K Buy
1,386
+975
+237% +$44.1K ﹤0.01% 2115
2022
Q2 		$21K Hold
411
– – ﹤0.01% 2785
2022
Q1 		$21K Buy
+411
New +$21.1K ﹤0.01% 2785

Other funds holding AVRE

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

IFP Advisors's AVRE Position: Q3 2025 in Review

IFP Advisors sold out of Avantis Real Estate ETF (AVRE) in Q3 2025, closing a stake of 1 share — an estimated $35 sold.

IFP Advisors first reported a position in AVRE in Q1 2022 and held it in 14 quarters. The position peaked at $375K in Q4 2024. 133 funds tracked by Wall St. Rank hold AVRE as of Q3 2025.

  • IFP Advisors reported no remaining Avantis Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 1 Avantis Real Estate ETF share in Q3 2025, an estimated $35.
  • IFP Advisors first reported a position in Avantis Real Estate ETF in Q1 2022 and held it in 14 quarters.
  • IFP Advisors's Avantis Real Estate ETF position peaked at $375K in Q4 2024.
  • 133 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.