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

Jackson Thornton 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
Q1 		$278K Hold
5,985
– – 0.03% 205
2025
Q4 		$262K Hold
5,985
– – 0.02% 235
2025
Q3 		$263K Hold
5,985
– – 0.03% 208
2025
Q2 		$263K Hold
5,985
– – 0.03% 101
2025
Q1 		$254K Hold
5,985
– – 0.03% 76
2024
Q4 		$251K Sell
5,985
-2,335
-28% -$104K 0.03% 70
2024
Q3 		$392K Buy
8,320
+2,337
+39% +$105K 0.05% 47
2024
Q2 		$247K Hold
5,983
– – 0.04% 51
2024
Q1 		$253K Hold
5,983
– – 0.04% 46
2023
Q4 		$259K Buy
+5,983
New +$234K 0.05% 46

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

Jackson Thornton Wealth Management's AVRE Position: Q1 2026 in Review

Jackson Thornton Wealth Management held its Avantis Real Estate ETF (AVRE) position steady in Q1 2026 at 5,985 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #205.

Jackson Thornton Wealth Management first reported a position in AVRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $392K in Q3 2024. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Jackson Thornton Wealth Management held 5,985 shares of Avantis Real Estate ETF worth $278K as of Q1 2026.
  • Jackson Thornton Wealth Management left its Avantis Real Estate ETF share count unchanged in Q1 2026.
  • Avantis Real Estate ETF made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Jackson Thornton Wealth Management first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • Jackson Thornton Wealth Management's Avantis Real Estate ETF position peaked at $392K in Q3 2024.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.