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Leading Edge Financial Planning’s Avantis Real Estate ETF AVRE Stock Holding History

Leading Edge Financial Planning’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 		$9.94M Buy
225,870
+31,938
+16% +$1.45M 2.09% 11
2025
Q4 		$8.44M Buy
193,932
+42,453
+28% +$1.87M 1.92% 13
2025
Q3 		$6.74M Buy
151,479
+25,452
+20% +$1.13M 1.69% 14
2025
Q2 		$5.57M Buy
126,027
+21,909
+21% +$948K 1.55% 14
2025
Q1 		$4.48M Buy
104,118
+23,782
+30% +$1.02M 1.4% 15
2024
Q4 		$3.37M Buy
80,336
+24,281
+43% +$1.09M 1.1% 16
2024
Q3 		$2.64M Buy
56,055
+28,584
+104% +$1.28M 0.89% 14
2024
Q2 		$1.13M Buy
+27,471
New +$1.12M 0.45% 23

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

Leading Edge Financial Planning's AVRE Position: Q1 2026 in Review

Leading Edge Financial Planning increased its Avantis Real Estate ETF (AVRE) stake by 16% in Q1 2026, buying an estimated $1.45M and bringing the position to 225,870 shares worth $9.94M. The position accounts for 2.09% of the portfolio, ranked #11.

Leading Edge Financial Planning first reported a position in AVRE in Q2 2024 and has held it in 8 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Leading Edge Financial Planning held 225,870 shares of Avantis Real Estate ETF worth $9.94M as of Q1 2026.
  • Leading Edge Financial Planning bought 31,938 Avantis Real Estate ETF shares in Q1 2026, an estimated $1.45M.
  • Avantis Real Estate ETF made up 2.09% of Leading Edge Financial Planning's portfolio in Q1 2026, its #11 holding.
  • Leading Edge Financial Planning first reported a position in Avantis Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.