LexAurum Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

LexAurum 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 Q3	$13M	Buy	293,287 +7,790	+3%	+$370K	1.46%	14
2026 Q2	$13.5M	Sell	285,497 -1,143	-0.4%	-$53.9K	1.56%	13
2026 Q1	$12.6M	Buy	+286,640	New	+$13M	1.64%	13
2025 Q3	$9.9M	Buy	221,538 +21,909	+11%	+$973K	1.4%	16
2025 Q2	$8.82M	Buy	199,629 +63,794	+47%	+$2.76M	1.39%	15
2025 Q1	$5.84M	Buy	135,835 +10,847	+9%	+$465K	1.12%	23
2024 Q4	$5.24M	Buy	+124,988	New	+$5.59M	1.04%	25

Other funds holding AVRE

ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

LexAurum Advisors's AVRE Position: Q3 2026 in Review

LexAurum Advisors increased its Avantis Real Estate ETF (AVRE) stake by 2.7% in Q3 2026, buying an estimated $370K and bringing the position to 293,287 shares worth $13M. The position accounts for 1.46% of the portfolio, ranked #14.

LexAurum Advisors first reported a position in AVRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5M in Q2 2026. 33 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

LexAurum Advisors held 293,287 shares of Avantis Real Estate ETF worth $13M as of Q3 2026.
LexAurum Advisors bought 7,790 Avantis Real Estate ETF shares in Q3 2026, an estimated $370K.
Avantis Real Estate ETF made up 1.46% of LexAurum Advisors's portfolio in Q3 2026, its #14 holding.
LexAurum Advisors first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
LexAurum Advisors's Avantis Real Estate ETF position peaked at $13.5M in Q2 2026.
33 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.