Life Planning Partners
AVRE icon

Life Planning Partners’s Avantis Real Estate ETF AVRE Stock Holding History

Life Planning 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
2026
Q3 		$1.57M Sell
35,331
-3,005
-8% -$143K 1.25% 21
2026
Q2 		$1.82M Sell
38,336
-1,089
-3% -$51.4K 1.35% 20
2026
Q1 		$1.74M Buy
39,425
+3,992
+11% +$181K 1.32% 21
2025
Q4 		$1.54M Buy
35,433
+3,793
+12% +$167K 1.18% 22
2025
Q3 		$1.41M Buy
31,640
+2,454
+8% +$109K 1.03% 25
2025
Q2 		$1.29M Buy
29,186
+1,150
+4% +$49.8K 1.03% 26
2025
Q1 		$1.21M Buy
28,036
+1,131
+4% +$48.5K 1.09% 23
2024
Q4 		$1.13M Buy
26,905
+1,746
+7% +$78.1K 1.04% 25
2024
Q3 		$1.19M Buy
+25,159
New +$1.13M 1.06% 24

Other funds holding AVRE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return
Hill Investment Group Partners
Hill Investment Group Partners St. Louis, Missouri $1.27B AUM 14.86% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Seaside Wealth Management
Seaside Wealth Management Carlsbad, California $408M AUM 13.85% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Life Planning Partners's AVRE Position: Q3 2026 in Review

Life Planning Partners reduced its Avantis Real Estate ETF (AVRE) stake by 7.8% in Q3 2026, selling an estimated $143K and leaving 35,331 shares worth $1.57M. The position accounts for 1.25% of the portfolio, ranked #21.

Life Planning Partners first reported a position in AVRE in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.82M in Q2 2026. 108 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • Life Planning Partners held 35,331 shares of Avantis Real Estate ETF worth $1.57M as of Q3 2026.
  • Life Planning Partners sold 3,005 Avantis Real Estate ETF shares in Q3 2026, an estimated $143K.
  • Avantis Real Estate ETF made up 1.25% of Life Planning Partners's portfolio in Q3 2026, its #21 holding.
  • Life Planning Partners first reported a position in Avantis Real Estate ETF in Q3 2024 and has held it in 9 quarters since.
  • Life Planning Partners's Avantis Real Estate ETF position peaked at $1.82M in Q2 2026.
  • 108 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.