MB Generational Wealth
AVRE icon

MB Generational Wealth’s Avantis Real Estate ETF AVRE Stock Holding History

MB Generational Wealth’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 		$737K Buy
16,614
+195
+1% +$9.27K 0.38% 38
2026
Q2 		$778K Hold
16,419
– – 0.38% 39
2026
Q1 		$723K Sell
16,419
-4,321
-21% -$196K 0.4% 38
2025
Q4 		$903K Sell
20,740
-68
-0.3% -$3K 0.48% 34
2025
Q3 		$926K Buy
20,808
+1,314
+7% +$58.4K 0.59% 26
2025
Q2 		$861K Buy
19,494
+10,280
+112% +$445K 0.59% 26
2025
Q1 		$396K Sell
9,214
-8,972
-49% -$384K 0.3% 35
2024
Q4 		$762K Buy
18,186
+5,450
+43% +$244K 0.56% 25
2024
Q3 		$600K Buy
12,736
+7,545
+145% +$339K 0.43% 29
2024
Q2 		$214K Sell
5,191
-3,450
-40% -$141K 0.17% 51
2024
Q1 		$365K Sell
8,641
-345
-4% -$14.4K 0.29% 32
2023
Q4 		$389K Buy
+8,986
New +$352K 0.37% 31

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

MB Generational Wealth's AVRE Position: Q3 2026 in Review

MB Generational Wealth increased its Avantis Real Estate ETF (AVRE) stake by 1.2% in Q3 2026, buying an estimated $9.27K and bringing the position to 16,614 shares worth $737K. The position accounts for 0.38% of the portfolio, ranked #38.

MB Generational Wealth first reported a position in AVRE in Q4 2023 and has held it in 12 quarters since. The position peaked at $926K in Q3 2025. 104 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • MB Generational Wealth held 16,614 shares of Avantis Real Estate ETF worth $737K as of Q3 2026.
  • MB Generational Wealth bought 195 Avantis Real Estate ETF shares in Q3 2026, an estimated $9.27K.
  • Avantis Real Estate ETF made up 0.38% of MB Generational Wealth's portfolio in Q3 2026, its #38 holding.
  • MB Generational Wealth first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
  • MB Generational Wealth's Avantis Real Estate ETF position peaked at $926K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on MB Generational Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.