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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
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
New +$924K 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

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

MB Generational Wealth's AVRE Position: Q1 2026 in Review

MB Generational Wealth reduced its Avantis Real Estate ETF (AVRE) stake by 21% in Q1 2026, selling an estimated $196K and leaving 16,419 shares worth $723K. The position accounts for 0.4% of the portfolio, ranked #38.

MB Generational Wealth first reported a position in AVRE in Q4 2023 and has held it in 9 quarters since. The position peaked at $926K in Q3 2025. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • MB Generational Wealth held 16,419 shares of Avantis Real Estate ETF worth $723K as of Q1 2026.
  • MB Generational Wealth sold 4,321 Avantis Real Estate ETF shares in Q1 2026, an estimated $196K.
  • Avantis Real Estate ETF made up 0.4% of MB Generational Wealth's portfolio in Q1 2026, its #38 holding.
  • MB Generational Wealth first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 9 quarters since.
  • MB Generational Wealth's Avantis Real Estate ETF position peaked at $926K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.