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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
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
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 $19B AUM 51.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

MB Generational Wealth's AVRE Position: Q2 2026 in Review

MB Generational Wealth held its Avantis Real Estate ETF (AVRE) position steady in Q2 2026 at 16,419 shares worth $778K. The position accounts for 0.38% of the portfolio, ranked #39.

MB Generational Wealth first reported a position in AVRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $926K in Q3 2025. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • MB Generational Wealth held 16,419 shares of Avantis Real Estate ETF worth $778K as of Q2 2026.
  • MB Generational Wealth left its Avantis Real Estate ETF share count unchanged in Q2 2026.
  • Avantis Real Estate ETF made up 0.38% of MB Generational Wealth's portfolio in Q2 2026, its #39 holding.
  • MB Generational Wealth first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • MB Generational Wealth's Avantis Real Estate ETF position peaked at $926K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on MB Generational Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.