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

Networth 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 		$3.63M Buy
81,848
+2,708
+3% +$129K 2.09% 13
2026
Q2 		$3.75M Buy
79,140
+10,567
+15% +$499K 2.18% 14
2026
Q1 		$3.02M Buy
68,573
+3,069
+5% +$139K 2.13% 14
2025
Q4 		$2.85M Buy
+65,504
New +$2.89M 2.1% 14

Other funds holding AVRE

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
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
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
Quarry Hill Advisors
Quarry Hill Advisors St Paul, Minnesota $269M AUM 17.13% 1-Year Est. Return

Networth Advisors's AVRE Position: Q3 2026 in Review

Networth Advisors increased its Avantis Real Estate ETF (AVRE) stake by 3.4% in Q3 2026, buying an estimated $129K and bringing the position to 81,848 shares worth $3.63M. The position accounts for 2.09% of the portfolio, ranked #13.

Networth Advisors first reported a position in AVRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.75M in Q2 2026. 80 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • Networth Advisors held 81,848 shares of Avantis Real Estate ETF worth $3.63M as of Q3 2026.
  • Networth Advisors bought 2,708 Avantis Real Estate ETF shares in Q3 2026, an estimated $129K.
  • Avantis Real Estate ETF made up 2.09% of Networth Advisors's portfolio in Q3 2026, its #13 holding.
  • Networth Advisors first reported a position in Avantis Real Estate ETF in Q4 2025 and has held it in 4 quarters since.
  • Networth Advisors's Avantis Real Estate ETF position peaked at $3.75M in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.