NRWA
AVRE icon

North Ridge Wealth Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

North Ridge Wealth 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
Q1 		$4.53M Sell
102,837
-2,202
-2% -$99.6K 2.55% 12
2025
Q4 		$4.57M Buy
105,039
+1,812
+2% +$79.8K 2.56% 13
2025
Q3 		$4.59M Buy
103,227
+94
+0.1% +$4.18K 2.63% 13
2025
Q2 		$4.55M Buy
103,133
+301
+0.3% +$13K 2.8% 12
2025
Q1 		$4.42M Sell
102,832
-420
-0.4% -$18K 2.95% 12
2024
Q4 		$4.33M Sell
103,252
-1,634
-2% -$73.1K 3% 12
2024
Q3 		$4.94M Sell
104,886
-437
-0.4% -$19.6K 3.36% 11
2024
Q2 		$4.34M Buy
105,323
+4,885
+5% +$199K 3.3% 10
2024
Q1 		$4.25M Buy
100,438
+113
+0.1% +$4.72K 3.29% 10
2023
Q4 		$4.35M Sell
100,325
-3,948
-4% -$155K 3.62% 10
2023
Q3 		$3.92M Buy
104,273
+3,489
+3% +$142K 3.82% 9
2023
Q2 		$4.13M Buy
100,784
+4,293
+4% +$176K 3.94% 9
2023
Q1 		$4M Buy
+96,491
New +$4.11M 4% 9

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

North Ridge Wealth Advisors's AVRE Position: Q1 2026 in Review

North Ridge Wealth Advisors reduced its Avantis Real Estate ETF (AVRE) stake by 2.1% in Q1 2026, selling an estimated $99.6K and leaving 102,837 shares worth $4.53M. The position accounts for 2.55% of the portfolio, ranked #12.

North Ridge Wealth Advisors first reported a position in AVRE in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.94M in Q3 2024. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • North Ridge Wealth Advisors held 102,837 shares of Avantis Real Estate ETF worth $4.53M as of Q1 2026.
  • North Ridge Wealth Advisors sold 2,202 Avantis Real Estate ETF shares in Q1 2026, an estimated $99.6K.
  • Avantis Real Estate ETF made up 2.55% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • North Ridge Wealth Advisors first reported a position in Avantis Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • North Ridge Wealth Advisors's Avantis Real Estate ETF position peaked at $4.94M in Q3 2024.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.