Northwestern Mutual Wealth Management
AVRE icon

Northwestern Mutual Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Northwestern Mutual Wealth Management’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 		$717K Buy
15,130
+48
+0.3% +$2.27K ﹤0.01% 1532
2026
Q1 		$664K Buy
15,082
+109
+0.7% +$4.93K ﹤0.01% 1470
2025
Q4 		$652K Buy
14,973
+403
+3% +$17.8K ﹤0.01% 1439
2025
Q3 		$648K Buy
14,570
+2,010
+16% +$89.3K ﹤0.01% 1382
2025
Q2 		$555K Buy
12,560
+8,954
+248% +$387K ﹤0.01% 1351
2025
Q1 		$155K Sell
3,606
-2,265
-39% -$97K ﹤0.01% 1773
2024
Q4 		$246K Sell
5,871
-230
-4% -$10.3K ﹤0.01% 1566
2024
Q3 		$288K Buy
6,101
+1,381
+29% +$62K ﹤0.01% 1508
2024
Q2 		$195K Hold
4,720
– – ﹤0.01% 1578
2024
Q1 		$200K Sell
4,720
-2,579
-35% -$108K ﹤0.01% 1556
2023
Q4 		$316K Buy
7,299
+7,137
+4,406% +$279K ﹤0.01% 1349
2023
Q3 		$6.09K Buy
+162
New +$6.57K ﹤0.01% 2699

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

Northwestern Mutual Wealth Management's AVRE Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Avantis Real Estate ETF (AVRE) stake by 0.32% in Q2 2026, buying an estimated $2.27K and bringing the position to 15,130 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Northwestern Mutual Wealth Management first reported a position in AVRE in Q3 2023 and has held it in 12 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Northwestern Mutual Wealth Management held 15,130 shares of Avantis Real Estate ETF worth $717K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 48 Avantis Real Estate ETF shares in Q2 2026, an estimated $2.27K.
  • Avantis Real Estate ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1532 holding.
  • Northwestern Mutual Wealth Management first reported a position in Avantis Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.