PWM
AVRE icon

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

Parkshore 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
Q3 		$584K Sell
13,169
-440
-3% -$20.9K 0.15% 40
2026
Q2 		$645K Sell
13,609
-2,255
-14% -$106K 0.19% 39
2026
Q1 		$698K Sell
15,864
-11,356
-42% -$514K 0.23% 38
2025
Q4 		$1.18M Sell
27,220
-11,363
-29% -$501K 0.44% 26
2025
Q3 		$1.72M Sell
38,583
-20,106
-34% -$893K 0.7% 22
2025
Q2 		$2.59M Sell
58,689
-11,414
-16% -$494K 1.27% 18
2025
Q1 		$3.02M Sell
70,103
-3,569
-5% -$153K 1.75% 16
2024
Q4 		$3.09M Buy
+73,672
New +$3.29M 1.86% 15

Other funds holding AVRE

SWA
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
PC
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
PWS
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Parkshore Wealth Management's AVRE Position: Q3 2026 in Review

Parkshore Wealth Management reduced its Avantis Real Estate ETF (AVRE) stake by 3.2% in Q3 2026, selling an estimated $20.9K and leaving 13,169 shares worth $584K. The position accounts for 0.15% of the portfolio, ranked #40.

Parkshore Wealth Management first reported a position in AVRE in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.09M in Q4 2024. 30 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • Parkshore Wealth Management held 13,169 shares of Avantis Real Estate ETF worth $584K as of Q3 2026.
  • Parkshore Wealth Management sold 440 Avantis Real Estate ETF shares in Q3 2026, an estimated $20.9K.
  • Avantis Real Estate ETF made up 0.15% of Parkshore Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Parkshore Wealth Management first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
  • Parkshore Wealth Management's Avantis Real Estate ETF position peaked at $3.09M in Q4 2024.
  • 30 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.