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

Parkworth 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
2025
Q2 		$900K Buy
20,386
+172
+0.9% +$7.44K 0.65% 31
2025
Q1 		$869K Buy
20,214
+494
+3% +$21.2K 0.69% 30
2024
Q4 		$827K Buy
+19,720
New +$882K 0.69% 30

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Parkworth Wealth Management's AVRE Position: Q2 2025 in Review

Parkworth Wealth Management increased its Avantis Real Estate ETF (AVRE) stake by 0.85% in Q2 2025, buying an estimated $7.44K and bringing the position to 20,386 shares worth $900K. The position accounts for 0.65% of the portfolio, ranked #31.

Parkworth Wealth Management first reported a position in AVRE in Q4 2024 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold AVRE as of Q2 2025.

  • Parkworth Wealth Management held 20,386 shares of Avantis Real Estate ETF worth $900K as of Q2 2025.
  • Parkworth Wealth Management bought 172 Avantis Real Estate ETF shares in Q2 2025, an estimated $7.44K.
  • Avantis Real Estate ETF made up 0.65% of Parkworth Wealth Management's portfolio in Q2 2025, its #31 holding.
  • Parkworth Wealth Management first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.