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Physician Wealth Solutions’s Avantis Real Estate ETF AVRE Stock Holding History

Physician Wealth Solutions’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 		$13.4M Sell
283,674
-5,350
-2% -$252K 5.1% 6
2026
Q1 		$12.7M Sell
289,024
-2,981
-1% -$135K 5.27% 5
2025
Q4 		$12.7M Sell
292,005
-4,179
-1% -$184K 5.39% 5
2025
Q3 		$13.2M Sell
296,184
-1,759
-0.6% -$78.1K 5.75% 5
2025
Q2 		$13.2M Sell
297,943
-10,015
-3% -$433K 6.1% 4
2025
Q1 		$13.2M Sell
307,958
-5,778
-2% -$248K 6.66% 5
2024
Q4 		$13.2M Buy
313,736
+2,745
+0.9% +$123K 6.59% 6
2024
Q3 		$14.2M Buy
310,991
+55,686
+22% +$2.5M 7.07% 4
2024
Q2 		$10.5M Buy
255,305
+67,980
+36% +$2.77M 7.51% 2
2024
Q1 		$7.92M Buy
187,325
+61,267
+49% +$2.56M 6.65% 4
2023
Q4 		$5.46M Buy
+126,058
New +$4.94M 5.45% 6

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Physician Wealth Solutions's AVRE Position: Q2 2026 in Review

Physician Wealth Solutions reduced its Avantis Real Estate ETF (AVRE) stake by 1.9% in Q2 2026, selling an estimated $252K and leaving 283,674 shares worth $13.4M. The position accounts for 5.1% of the portfolio, ranked #6.

Physician Wealth Solutions first reported a position in AVRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.2M in Q3 2024. 29 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Physician Wealth Solutions held 283,674 shares of Avantis Real Estate ETF worth $13.4M as of Q2 2026.
  • Physician Wealth Solutions sold 5,350 Avantis Real Estate ETF shares in Q2 2026, an estimated $252K.
  • Avantis Real Estate ETF made up 5.1% of Physician Wealth Solutions's portfolio in Q2 2026, its #6 holding.
  • Physician Wealth Solutions first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Physician Wealth Solutions's Avantis Real Estate ETF position peaked at $14.2M in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.