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 Q3	$11.8M	Sell	266,862 -16,812	-6%	-$799K	4.66%	8
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

SWA

ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

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

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

BPW

BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return

Physician Wealth Solutions's AVRE Position: Q3 2026 in Review

Physician Wealth Solutions reduced its Avantis Real Estate ETF (AVRE) stake by 5.9% in Q3 2026, selling an estimated $799K and leaving 266,862 shares worth $11.8M. The position accounts for 4.66% of the portfolio, ranked #8.

Physician Wealth Solutions first reported a position in AVRE in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.2M in Q3 2024. 26 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

Physician Wealth Solutions held 266,862 shares of Avantis Real Estate ETF worth $11.8M as of Q3 2026.
Physician Wealth Solutions sold 16,812 Avantis Real Estate ETF shares in Q3 2026, an estimated $799K.
Avantis Real Estate ETF made up 4.66% of Physician Wealth Solutions's portfolio in Q3 2026, its #8 holding.
Physician Wealth Solutions first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
Physician Wealth Solutions's Avantis Real Estate ETF position peaked at $14.2M in Q3 2024.
26 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.