Rockefeller Capital Management
AVRE icon

Rockefeller Capital Management’s Avantis Real Estate ETF AVRE Stock Holding History

Rockefeller Capital 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
Q1 		– Sell
-11,685
Closed -$490K – 1666
2024
Q4 		$490K Buy
+11,685
New +$522K ﹤0.01% 1477

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CIG
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HIGP
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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 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
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Rockefeller Capital Management's AVRE Position: Q1 2025 in Review

Rockefeller Capital Management sold out of Avantis Real Estate ETF (AVRE) in Q1 2025, closing a stake of 11,685 shares — an estimated $490K sold.

Rockefeller Capital Management first reported a position in AVRE in Q4 2024 and held it in 1 quarter. The position peaked at $490K in Q4 2024. 133 funds tracked by Wall St. Rank hold AVRE as of Q1 2025.

  • Rockefeller Capital Management reported no remaining Avantis Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Rockefeller Capital Management sold 11,685 Avantis Real Estate ETF shares in Q1 2025, an estimated $490K.
  • Rockefeller Capital Management first reported a position in Avantis Real Estate ETF in Q4 2024 and held it in 1 quarter.
  • Rockefeller Capital Management's Avantis Real Estate ETF position peaked at $490K in Q4 2024.
  • 133 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2025.

Based on Rockefeller Capital Management's 13F filing for Q1 2025, filed 14 May 2025.