SAM
AVRE icon

Satovsky Asset Management’s Avantis Real Estate ETF AVRE Stock Holding History

Satovsky Asset 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
Q1 		$975K Buy
22,156
+16
+0.1% +$724 0.17% 26
2025
Q4 		$964K Buy
22,140
+240
+1% +$10.6K 0.19% 24
2025
Q3 		$974K Buy
21,900
+141
+0.6% +$6.26K 0.19% 22
2025
Q2 		$961K Sell
21,759
-16
-0.1% -$692 0.2% 21
2025
Q1 		$937K Buy
21,775
+119
+0.5% +$5.1K 0.21% 21
2024
Q4 		$908K Buy
21,656
+173
+0.8% +$7.73K 0.21% 20
2024
Q3 		$1.01M Buy
21,483
+254
+1% +$11.4K 0.23% 20
2024
Q2 		$875K Buy
21,229
+157
+0.7% +$6.4K 0.21% 20
2024
Q1 		$891K Buy
21,072
+115
+0.5% +$4.8K 0.26% 20
2023
Q4 		$908K Sell
20,957
-518
-2% -$20.3K 0.28% 20
2023
Q3 		$807K Sell
21,475
-193
-0.9% -$7.83K 0.27% 20
2023
Q2 		$887K Sell
21,668
-5,573
-20% -$229K 0.3% 20
2023
Q1 		$1.13M Buy
27,241
+1,360
+5% +$57.9K 0.42% 15
2022
Q4 		$1.06M Buy
+25,881
New +$1.05M 0.44% 14

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Satovsky Asset Management's AVRE Position: Q1 2026 in Review

Satovsky Asset Management increased its Avantis Real Estate ETF (AVRE) stake by 0.07% in Q1 2026, buying an estimated $724 and bringing the position to 22,156 shares worth $975K. The position accounts for 0.17% of the portfolio, ranked #26.

Satovsky Asset Management first reported a position in AVRE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.13M in Q1 2023. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Satovsky Asset Management held 22,156 shares of Avantis Real Estate ETF worth $975K as of Q1 2026.
  • Satovsky Asset Management bought 16 Avantis Real Estate ETF shares in Q1 2026, an estimated $724.
  • Avantis Real Estate ETF made up 0.17% of Satovsky Asset Management's portfolio in Q1 2026, its #26 holding.
  • Satovsky Asset Management first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • Satovsky Asset Management's Avantis Real Estate ETF position peaked at $1.13M in Q1 2023.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.