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

Seaside 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
2026
Q1 		$12M Buy
273,411
+7,766
+3% +$351K 3.39% 9
2025
Q4 		$11.6M Buy
265,645
+28,877
+12% +$1.27M 3.3% 9
2025
Q3 		$10.5M Buy
236,768
+6,945
+3% +$309K 3.13% 9
2025
Q2 		$10.1M Buy
229,823
+8,436
+4% +$365K 3.23% 9
2025
Q1 		$9.52M Buy
221,387
+11,879
+6% +$509K 3.4% 9
2024
Q4 		$8.78M Buy
209,508
+16,552
+9% +$740K 3.21% 9
2024
Q3 		$9.1M Buy
192,956
+7,316
+4% +$328K 3.44% 8
2024
Q2 		$7.65M Buy
185,640
+7,321
+4% +$299K 3.17% 8
2024
Q1 		$7.54M Buy
178,319
+4,536
+3% +$189K 3.22% 9
2023
Q4 		$7.53M Buy
173,783
+8,019
+5% +$314K 3.44% 9
2023
Q3 		$6.23M Buy
165,764
+11,927
+8% +$484K 3.16% 9
2023
Q2 		$6.3M Buy
+153,837
New +$6.31M 3.26% 8

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

Seaside Wealth Management's AVRE Position: Q1 2026 in Review

Seaside Wealth Management increased its Avantis Real Estate ETF (AVRE) stake by 2.9% in Q1 2026, buying an estimated $351K and bringing the position to 273,411 shares worth $12M. The position accounts for 3.39% of the portfolio, ranked #9.

Seaside Wealth Management first reported a position in AVRE in Q2 2023 and has held it in 12 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Seaside Wealth Management held 273,411 shares of Avantis Real Estate ETF worth $12M as of Q1 2026.
  • Seaside Wealth Management bought 7,766 Avantis Real Estate ETF shares in Q1 2026, an estimated $351K.
  • Avantis Real Estate ETF made up 3.39% of Seaside Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Seaside Wealth Management first reported a position in Avantis Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.