Strategic Blueprint
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Strategic Blueprint’s Avantis Real Estate ETF AVRE Stock Holding History

Strategic Blueprint’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 		$5.93M Buy
133,785
+2,431
+2% +$116K 0.29% 90
2026
Q2 		$6.22M Sell
131,354
-633
-0.5% -$29.9K 0.31% 83
2026
Q1 		$5.81M Sell
131,987
-4,670
-3% -$211K 0.34% 78
2025
Q4 		$5.95M Sell
136,657
-2,650
-2% -$117K 0.35% 75
2025
Q3 		$6.2M Buy
139,307
+5,904
+4% +$262K 0.27% 93
2025
Q2 		$5.89M Buy
133,403
+10,255
+8% +$444K 0.29% 90
2025
Q1 		$5.3M Buy
123,148
+6,304
+5% +$270K 0.29% 87
2024
Q4 		$4.9M Buy
116,844
+5,359
+5% +$240K 0.29% 85
2024
Q3 		$5.26M Sell
111,485
-962
-0.9% -$43.2K 0.33% 73
2024
Q2 		$4.64M Buy
112,447
+6,427
+6% +$262K 0.31% 80
2024
Q1 		$4.48M Buy
106,020
+4,252
+4% +$178K 0.32% 78
2023
Q4 		$4.41M Buy
101,768
+4,921
+5% +$193K 0.36% 68
2023
Q3 		$3.64M Buy
96,847
+2,224
+2% +$90.2K 0.34% 69
2023
Q2 		$3.87M Buy
94,623
+1,606
+2% +$65.9K 0.37% 61
2023
Q1 		$3.86M Buy
93,017
+6,814
+8% +$290K 0.4% 56
2022
Q4 		$3.54M Buy
86,203
+16,156
+23% +$655K 0.41% 60
2022
Q3 		$2.73M Buy
70,047
+9,514
+16% +$430K 0.33% 78
2022
Q2 		$2.69M Buy
60,533
+13,052
+27% +$632K 0.33% 83
2022
Q1 		$2.5M Buy
47,481
+41,948
+758% +$2.15M 0.29% 85
2021
Q4 		$309K Buy
+5,533
New +$292K 0.04% 374

Other funds holding AVRE

ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Physician Wealth Solutions
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
Level Financial Advisors
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Leading Edge Financial Planning
Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Strategic Blueprint's AVRE Position: Q3 2026 in Review

Strategic Blueprint increased its Avantis Real Estate ETF (AVRE) stake by 1.9% in Q3 2026, buying an estimated $116K and bringing the position to 133,785 shares worth $5.93M. The position accounts for 0.29% of the portfolio, ranked #90.

Strategic Blueprint first reported a position in AVRE in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.22M in Q2 2026. 49 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • Strategic Blueprint held 133,785 shares of Avantis Real Estate ETF worth $5.93M as of Q3 2026.
  • Strategic Blueprint bought 2,431 Avantis Real Estate ETF shares in Q3 2026, an estimated $116K.
  • Avantis Real Estate ETF made up 0.29% of Strategic Blueprint's portfolio in Q3 2026, its #90 holding.
  • Strategic Blueprint first reported a position in Avantis Real Estate ETF in Q4 2021 and has held it in 20 quarters since.
  • Strategic Blueprint's Avantis Real Estate ETF position peaked at $6.22M in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.