VWA
AVRE icon

Valued Wealth Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Valued Wealth Advisors’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
Q2 		$4.64M Buy
97,930
+3,724
+4% +$176K 1.69% 11
2026
Q1 		$4.15M Buy
94,206
+692
+0.7% +$31.3K 1.68% 12
2025
Q4 		$4.07M Buy
93,514
+5,137
+6% +$226K 1.79% 11
2025
Q3 		$3.93M Buy
88,377
+8,481
+11% +$377K 1.82% 11
2025
Q2 		$3.53M Buy
79,896
+3,518
+5% +$152K 1.84% 11
2025
Q1 		$3.29M Buy
76,378
+6,305
+9% +$270K 1.97% 11
2024
Q4 		$2.94M Buy
70,073
+2,446
+4% +$109K 1.84% 11
2024
Q3 		$3.19M Buy
67,627
+1,600
+2% +$71.8K 2.07% 11
2024
Q2 		$2.72M Buy
66,027
+2,178
+3% +$88.8K 1.87% 10
2024
Q1 		$2.7M Buy
63,849
+13,786
+28% +$576K 1.91% 11
2023
Q4 		$1.88M Buy
+50,063
New +$1.96M 1.74% 11

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
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
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Valued Wealth Advisors's AVRE Position: Q2 2026 in Review

Valued Wealth Advisors increased its Avantis Real Estate ETF (AVRE) stake by 4% in Q2 2026, buying an estimated $176K and bringing the position to 97,930 shares worth $4.64M. The position accounts for 1.69% of the portfolio, ranked #11.

Valued Wealth Advisors first reported a position in AVRE in Q4 2023 and has held it in 11 quarters since. 53 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Valued Wealth Advisors held 97,930 shares of Avantis Real Estate ETF worth $4.64M as of Q2 2026.
  • Valued Wealth Advisors bought 3,724 Avantis Real Estate ETF shares in Q2 2026, an estimated $176K.
  • Avantis Real Estate ETF made up 1.69% of Valued Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Valued Wealth Advisors first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 53 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.