Vestment Financial’s Avantis Real Estate ETF AVRE Stock Holding History

Vestment Financial’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	$6.68M	Buy	152,574 +1,066	+0.7%	+$50.7K	2.98%	7
2026 Q2	$7.22M	Sell	151,508 -3,303	-2%	-$156K	3.24%	8
2026 Q1	$7.43M	Buy	154,811 +2,248	+1%	+$102K	3.5%	8
2025 Q4	$6.71M	Buy	152,563 +14,057	+10%	+$619K	3.48%	8
2025 Q3	$6.15M	Buy	138,506 +9,967	+8%	+$443K	3.51%	8
2025 Q2	$5.7M	Buy	128,539 +9,244	+8%	+$400K	3.61%	7
2025 Q1	$5.16M	Buy	119,295 +8,715	+8%	+$373K	3.7%	9
2024 Q4	$4.57M	Buy	+110,580	New	+$4.94M	3.49%	9

Other funds holding AVRE

Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $1.27B AUM 14.86% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Vestment Financial's AVRE Position: Q3 2026 in Review

Vestment Financial increased its Avantis Real Estate ETF (AVRE) stake by 0.7% in Q3 2026, buying an estimated $50.7K and bringing the position to 152,574 shares worth $6.68M. The position accounts for 2.98% of the portfolio, ranked #7.

Vestment Financial first reported a position in AVRE in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.43M in Q1 2026. 138 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

Vestment Financial held 152,574 shares of Avantis Real Estate ETF worth $6.68M as of Q3 2026.
Vestment Financial bought 1,066 Avantis Real Estate ETF shares in Q3 2026, an estimated $50.7K.
Avantis Real Estate ETF made up 2.98% of Vestment Financial's portfolio in Q3 2026, its #7 holding.
Vestment Financial first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
Vestment Financial's Avantis Real Estate ETF position peaked at $7.43M in Q1 2026.
138 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Vestment Financial's 13F filing for Q3 2026, filed 13 Oct 2026.