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W.H. Cornerstone Investments’s Avantis Real Estate ETF AVRE Stock Holding History

W.H. Cornerstone Investments’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
2025
Q4 		– Sell
-4,518
Closed -$201K – 114
2025
Q3 		$201K Buy
+4,518
New +$201K 0.12% 115

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B
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W.H. Cornerstone Investments's AVRE Position: Q4 2025 in Review

W.H. Cornerstone Investments sold out of Avantis Real Estate ETF (AVRE) in Q4 2025, closing a stake of 4,518 shares — an estimated $201K sold.

W.H. Cornerstone Investments first reported a position in AVRE in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 144 funds tracked by Wall St. Rank hold AVRE as of Q4 2025.

  • W.H. Cornerstone Investments reported no remaining Avantis Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 4,518 Avantis Real Estate ETF shares in Q4 2025, an estimated $201K.
  • W.H. Cornerstone Investments first reported a position in Avantis Real Estate ETF in Q3 2025 and held it in 1 quarter.
  • W.H. Cornerstone Investments's Avantis Real Estate ETF position peaked at $201K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q4 2025.

Based on W.H. Cornerstone Investments's 13F filing for Q4 2025, filed 10 Feb 2026.