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Waypoint Wealth Partners’s Avantis Real Estate ETF AVRE Stock Holding History

Waypoint Wealth Partners’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
Q2 		$1.53M Sell
34,746
-365
-1% -$15.8K 0.37% 25
2025
Q1 		$1.51M Sell
35,111
-2,606
-7% -$112K 0.42% 24
2024
Q4 		$1.58M Hold
37,717
– – 0.43% 25
2024
Q3 		$1.78M Hold
37,717
– – 0.47% 22
2024
Q2 		$1.55M Hold
37,717
– – 0.45% 22
2024
Q1 		$1.59M Hold
37,717
– – 0.45% 21
2023
Q4 		$1.63M Buy
+37,717
New +$1.48M 0.51% 19

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

Waypoint Wealth Partners's AVRE Position: Q2 2025 in Review

Waypoint Wealth Partners reduced its Avantis Real Estate ETF (AVRE) stake by 1% in Q2 2025, selling an estimated $15.8K and leaving 34,746 shares worth $1.53M. The position accounts for 0.37% of the portfolio, ranked #25.

Waypoint Wealth Partners first reported a position in AVRE in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.78M in Q3 2024. 133 funds tracked by Wall St. Rank hold AVRE as of Q2 2025.

  • Waypoint Wealth Partners held 34,746 shares of Avantis Real Estate ETF worth $1.53M as of Q2 2025.
  • Waypoint Wealth Partners sold 365 Avantis Real Estate ETF shares in Q2 2025, an estimated $15.8K.
  • Avantis Real Estate ETF made up 0.37% of Waypoint Wealth Partners's portfolio in Q2 2025, its #25 holding.
  • Waypoint Wealth Partners first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 7 quarters since.
  • Waypoint Wealth Partners's Avantis Real Estate ETF position peaked at $1.78M in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.