Wealthcare Advisory Partners’s Avantis Real Estate ETF AVRE Stock Holding History

Wealthcare Advisory 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
2026 Q3	$3.89M	Buy	87,709 +3,418	+4%	+$162K	0.07%	245
2026 Q2	$3.99M	Buy	84,291 +5,699	+7%	+$269K	0.08%	212
2026 Q1	$3.46M	Buy	78,592 +1,075	+1%	+$48.6K	0.07%	251
2025 Q4	$3.37M	Buy	77,517 +3,872	+5%	+$171K	0.07%	245
2025 Q3	$3.28M	Buy	73,645 +1,209	+2%	+$53.7K	0.07%	235
2025 Q2	$3.2M	Sell	72,436 -13,585	-16%	-$588K	0.07%	229
2025 Q1	$3.7M	Buy	+86,021	New	+$3.69M	0.1%	176
2024 Q4	–	Sell	-4,405	Closed	-$208K	–	891
2024 Q3	$208K	Buy	+4,405	New	+$198K	0.01%	824
2024 Q1	–	Sell	-5,107	Closed	-$221K	–	803
2023 Q4	$221K	Buy	+5,107	New	+$200K	0.01%	694
2023 Q3	–	Sell	-5,066	Closed	-$207K	–	700
2023 Q2	$207K	Buy	5,066 +13	+0.3%	+$533	0.01%	671
2023 Q1	$209K	Buy	5,053 +12	+0.2%	+$511	0.01%	676
2022 Q4	$207K	Buy	+5,041	New	+$204K	0.01%	646

Other funds holding AVRE

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

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

Seaside Wealth Management Carlsbad, California $408M AUM 13.85% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Wealthcare Advisory Partners's AVRE Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Avantis Real Estate ETF (AVRE) stake by 4.1% in Q3 2026, buying an estimated $162K and bringing the position to 87,709 shares worth $3.89M. The position accounts for 0.07% of the portfolio, ranked #245.

Wealthcare Advisory Partners first reported a position in AVRE in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.99M in Q2 2026. 104 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

Wealthcare Advisory Partners held 87,709 shares of Avantis Real Estate ETF worth $3.89M as of Q3 2026.
Wealthcare Advisory Partners bought 3,418 Avantis Real Estate ETF shares in Q3 2026, an estimated $162K.
Avantis Real Estate ETF made up 0.07% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #245 holding.
Wealthcare Advisory Partners first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 12 quarters since.
Wealthcare Advisory Partners's Avantis Real Estate ETF position peaked at $3.99M in Q2 2026.
104 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.