Wells Fargo
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Wells Fargo’s Avantis Real Estate ETF AVRE Stock Holding History

Wells Fargo’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
Q1 		$9.49K Sell
216
-235
-52% -$10.6K ﹤0.01% 5982
2025
Q4 		$19.6K Buy
451
+179
+66% +$7.89K ﹤0.01% 5790
2025
Q3 		$12.1K Buy
272
+56
+26% +$2.49K ﹤0.01% 5908
2025
Q2 		$9.52K Hold
216
– – ﹤0.01% 5964
2025
Q1 		$9.27K Buy
216
+215
+21,500% +$9.21K ﹤0.01% 5899
2024
Q4 		$25 Sell
1
-123
-99% -$5.5K ﹤0.01% 6639
2024
Q3 		$5.83K Buy
+124
New +$5.56K ﹤0.01% 5897
2023
Q4 		– Sell
-457
Closed -$17.2K – 7587
2023
Q3 		$17.2K Hold
457
– – ﹤0.01% 5652
2023
Q2 		$18.7K Buy
+457
New +$18.7K ﹤0.01% 5760

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Wells Fargo's AVRE Position: Q1 2026 in Review

Wells Fargo reduced its Avantis Real Estate ETF (AVRE) stake by 52% in Q1 2026, selling an estimated $10.6K and leaving 216 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #5982.

Wells Fargo first reported a position in AVRE in Q2 2023 and has held it in 9 quarters since. The position peaked at $19.6K in Q4 2025. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Wells Fargo held 216 shares of Avantis Real Estate ETF worth $9.49K as of Q1 2026.
  • Wells Fargo sold 235 Avantis Real Estate ETF shares in Q1 2026, an estimated $10.6K.
  • Avantis Real Estate ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5982 holding.
  • Wells Fargo first reported a position in Avantis Real Estate ETF in Q2 2023 and has held it in 9 quarters since.
  • Wells Fargo's Avantis Real Estate ETF position peaked at $19.6K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.