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Werba Rubin Papier Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Werba Rubin Papier Wealth Management’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
Q2 		$1.6M Buy
33,719
+3,377
+11% +$159K 0.19% 66
2026
Q1 		$1.34M Buy
+30,342
New +$1.37M 0.19% 67
2025
Q4 		– Sell
-23,685
Closed -$1.05M – 249
2025
Q3 		$1.05M Buy
23,685
+1,132
+5% +$50.3K 0.17% 73
2025
Q2 		$996K Sell
22,553
-901
-4% -$39K 0.19% 75
2025
Q1 		$1.01M Buy
23,454
+4,736
+25% +$203K 0.22% 68
2024
Q4 		$785K Buy
18,718
+926
+5% +$41.4K 0.19% 73
2024
Q3 		$839K Buy
17,792
+8,393
+89% +$377K 0.2% 71
2024
Q2 		$387K Buy
9,399
+224
+2% +$9.13K 0.11% 106
2024
Q1 		$388K Buy
9,175
+566
+7% +$23.6K 0.11% 88
2023
Q4 		$373K Buy
8,609
+1,606
+23% +$62.9K 0.13% 68
2023
Q3 		$263K Buy
7,003
+1,692
+32% +$68.6K 0.09% 92
2023
Q2 		$217K Hold
5,311
– – 0.08% 107
2023
Q1 		$220K Buy
+5,311
New +$226K 0.09% 94

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Werba Rubin Papier Wealth Management's AVRE Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Avantis Real Estate ETF (AVRE) stake by 11% in Q2 2026, buying an estimated $159K and bringing the position to 33,719 shares worth $1.6M. The position accounts for 0.19% of the portfolio, ranked #66.

Werba Rubin Papier Wealth Management first reported a position in AVRE in Q1 2023 and has held it in 13 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 33,719 shares of Avantis Real Estate ETF worth $1.6M as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 3,377 Avantis Real Estate ETF shares in Q2 2026, an estimated $159K.
  • Avantis Real Estate ETF made up 0.19% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Avantis Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.