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Willow Creek Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Willow Creek 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
2025
Q3 		$327K Buy
7,345
+455
+7% +$20.2K 0.03% 139
2025
Q2 		$304K Buy
6,890
+147
+2% +$6.36K 0.03% 139
2025
Q1 		$290K Sell
6,743
-2,232
-25% -$95.6K 0.03% 129
2024
Q4 		$376K Buy
8,975
+281
+3% +$12.6K 0.04% 108
2024
Q3 		$410K Buy
8,694
+178
+2% +$7.99K 0.04% 100
2024
Q2 		$351K Buy
8,516
+162
+2% +$6.61K 0.04% 107
2024
Q1 		$353K Buy
8,354
+572
+7% +$23.9K 0.04% 111
2023
Q4 		$337K Sell
7,782
-2,874
-27% -$113K 0.04% 105
2023
Q3 		$400K Buy
10,656
+1,867
+21% +$75.7K 0.06% 85
2023
Q2 		$360K Hold
8,789
– – 0.05% 100
2023
Q1 		$364K Buy
8,789
+505
+6% +$21.5K 0.06% 90
2022
Q4 		$341K Buy
+8,284
New +$336K 0.06% 89

Other funds holding AVRE

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Willow Creek Wealth Management's AVRE Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Avantis Real Estate ETF (AVRE) stake by 6.6% in Q3 2025, buying an estimated $20.2K and bringing the position to 7,345 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #139.

Willow Creek Wealth Management first reported a position in AVRE in Q4 2022 and has held it in 12 quarters since. The position peaked at $410K in Q3 2024. 133 funds tracked by Wall St. Rank hold AVRE as of Q3 2025.

  • Willow Creek Wealth Management held 7,345 shares of Avantis Real Estate ETF worth $327K as of Q3 2025.
  • Willow Creek Wealth Management bought 455 Avantis Real Estate ETF shares in Q3 2025, an estimated $20.2K.
  • Avantis Real Estate ETF made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #139 holding.
  • Willow Creek Wealth Management first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 12 quarters since.
  • Willow Creek Wealth Management's Avantis Real Estate ETF position peaked at $410K in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.