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WMG Financial Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

WMG Financial Advisors’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 		$2.5M Sell
56,837
-21,922
-28% -$992K 1.04% 19
2025
Q4 		$3.43M Sell
78,759
-4,199
-5% -$185K 1.41% 13
2025
Q3 		$3.69M Sell
82,958
-11,399
-12% -$506K 1.23% 12
2025
Q2 		$4.17M Sell
94,357
-2,915
-3% -$126K 1.54% 12
2025
Q1 		$4.18M Buy
97,272
+5,403
+6% +$232K 1.78% 10
2024
Q4 		$3.85M Buy
91,869
+5,181
+6% +$232K 1.66% 11
2024
Q3 		$4.09M Buy
86,688
+11,318
+15% +$508K 1.85% 8
2024
Q2 		$3.11M Buy
75,370
+6,659
+10% +$272K 1.64% 11
2024
Q1 		$2.91M Buy
68,711
+13,104
+24% +$547K 1.66% 10
2023
Q4 		$2.41M Buy
55,607
+29,127
+110% +$1.14M 1.57% 12
2023
Q3 		$995K Buy
26,480
+2,385
+10% +$96.7K 0.85% 26
2023
Q2 		$986K Buy
24,095
+12,524
+108% +$514K 0.73% 34
2023
Q1 		$671K Buy
+11,571
New +$492K 0.56% 46

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

WMG Financial Advisors's AVRE Position: Q1 2026 in Review

WMG Financial Advisors reduced its Avantis Real Estate ETF (AVRE) stake by 28% in Q1 2026, selling an estimated $992K and leaving 56,837 shares worth $2.5M. The position accounts for 1.04% of the portfolio, ranked #19.

WMG Financial Advisors first reported a position in AVRE in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.18M in Q1 2025. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • WMG Financial Advisors held 56,837 shares of Avantis Real Estate ETF worth $2.5M as of Q1 2026.
  • WMG Financial Advisors sold 21,922 Avantis Real Estate ETF shares in Q1 2026, an estimated $992K.
  • Avantis Real Estate ETF made up 1.04% of WMG Financial Advisors's portfolio in Q1 2026, its #19 holding.
  • WMG Financial Advisors first reported a position in Avantis Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • WMG Financial Advisors's Avantis Real Estate ETF position peaked at $4.18M in Q1 2025.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.