AVRE — Avantis Global Real Estate/American Century

Ownership history in LAM GROUP, INC. · 13 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in Avantis Global Real Estate/American Century (AVRE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

7.35% (2023 Q2)

Avg. % of fund

3.42%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

13

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	103,370	+2,560	+2.5%	2.58%	$4.5M	$43.49
2025 Q3	ADDED	100,810	+11,690	+13.1%	2.78%	$4.5M	$43.89
2025 Q2	REDUCED	89,120	-16,095	-15.3%	2.63%	$3.9M	$42.94
2025 Q1	ADDED	105,215	+30,840	+41.5%	3.33%	$4.5M	$41.45

% of Fund (quarterly) AVRE price (monthly, adj. close)

Other funds also holding AVRE

As of 2025 Q4 — sorted by position size

Physician Wealth Solutions Inc. 5.39% ShankerValleau Wealth Advisors, Inc. 3Y 4.53% SENTINEL WEALTH MANAGEMENT, INC. 4.31% Prairiewood Capital, LLC 3Y 3.86% Seaside Wealth Management, Inc. 3Y 3.3% BetterWealth, LLC 3Y 3.29% QUARRY HILL ADVISORS, LLC 3Y 2.92% Allegiance Financial Group Advisory Services LLC 3Y 2.83% Equita Financial Network, Inc. 2.74% WorthPointe, LLC 3Y 2.61%

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