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Cardiff Park Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Cardiff Park 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 		$2.18M Sell
49,634
-1,570
-3% -$71K 0.17% 73
2025
Q4 		$2.23M Sell
51,204
-214
-0.4% -$9.43K 0.18% 69
2025
Q3 		$2.29M Sell
51,418
-63
-0.1% -$2.8K 0.18% 69
2025
Q2 		$2.27M Sell
51,481
-6,632
-11% -$287K 0.2% 63
2025
Q1 		$2.5M Buy
58,113
+454
+0.8% +$19.5K 0.24% 56
2024
Q4 		$2.42M Buy
57,659
+251
+0.4% +$11.2K 0.23% 58
2024
Q3 		$2.71M Buy
57,408
+361
+0.6% +$16.2K 0.24% 56
2024
Q2 		$2.35M Buy
57,047
+558
+1% +$22.8K 0.23% 62
2024
Q1 		$2.39M Sell
56,489
-1,428
-2% -$59.6K 0.23% 63
2023
Q4 		$2.51M Buy
57,917
+351
+0.6% +$13.7K 0.28% 56
2023
Q3 		$2.16M Buy
57,566
+628
+1% +$25.5K 0.27% 54
2023
Q2 		$2.33M Buy
56,938
+4,873
+9% +$200K 0.29% 52
2023
Q1 		$2.16M Buy
52,065
+2,296
+5% +$97.7K 0.28% 55
2022
Q4 		$2.05M Buy
49,769
+3,191
+7% +$129K 0.29% 54
2022
Q3 		$1.82M Buy
46,578
+1,408
+3% +$63.7K 0.28% 54
2022
Q2 		$2.01M Buy
45,170
+33,808
+298% +$1.64M 0.3% 50
2022
Q1 		$598K Buy
11,362
+5,866
+107% +$301K 0.08% 124
2021
Q4 		$307K Buy
+5,496
New +$290K 0.04% 188

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

Cardiff Park Advisors's AVRE Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Avantis Real Estate ETF (AVRE) stake by 3.1% in Q1 2026, selling an estimated $71K and leaving 49,634 shares worth $2.18M. The position accounts for 0.17% of the portfolio, ranked #73.

Cardiff Park Advisors first reported a position in AVRE in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.71M in Q3 2024. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Cardiff Park Advisors held 49,634 shares of Avantis Real Estate ETF worth $2.18M as of Q1 2026.
  • Cardiff Park Advisors sold 1,570 Avantis Real Estate ETF shares in Q1 2026, an estimated $71K.
  • Avantis Real Estate ETF made up 0.17% of Cardiff Park Advisors's portfolio in Q1 2026, its #73 holding.
  • Cardiff Park Advisors first reported a position in Avantis Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Avantis Real Estate ETF position peaked at $2.71M in Q3 2024.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.