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Magnolia Private Wealth’s Avantis Real Estate ETF AVRE Stock Holding History

Magnolia Private Wealth’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 		– Sell
-6,571
Closed -$286K – 137
2025
Q4 		$286K Sell
6,571
-4,381
-40% -$193K 0.2% 97
2025
Q3 		$487K Buy
10,952
+1,060
+11% +$47.1K 0.36% 59
2025
Q2 		$437K Buy
9,892
+4,520
+84% +$196K 0.34% 63
2025
Q1 		$231K Buy
+5,372
New +$230K 0.19% 105

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 $565M AUM 23.16% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

Magnolia Private Wealth's AVRE Position: Q1 2026 in Review

Magnolia Private Wealth sold out of Avantis Real Estate ETF (AVRE) in Q1 2026, closing a stake of 6,571 shares — an estimated $286K sold.

Magnolia Private Wealth first reported a position in AVRE in Q1 2025 and held it in 4 quarters. The position peaked at $487K in Q3 2025. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Magnolia Private Wealth reported no remaining Avantis Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Magnolia Private Wealth sold 6,571 Avantis Real Estate ETF shares in Q1 2026, an estimated $286K.
  • Magnolia Private Wealth first reported a position in Avantis Real Estate ETF in Q1 2025 and held it in 4 quarters.
  • Magnolia Private Wealth's Avantis Real Estate ETF position peaked at $487K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.