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Park Avenue Securities’s Avantis Real Estate ETF AVRE Stock Holding History

Park Avenue Securities’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 		$5.54M Buy
125,962
+12,532
+11% +$567K 0.04% 291
2025
Q4 		$4.94M Buy
113,430
+12,356
+12% +$544K 0.04% 309
2025
Q3 		$4.5M Buy
101,074
+12,948
+15% +$575K 0.04% 345
2025
Q2 		$3.89M Buy
88,126
+10,395
+13% +$450K 0.04% 326
2025
Q1 		$3.34M Buy
77,731
+9,207
+13% +$394K 0.04% 270
2024
Q4 		$2.87M Buy
68,524
+11,709
+21% +$523K 0.03% 360
2024
Q3 		$2.68M Buy
56,815
+7,283
+15% +$327K 0.03% 356
2024
Q2 		$2.04M Buy
49,532
+9,077
+22% +$370K 0.03% 411
2024
Q1 		$1.71M Buy
40,455
+5,208
+15% +$217K 0.02% 459
2023
Q4 		$1.53M Buy
35,247
+4,620
+15% +$181K 0.02% 460
2023
Q3 		$1.15M Buy
30,627
+6,883
+29% +$279K 0.02% 503
2023
Q2 		$972K Buy
23,744
+4,676
+25% +$192K 0.02% 484
2023
Q1 		$791K Buy
+19,068
New +$812K 0.01% 529

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

Park Avenue Securities's AVRE Position: Q1 2026 in Review

Park Avenue Securities increased its Avantis Real Estate ETF (AVRE) stake by 11% in Q1 2026, buying an estimated $567K and bringing the position to 125,962 shares worth $5.54M. The position accounts for 0.04% of the portfolio, ranked #291.

Park Avenue Securities first reported a position in AVRE in Q1 2023 and has held it in 13 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Park Avenue Securities held 125,962 shares of Avantis Real Estate ETF worth $5.54M as of Q1 2026.
  • Park Avenue Securities bought 12,532 Avantis Real Estate ETF shares in Q1 2026, an estimated $567K.
  • Avantis Real Estate ETF made up 0.04% of Park Avenue Securities's portfolio in Q1 2026, its #291 holding.
  • Park Avenue Securities first reported a position in Avantis Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Park Avenue Securities's 13F filing for Q1 2026, filed 7 Apr 2026.