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Prairiewood Capital’s Avantis Real Estate ETF AVRE Stock Holding History

Prairiewood Capital’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
Q2 		$15.1M Buy
318,858
+10,295
+3% +$486K 3.92% 6
2026
Q1 		$13.6M Buy
308,563
+23,026
+8% +$1.04M 3.93% 8
2025
Q4 		$12.4M Buy
285,537
+28,907
+11% +$1.27M 3.86% 8
2025
Q3 		$11.4M Buy
256,630
+22,165
+9% +$985K 3.78% 9
2025
Q2 		$10.4M Buy
234,465
+8,465
+4% +$366K 3.84% 8
2025
Q1 		$9.72M Buy
226,000
+12,594
+6% +$540K 3.96% 6
2024
Q4 		$8.95M Buy
213,406
+11,439
+6% +$511K 3.82% 6
2024
Q3 		$9.52M Buy
201,967
+1,291
+0.6% +$57.9K 4.03% 5
2024
Q2 		$8.27M Buy
200,676
+4,917
+3% +$201K 3.93% 5
2024
Q1 		$8.28M Buy
195,759
+14,331
+8% +$598K 3.88% 5
2023
Q4 		$7.86M Buy
+181,428
New +$7.1M 4.08% 5

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Prairiewood Capital's AVRE Position: Q2 2026 in Review

Prairiewood Capital increased its Avantis Real Estate ETF (AVRE) stake by 3.3% in Q2 2026, buying an estimated $486K and bringing the position to 318,858 shares worth $15.1M. The position accounts for 3.92% of the portfolio, ranked #6.

Prairiewood Capital first reported a position in AVRE in Q4 2023 and has held it in 11 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Prairiewood Capital held 318,858 shares of Avantis Real Estate ETF worth $15.1M as of Q2 2026.
  • Prairiewood Capital bought 10,295 Avantis Real Estate ETF shares in Q2 2026, an estimated $486K.
  • Avantis Real Estate ETF made up 3.92% of Prairiewood Capital's portfolio in Q2 2026, its #6 holding.
  • Prairiewood Capital first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Prairiewood Capital's 13F filing for Q2 2026, filed 28 Jul 2026.