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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
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 $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

Prairiewood Capital's AVRE Position: Q1 2026 in Review

Prairiewood Capital increased its Avantis Real Estate ETF (AVRE) stake by 8.1% in Q1 2026, buying an estimated $1.04M and bringing the position to 308,563 shares worth $13.6M. The position accounts for 3.93% of the portfolio, ranked #8.

Prairiewood Capital first reported a position in AVRE in Q4 2023 and has held it in 10 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Prairiewood Capital held 308,563 shares of Avantis Real Estate ETF worth $13.6M as of Q1 2026.
  • Prairiewood Capital bought 23,026 Avantis Real Estate ETF shares in Q1 2026, an estimated $1.04M.
  • Avantis Real Estate ETF made up 3.93% of Prairiewood Capital's portfolio in Q1 2026, its #8 holding.
  • Prairiewood Capital first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Prairiewood Capital's 13F filing for Q1 2026, filed 16 Apr 2026.