Prairiewood Capital
AVRE icon

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
Q3 		$15.2M Buy
342,425
+23,567
+7% +$1.12M 3.84% 9
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 		$9.7M 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 		$9.5M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return
Hill Investment Group Partners
Hill Investment Group Partners St. Louis, Missouri $1.27B AUM 14.86% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Seaside Wealth Management
Seaside Wealth Management Carlsbad, California $408M AUM 13.85% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Physician Wealth Solutions
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Prairiewood Capital's AVRE Position: Q3 2026 in Review

Prairiewood Capital increased its Avantis Real Estate ETF (AVRE) stake by 7.4% in Q3 2026, buying an estimated $1.12M and bringing the position to 342,425 shares worth $15.2M. The position accounts for 3.84% of the portfolio, ranked #9.

Prairiewood Capital first reported a position in AVRE in Q4 2023 and has held it in 12 quarters since. 108 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • Prairiewood Capital held 342,425 shares of Avantis Real Estate ETF worth $15.2M as of Q3 2026.
  • Prairiewood Capital bought 23,567 Avantis Real Estate ETF shares in Q3 2026, an estimated $1.12M.
  • Avantis Real Estate ETF made up 3.84% of Prairiewood Capital's portfolio in Q3 2026, its #9 holding.
  • Prairiewood Capital first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
  • 108 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Prairiewood Capital's 13F filing for Q3 2026, filed 16 Oct 2026.