SOL Capital Management
AVRE icon

SOL Capital Management’s Avantis Real Estate ETF AVRE Stock Holding History

SOL Capital Management’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
-36,647
Closed -$1.6M – 70
2025
Q4 		$1.6M Sell
36,647
-3,745
-9% -$165K 0.14% 143
2025
Q3 		$1.8M Sell
40,392
-3,345
-8% -$149K 0.16% 131
2025
Q2 		$1.93M Sell
43,737
-2,370
-5% -$103K 0.19% 123
2025
Q1 		$1.98M Sell
46,107
-4,255
-8% -$182K 0.22% 116
2024
Q4 		$2.11M Sell
50,362
-1,985
-4% -$88.7K 0.24% 113
2024
Q3 		$2.47M Sell
52,347
-7,923
-13% -$356K 0.27% 101
2024
Q2 		$2.48M Sell
60,270
-26,485
-31% -$1.08M 0.3% 96
2024
Q1 		$3.67M Sell
86,755
-16,644
-16% -$695K 0.46% 60
2023
Q4 		$4.48M Sell
103,399
-989
-0.9% -$38.7K 0.61% 46
2023
Q3 		$3.92M Sell
104,388
-6,759
-6% -$274K 0.61% 48
2023
Q2 		$4.55M Buy
111,147
+18,490
+20% +$759K 0.69% 41
2023
Q1 		$3.84M Buy
92,657
+16,957
+22% +$722K 0.63% 46
2022
Q4 		$3.11M Buy
+75,700
New +$3.07M 0.55% 53

Other funds holding AVRE

Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Financial Plan Inc
Financial Plan Inc Bellingham, Washington $1.05B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nicolet Bankshares
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Hill Investment Group Partners
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

SOL Capital Management's AVRE Position: Q1 2026 in Review

SOL Capital Management sold out of Avantis Real Estate ETF (AVRE) in Q1 2026, closing a stake of 36,647 shares — an estimated $1.6M sold.

SOL Capital Management first reported a position in AVRE in Q4 2022 and held it in 13 quarters. The position peaked at $4.55M in Q2 2023. 148 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • SOL Capital Management reported no remaining Avantis Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 36,647 Avantis Real Estate ETF shares in Q1 2026, an estimated $1.6M.
  • SOL Capital Management first reported a position in Avantis Real Estate ETF in Q4 2022 and held it in 13 quarters.
  • SOL Capital Management's Avantis Real Estate ETF position peaked at $4.55M in Q2 2023.
  • 148 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.