Avantis Real Estate ETF (NYSEARCA:AVRE) Holdings Boosted by ShankerValleau Wealth Advisors Inc.

ShankerValleau Wealth Advisors Inc. raised its position in Avantis Real Estate ETF (NYSEARCA:AVRE) by 14.0% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 321,502 shares of the company’s stock after buying an additional 39,520 shares during the quarter. Avantis Real Estate ETF comprises about 4.3% of ShankerValleau Wealth Advisors Inc.’s holdings, making the stock its 7th largest position. ShankerValleau Wealth Advisors Inc. owned approximately 3.01% of Avantis Real Estate ETF worth $13,477,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the company. Aptus Capital Advisors LLC acquired a new position in Avantis Real Estate ETF during the third quarter worth $179,000. Cypress Point Wealth Management LLC boosted its position in shares of Avantis Real Estate ETF by 10.3% during the 3rd quarter. Cypress Point Wealth Management LLC now owns 5,657 shares of the company’s stock worth $267,000 after purchasing an additional 530 shares in the last quarter. Nwam LLC purchased a new position in shares of Avantis Real Estate ETF in the 3rd quarter valued at about $295,000. Diversified Portfolios Inc. lifted its stake in shares of Avantis Real Estate ETF by 49.5% in the third quarter. Diversified Portfolios Inc. now owns 7,306 shares of the company’s stock valued at $344,000 after purchasing an additional 2,420 shares during the period. Finally, Morton Brown Family Wealth LLC lifted its stake in shares of Avantis Real Estate ETF by 4.5% in the third quarter. Morton Brown Family Wealth LLC now owns 7,639 shares of the company’s stock valued at $360,000 after purchasing an additional 332 shares during the period.

Avantis Real Estate ETF Stock Performance

AVRE traded down $0.38 on Monday, hitting $41.69. 78,798 shares of the company were exchanged, compared to its average volume of 52,799. Avantis Real Estate ETF has a fifty-two week low of $38.74 and a fifty-two week high of $48.36. The firm has a market capitalization of $445.25 million, a P/E ratio of 19.23 and a beta of 0.85. The business’s fifty day moving average is $44.02 and its 200 day moving average is $44.50.

About Avantis Real Estate ETF

The Avantis Real Estate ETF (AVRE) is an exchange-traded fund that is based on the S&P Global REIT index. The fund is an actively managed fund that provides broad exposure to real estate securities around the world. AVRE was launched on Sep 28, 2021 and is managed by American Century Investments.