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

ShankerValleau Wealth Advisors Inc. lifted its position in shares of Avantis Real Estate ETF (NYSEARCA:AVRE) by 2.9% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 330,827 shares of the company’s stock after buying an additional 9,325 shares during the period. Avantis Real Estate ETF comprises 4.6% of ShankerValleau Wealth Advisors Inc.’s investment portfolio, making the stock its 7th largest position. ShankerValleau Wealth Advisors Inc. owned 2.54% of Avantis Real Estate ETF worth $14,229,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Life Planning Partners Inc raised its holdings in shares of Avantis Real Estate ETF by 4,382.9% during the 4th quarter. Life Planning Partners Inc now owns 1,127,863 shares of the company’s stock valued at $47,000 after buying an additional 1,102,704 shares in the last quarter. Capstone Financial Advisors Inc. increased its stake in Avantis Real Estate ETF by 29.5% in the 4th quarter. Capstone Financial Advisors Inc. now owns 342,631 shares of the company’s stock worth $14,363,000 after purchasing an additional 78,063 shares during the period. Physician Wealth Solutions Inc. increased its stake in Avantis Real Estate ETF by 0.9% in the 4th quarter. Physician Wealth Solutions Inc. now owns 313,736 shares of the company’s stock worth $13,152,000 after purchasing an additional 2,745 shares during the period. American Century Companies Inc. increased its stake in Avantis Real Estate ETF by 7.9% in the 4th quarter. American Century Companies Inc. now owns 302,921 shares of the company’s stock worth $12,698,000 after purchasing an additional 22,105 shares during the period. Finally, Nicolet Advisory Services LLC grew its position in shares of Avantis Real Estate ETF by 5.0% in the 4th quarter. Nicolet Advisory Services LLC now owns 288,392 shares of the company’s stock worth $11,714,000 after buying an additional 13,621 shares during the last quarter.

Avantis Real Estate ETF Stock Performance

Shares of AVRE stock opened at $44.39 on Friday. The firm has a market cap of $591.27 million, a P/E ratio of 25.60 and a beta of 0.96. Avantis Real Estate ETF has a fifty-two week low of $37.71 and a fifty-two week high of $48.36. The business’s 50 day moving average price is $43.15 and its 200-day moving average price is $42.99.

Avantis Real Estate ETF Profile

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.