HTG Investment Advisors Inc. Has $2.21 Million Stock Holdings in Avantis Real Estate ETF (NYSEARCA:AVRE)

HTG Investment Advisors Inc. increased its position in shares of Avantis Real Estate ETF (NYSEARCA:AVRE) by 9.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 52,791 shares of the company’s stock after purchasing an additional 4,769 shares during the quarter. Avantis Real Estate ETF makes up approximately 1.0% of HTG Investment Advisors Inc.’s holdings, making the stock its 23rd biggest holding. HTG Investment Advisors Inc.’s holdings in Avantis Real Estate ETF were worth $2,213,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. LexAurum Advisors LLC acquired a new stake in shares of Avantis Real Estate ETF in the fourth quarter valued at $5,239,000. Simplicity Wealth LLC grew its holdings in Avantis Real Estate ETF by 827.7% during the 3rd quarter. Simplicity Wealth LLC now owns 70,392 shares of the company’s stock worth $3,318,000 after acquiring an additional 62,804 shares during the last quarter. Physician Wealth Solutions Inc. increased its position in Avantis Real Estate ETF by 21.8% in the 3rd quarter. Physician Wealth Solutions Inc. now owns 310,991 shares of the company’s stock valued at $14,169,000 after acquiring an additional 55,686 shares in the last quarter. ShankerValleau Wealth Advisors Inc. raised its stake in shares of Avantis Real Estate ETF by 14.0% in the fourth quarter. ShankerValleau Wealth Advisors Inc. now owns 321,502 shares of the company’s stock worth $13,477,000 after acquiring an additional 39,520 shares during the last quarter. Finally, Pacific Life Fund Advisors LLC lifted its position in shares of Avantis Real Estate ETF by 81.8% during the third quarter. Pacific Life Fund Advisors LLC now owns 72,732 shares of the company’s stock worth $3,429,000 after purchasing an additional 32,729 shares in the last quarter.

Avantis Real Estate ETF Price Performance

AVRE opened at $42.47 on Wednesday. The stock has a market capitalization of $453.58 million, a P/E ratio of 19.23 and a beta of 0.85. The company’s 50 day simple moving average is $42.77 and its 200-day simple moving average is $44.55. Avantis Real Estate ETF has a one year low of $38.74 and a one year high of $48.36.

Avantis Real Estate ETF Company 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.