Aprio Wealth Management LLC Has $3.22 Million Stock Position in Avantis Real Estate ETF (NYSEARCA:AVRE)

Aprio Wealth Management LLC trimmed its position in Avantis Real Estate ETF (NYSEARCA:AVRE) by 11.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 76,754 shares of the company’s stock after selling 9,970 shares during the quarter. Aprio Wealth Management LLC owned approximately 0.72% of Avantis Real Estate ETF worth $3,218,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the stock. Creative Planning lifted its holdings in shares of Avantis Real Estate ETF by 8.3% during the 3rd quarter. Creative Planning now owns 27,825 shares of the company’s stock valued at $1,312,000 after purchasing an additional 2,136 shares in the last quarter. Collective Family Office LLC lifted its holdings in shares of Avantis Real Estate ETF by 12.8% during the 3rd quarter. Collective Family Office LLC now owns 98,553 shares of the company’s stock valued at $4,646,000 after purchasing an additional 11,212 shares in the last quarter. BWM Planning LLC bought a new position in shares of Avantis Real Estate ETF during the 3rd quarter valued at about $599,000. Apella Capital LLC lifted its holdings in shares of Avantis Real Estate ETF by 1.8% during the 3rd quarter. Apella Capital LLC now owns 28,202 shares of the company’s stock valued at $1,314,000 after purchasing an additional 490 shares in the last quarter. Finally, CWM LLC lifted its holdings in shares of Avantis Real Estate ETF by 2.4% during the 3rd quarter. CWM LLC now owns 185,948 shares of the company’s stock valued at $8,766,000 after purchasing an additional 4,445 shares in the last quarter.

Avantis Real Estate ETF Stock Performance

NYSEARCA AVRE opened at $40.62 on Monday. The stock has a market capitalization of $433.82 million, a price-to-earnings ratio of 19.23 and a beta of 0.85. The stock’s 50 day moving average price is $43.63 and its two-hundred day moving average price is $44.51. Avantis Real Estate ETF has a 52 week low of $38.74 and a 52 week 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.