Bank of Montreal
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Bank of Montreal’s Avantis Real Estate ETF AVRE Stock Holding History

Bank of Montreal’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
2024
Q2 		– Sell
-943
Closed -$39.9K – 3843
2024
Q1 		$39.9K Buy
+943
New +$39.4K ﹤0.01% 3490
2023
Q4 		– Sell
-44,370
Closed -$1.79M – 3971
2023
Q3 		$1.79M Buy
+44,370
New +$1.8M ﹤0.01% 1757

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Bank of Montreal's AVRE Position: Q2 2024 in Review

Bank of Montreal sold out of Avantis Real Estate ETF (AVRE) in Q2 2024, closing a stake of 943 shares — an estimated $39.9K sold.

Bank of Montreal first reported a position in AVRE in Q3 2023 and held it in 2 quarters. The position peaked at $1.79M in Q3 2023. 100 funds tracked by Wall St. Rank hold AVRE as of Q2 2024.

  • Bank of Montreal reported no remaining Avantis Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 943 Avantis Real Estate ETF shares in Q2 2024, an estimated $39.9K.
  • Bank of Montreal first reported a position in Avantis Real Estate ETF in Q3 2023 and held it in 2 quarters.
  • Bank of Montreal's Avantis Real Estate ETF position peaked at $1.79M in Q3 2023.
  • 100 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.