D.E. Shaw & Co
AVRE icon

D.E. Shaw & Co’s Avantis Real Estate ETF AVRE Stock Holding History

D.E. Shaw & Co’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
Q3 		– Sell
-5,668
Closed -$234K – 4525
2024
Q2 		$234K Buy
+5,668
New +$231K ﹤0.01% 4014

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

D.E. Shaw & Co's AVRE Position: Q3 2024 in Review

D.E. Shaw & Co sold out of Avantis Real Estate ETF (AVRE) in Q3 2024, closing a stake of 5,668 shares — an estimated $234K sold.

D.E. Shaw & Co first reported a position in AVRE in Q2 2024 and held it in 1 quarter. The position peaked at $234K in Q2 2024. 110 funds tracked by Wall St. Rank hold AVRE as of Q3 2024.

  • D.E. Shaw & Co reported no remaining Avantis Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • D.E. Shaw & Co sold 5,668 Avantis Real Estate ETF shares in Q3 2024, an estimated $234K.
  • D.E. Shaw & Co first reported a position in Avantis Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • D.E. Shaw & Co's Avantis Real Estate ETF position peaked at $234K in Q2 2024.
  • 110 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2024.

Based on D.E. Shaw & Co's 13F filing for Q3 2024, filed 14 Nov 2024.