Avantis Real Estate ETF

AVRE

Market cap $650M

Overview Fund Activity

45.16 USD

-0.18

0.4%

At close Updated Sep 12, 4:00 PM EDT

1 day

-0.4%

5 days

0.87%

1 month

2.71%

3 months

0.89%

6 months

5.27%

Year to date

8.58%

1 year

-5.32%

5 years

-9.06%

10 years

-9.06%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% more funds holding

Funds holding: 133 [Q1] → 133 (+0) [Q2]

3% less capital invested

Capital invested by funds: $491M [Q1] → $476M (-$14.6M) [Q2]

7.67% less ownership

Funds ownership: 87.72% [Q1] → 80.05% (-7.67%) [Q2]

23% less funds holding in top 10

Funds holding in top 10: 13 [Q1] → 10 (-3) [Q2]

See Fund Rankings

Financial journalist opinion

The Investment Case for Active Real Estate ETFs

Is now a good time for traders and advisors to consider amplifying their real estate exposure? There are a few crucial factors that may support doing so.

The Investment Case for Active Real Estate ETFs

AVRE: The Significant Degree Of Dollar Dependence Makes This A Hold At Best

REIT ETFs like DFAR and AVRE offer diversification, reducing concentration risk compared to single REIT investments, with specialized management enhancing performance. AVRE's international exposure, including holdings in Goodman Group and SEGRO Plc, introduces currency risk, particularly with a strong dollar impacting performance. AVRE's underperformance relative to DFAR is attributed to macroeconomic factors, including the strong dollar and differing domestic vs. international real estate trends.

AVRE: The Significant Degree Of Dollar Dependence Makes This A Hold At Best

Stock Picks From Seeking Alpha's October 2024 New Analysts

In October, 42 new analysts joined Seeking Alpha, sharing diverse investment ideas and strategies, from biotech to real estate. Highlighted strong buy recommendations include MicroStrategy, CorMedix, Hewlett Packard Enterprise, Vertex Pharmaceuticals, and several others. Readers are encouraged to engage with the new analysts, share thoughts on their picks, and join the conversation.

Stock Picks From Seeking Alpha's October 2024 New Analysts

Real Estate Rebound? Active Real Estate ETF Is Signaling a Buy

The first rate cuts have come and gone, improving the prospect of a so-called “soft landing” for the U.S. economy. Of course, cheaper borrowing doesn't just benefit consumption, it also benefits certain economic segments disproportionately.

Real Estate Rebound? Active Real Estate ETF Is Signaling a Buy

AVRE: Diversification And Capital Appreciation Through Real Estate

I rate the fund a Hold based on its average performance and low prospects of capturing tactical opportunities in global real estate. Within a traditional portfolio, the fund does provide diversification with opportunity for capital appreciation and income. Performance is similar to the S&P Global Real Estate Index, but the fund isn't that diversified globally.

AVRE: Diversification And Capital Appreciation Through Real Estate

Is Now the Right Time to Consider REIT ETFs?

REITs have historically tended to outperform in the 12 months following the end of a rate hiking cycle by the Fed, making now an interesting time to consider REIT ETFs. REIT ETFs allow investors to gain exposure to the real estate market with a tax- and cost-efficient, highly liquid vehicle.

Is Now the Right Time to Consider REIT ETFs?

Real Estate ETF AVRE Shines Amid Market Sell-Off

The big market sell-off dominated headlines over the weekend and into the start of the week. Whether sparked by the Bank of Japan raising rates, causing carry trades to unwind, or from unemployment numbers, investors are seeing crowded trades into huge names take a hit.

Real Estate ETF AVRE Shines Amid Market Sell-Off

Real Estate ETFs: Performance Perking Up

Real estate stocks have taken a hefty beating this year, with REITs having the sole distinction of being the lone S&P 500 group in the red for much of 2024 and only just turning positive last week.

Real Estate ETFs: Performance Perking Up

This Active ETF Offers a Different Approach to Real Estate

The residential real estate market will continue to be at the mercy of interest rate policy throughout 2024, but there are other corners of the real estate market to consider. One active exchange traded fund, in particular, takes a different approach to real estate.

4 Active REIT ETFs for 2024

Active REIT ETFs are a strong choice for 2024 as they can potentially offer uncorrelated returns to portfolios. REIT ETFs allow investors to gain exposure to the real estate market via a tax- and cost-efficient, highly liquid vehicle.

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