Corient Private Wealth LLC Has $8.98 Million Holdings in Avantis Real Estate ETF (NYSEARCA:AVRE)

Corient Private Wealth LLC decreased its position in Avantis Real Estate ETF (NYSEARCA:AVRE) by 2.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 214,281 shares of the company’s stock after selling 4,269 shares during the quarter. Corient Private Wealth LLC’s holdings in Avantis Real Estate ETF were worth $8,983,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Empowered Funds LLC grew its holdings in Avantis Real Estate ETF by 11.1% in the 4th quarter. Empowered Funds LLC now owns 1,187,794 shares of the company’s stock valued at $49,792,000 after buying an additional 118,936 shares in the last quarter. Life Planning Partners Inc grew its stake in shares of Avantis Real Estate ETF by 4,382.9% in the fourth quarter. Life Planning Partners Inc now owns 1,127,863 shares of the company’s stock valued at $47,000 after acquiring an additional 1,102,704 shares in the last quarter. ShankerValleau Wealth Advisors Inc. increased its position in Avantis Real Estate ETF by 14.0% during 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 period. Physician Wealth Solutions Inc. raised its stake in Avantis Real Estate ETF by 0.9% in the 4th quarter. Physician Wealth Solutions Inc. now owns 313,736 shares of the company’s stock worth $13,152,000 after purchasing an additional 2,745 shares in the last quarter. Finally, BetterWealth LLC boosted its holdings in Avantis Real Estate ETF by 1.4% in the 4th quarter. BetterWealth LLC now owns 285,056 shares of the company’s stock valued at $11,950,000 after purchasing an additional 3,988 shares during the period.

Avantis Real Estate ETF Trading Down 0.1 %

NYSEARCA AVRE opened at $43.36 on Friday. The company has a market cap of $558.48 million, a price-to-earnings ratio of 25.53 and a beta of 1.01. Avantis Real Estate ETF has a 1-year low of $38.74 and a 1-year high of $48.36. The company has a 50 day moving average of $42.95 and a 200-day moving average of $44.31.

About Avantis Real Estate ETF

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.