AVRE hits a new 52-week high after climbing 12.7% from its low, with momentum supported by strong top holdings and a positive weighted alpha.
Financial Plan Inc. bought a new position in shares of Avantis Real Estate ETF (NYSEARCA:AVRE) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 600,852 shares of the company's stock, valued at approximately $26,155,000. Avantis Real Estate ETF comprises approximately 3.0%
Is now a good time for traders and advisors to consider amplifying their real estate exposure? There are a few crucial factors that may support doing so.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 17 | $731.69 | $814.3 | $82.61 | 11.29% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 251 | $11,059.14 | $12,010.73 | $951.59 | 8.6% |
| YA Yinka Akinsola Blue Trust Inc. | 1,291 | $52,853.54 | $61,909.9 | $9,056.36 | 17.13% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 83,346 | $3.69M | $4M | $315,523.18 | 8.56% |
Bethany Wagner Level Financial Advisors | 173,162 | $7.06M | $8.3M | $1.25M | 17.7% |
| ARCA Exchange | US Country |
The fund is specifically designed to focus on investing in a wide array of global real estate securities, primarily targeting Real Estate Investment Trusts (REITs) and entities similar to REITs. It aims to diversify its investments across various property sectors, taking advantage of the growth and income potential in the real estate market on a worldwide scale. The fund's strategy is to allocate at least 80% of its assets towards securities issued by REITs and firms actively involved in the real estate sector, ensuring a strong foundation in real estate securities. Additionally, the management of the fund may participate in securities lending, further diversifying its investment strategy and revenue sources by investing the collateral received in eligible securities like government money market funds.
Specializing in global real estate securities, the fund primarily invests in REITs and REIT-like entities. This approach allows investors to gain exposure to a diverse range of property sectors around the world, including both commercial and residential real estate markets. By focusing on these securities, the fund seeks to leverage the potential for growth and income generation inherent in the real estate sector.
Under normal market conditions, the fund commits at least 80% of its assets towards investments in securities issued by Real Estate Investment Trusts (REITs) and companies engaged in the real estate industry. This firm dedication to real estate securities ensures that investors are substantially invested in the real estate sector, benefitting from its potential for high yields and capital appreciation.
The fund's management may engage in securities lending as a means to generate additional income. The collateral obtained through securities lending is then invested in eligible securities, such as government money market funds. This strategy not only provides extra income but also adds a layer of risk management by investing the collateral in low-risk securities, thereby enhancing the overall stability of the fund.