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AVRE
Upturn stock rating

Avantis Real Estate ETF (AVRE)

Upturn stock rating
$45.09
Last Close (24-hour delay)
Profit since last BUY1.83%
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Consider higher Upturn Star rating
BUY since 38 days
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Upturn Advisory Summary

10/20/2025: AVRE (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 2.26%
Avg. Invested days 46
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/20/2025

Key Highlights

Volume (30-day avg) -
Beta 1.09
52 Weeks Range 37.38 - 46.54
Updated Date 06/29/2025
52 Weeks Range 37.38 - 46.54
Updated Date 06/29/2025

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Avantis Real Estate ETF

stock logo

ETF Overview

overview logo Overview

The Avantis Real Estate ETF (AVRE) seeks to provide long-term capital appreciation by investing primarily in a broad portfolio of real estate securities of U.S. companies. The ETF employs a value-oriented investment approach, focusing on companies with strong balance sheets and profitability.

reliability logo Reputation and Reliability

Avantis Investors is known for its systematic, value-oriented investment strategies and is backed by a reputable parent company. The firm is relatively new but has a growing reputation.

reliability logo Management Expertise

The management team has extensive experience in quantitative and value investing, which is a key factor in the ETF's investment approach.

Investment Objective

overview logo Goal

To provide long-term capital appreciation by investing in real estate securities.

Investment Approach and Strategy

Strategy: The ETF does not strictly track an index but uses a quantitative, value-oriented approach to select real estate securities.

Composition The ETF holds a diversified portfolio of real estate securities, primarily consisting of REITs (Real Estate Investment Trusts).

Market Position

Market Share: AVRE holds a small but growing market share within the real estate ETF sector.

Total Net Assets (AUM): 355110000

Competitors

overview logo Key Competitors

  • VNQ
  • SCHH
  • REM
  • IYR
  • XLRE

Competitive Landscape

The real estate ETF industry is dominated by large, established players like VNQ and SCHH. AVRE differentiates itself through its quantitative, value-oriented approach. While this strategy has the potential to outperform in certain market environments, it may lag during periods of growth stock dominance. AVRE's lower expense ratio compared to some competitors gives it a cost advantage.

Financial Performance

Historical Performance: Historical performance data needs to be gathered from financial data providers.

Benchmark Comparison: The ETF's performance is compared to broad real estate market benchmarks such as the MSCI US REIT Index.

Expense Ratio: 0.12

Liquidity

Average Trading Volume

The average trading volume is moderate, which might affect trade execution for larger orders.

Bid-Ask Spread

The bid-ask spread is generally tight, indicating good liquidity for smaller trades.

Market Dynamics

Market Environment Factors

Economic growth, interest rate changes, and real estate market conditions significantly impact the performance of AVRE.

Growth Trajectory

The ETF's growth is dependent on its ability to attract assets through strong performance and its appeal to value-oriented investors; No changes to strategy and holdings currently.

Moat and Competitive Advantages

Competitive Edge

AVRE's competitive advantage lies in its systematic, value-oriented investment strategy, which seeks to identify undervalued real estate securities. The ETF also benefits from Avantis's reputation for employing disciplined quantitative techniques. This approach differentiates it from more passively managed real estate ETFs. This may lead to outperformance in specific market environments where value stocks are favored.

Risk Analysis

Volatility

Volatility will depend on broader market conditions as well as any individual holding risks.

Market Risk

The ETF is subject to market risk, including fluctuations in real estate values, interest rate risk, and economic downturns.

Investor Profile

Ideal Investor Profile

The ideal investor is someone seeking long-term capital appreciation through real estate securities and who aligns with a value-oriented investment approach.

Market Risk

This ETF is best suited for long-term investors who understand the risks associated with real estate investments.

Summary

Avantis Real Estate ETF (AVRE) provides access to real estate sector with a value-oriented approach. It distinguishes itself by using a systematic, value-driven methodology for selecting REITs. It may be more suitable for investors seeking targeted real estate exposure and comfortable with value-driven strategies. With moderate liquidity and a low expense ratio, AVRE could be a valuable addition to a diversified portfolio.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Avantis Investors Website
  • ETF.com
  • Morningstar
  • Bloomberg

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market share data may vary slightly depending on the source and calculation method. Past performance is not indicative of future results.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Avantis Real Estate ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund invests primarily in a diverse group of real estate securities globally, in particular real estate investment trusts (REITs) and REIT-like entities, across a variety of property sectors. Under normal market conditions, it will invest at least 80% of its assets in securities issued by REITs and other companies engaged in the real estate industry (collectively, real estate securities). The manager may also engage in securities lending and invest the fund's collateral in eligible securities, such as a government money market fund.