Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Avantis Real Estate ETF(AVRE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AVRE
09/25/2026: AVRE (1-star) is currently NOT-A-BUY. Pass it for now.
AVRE is an actively managed ETF that provides targeted exposure to the global real estate market by utilizing a systematic factor-tilted approach. It distinguishes itself from passive, market-cap-weighted real estate giants by aiming for higher expected returns through a focus on company profitability and value metrics. The fund is best suited for long-term investors comfortable with sector-specific volatility who want an active alternative to broad REIT index funds. Key risks include sensitivity to interest rates, sector concentration, and market liquidity. Investors should monitor interest rate cycles and property demand as primary drivers of performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund focuses more on value and profitability factors than aggressive capital growth. |
| Momentum investor | Weak fit | The fund's systematic factor tilt does not specifically pursue momentum-based price trends. |
| Value investor | Strong fit | The strategy specifically incorporates a value factor tilt to identify undervalued real estate securities. |
| Dividend/Income investor | Strong fit | Real estate companies inherently provide significant income potential, which aligns with this fund's sector focus. |
| Low-risk investor | Weak fit | Real estate is an economically sensitive sector subject to high volatility and interest rate risk. |
Investor Profile
Ideal Investor Profile
Investors seeking systematic exposure to the real estate sector who value active, factor-based selection over simple passive tracking.
Suitability
Best for long-term investors looking to complement a diversified portfolio with an active real estate allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Real estate prices can fluctuate significantly based on economic conditions and interest rate changes. |
| Market risk | Medium / high | The fund is susceptible to systematic risk affecting the global property market. |
| Concentration | Medium | The fund is concentrated within the real estate sector, lacking exposure to other asset classes. |
| Tracking/expense | Low | The expense ratio is competitive for an actively managed product. |
| Liquidity | Medium | Lower trading volume compared to industry giants may impact entry and exit costs during market stress. |
| Business/sector quality | Medium | Sector performance is highly dependent on property demand and financing costs. |
Risk Analysis
Volatility
AVRE exhibits moderate to high volatility consistent with the inherent risk profile of the real estate equity sector.
Market Risk
Risks include sensitivity to interest rate changes, inflationary pressures, and broad economic shifts that impact property valuation.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Real Estate Investment Trusts (REITs) | 95 | Provides primary exposure to the real estate market through diversified property ownership. |
| Geography | Global Real Estate (US & International) | 4 | Diversifies property risk beyond the domestic US market to include international holdings. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Provides liquidity for rebalancing and daily operational activities. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 8.4% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $869.01M |
| Issuer | Avantis Investors |
| Expense Ratio | 0.16999999999999998% |
| Distribution Yield | 3.44% |
| Inception | Sep 29, 2021 |
Performance
| Period | Total Return |
|---|---|
| YTD | +6.66% |
| 1 Year | +6.49% |
| 3 Year | +10.08% |
| 5 Year | +0.00% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 14.48% |
| 3Y Volatility | 15.89% |
| 3Y Sharpe Ratio | 0.35 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 48.51% |
| Large Cap | 24.73% |
| Small Cap | 22.70% |
| Micro Cap | 3.29% |
Top Sectors
| Sector | Weight |
|---|---|
| Real Estate | 99.89% |
| Financial Services | 0.06% |
| Utilities | 0.05% |
| Basic Materials | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 26.51x |
| Portfolio P/B | 1.79x |
| Portfolio P/S | 7.48x |
| Holdings Turnover | 5.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Welltower | 7.87% |
| Prologis | 6.61% |
| Equinix | 5.64% |
| American Tower | 4.13% |
| Simon Property Group | 3.62% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.