Advisory Services Network’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Advisory Services Network’s Portfolio BBRE Stock Details BBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.6K	Buy	+174	New	+$16.9K	﹤0.01%	3299
2025 Q4	–	Sell	-153	Closed	-$14.6K	–	2032
2025 Q3	$14.6K	Buy	+153	New	+$14.3K	﹤0.01%	3103

Other funds holding BBRE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Services Network's BBRE Position: Q1 2026 in Review

Advisory Services Network opened a new position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2026: 174 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #3299 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in BBRE as recently as Q3 2025.

Advisory Services Network first reported a position in BBRE in Q3 2025 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

Advisory Services Network held 174 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $16.6K as of Q1 2026.
JPMorgan BetaBuilders MSCI US REIT ETF was a new Advisory Services Network position in Q1 2026.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3299 holding.
Advisory Services Network first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q3 2025 and has held it in 2 quarters since.
57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.