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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
Q2 		– Sell
-174
Closed -$16.6K – 2387
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $863M AUM 30.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Advisory Services Network's BBRE Position: Q2 2026 in Review

Advisory Services Network sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2026, closing a stake of 174 shares — an estimated $16.6K sold.

Advisory Services Network first reported a position in BBRE in Q3 2025 and held it in 2 quarters. The position peaked at $16.6K in Q1 2026. 55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • Advisory Services Network reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 174 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $16.6K.
  • Advisory Services Network first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q3 2025 and held it in 2 quarters.
  • Advisory Services Network's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $16.6K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.