AE Wealth Management’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

AE Wealth Management’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
2025 Q3	–	Sell	-11	Closed	-$1.01K	–	2290
2025 Q2	$1.01K	Buy	+11	New	+$1.01K	﹤0.01%	2073
2022 Q2	–	Sell	-3,910	Closed	-$416K	–	1721
2022 Q1	$416K	Buy	+3,910	New	+$403K	﹤0.01%	1290

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

AE Wealth Management's BBRE Position: Q3 2025 in Review

AE Wealth Management sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q3 2025, closing a stake of 11 shares — an estimated $1.01K sold.

AE Wealth Management first reported a position in BBRE in Q1 2022 and held it in 2 quarters. The position peaked at $416K in Q1 2022. 57 funds tracked by Wall St. Rank hold BBRE as of Q3 2025.

AE Wealth Management reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q3 2025 after selling out during the quarter.
AE Wealth Management sold 11 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q3 2025, an estimated $1.01K.
AE Wealth Management first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2022 and held it in 2 quarters.
AE Wealth Management's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $416K in Q1 2022.
57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.