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Alaska Permanent Capital Management’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Alaska Permanent Capital 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
2026
Q1 		$48.5M Buy
506,997
+13,150
+3% +$1.28M 3.4% 12
2025
Q4 		$45.7M Sell
493,847
-15,045
-3% -$1.42M 3.46% 11
2025
Q3 		$48.6M Buy
508,892
+17,959
+4% +$1.68M 3.58% 11
2025
Q2 		$45.2M Buy
490,933
+14,950
+3% +$1.37M 3.5% 11
2025
Q1 		$44.8M Buy
475,983
+38,424
+9% +$3.64M 3.77% 11
2024
Q4 		$41M Buy
437,559
+114,885
+36% +$11.3M 3.37% 10
2024
Q3 		$32.6M Buy
322,674
+703
+0.2% +$67.1K 2.58% 11
2024
Q2 		$28.2M Sell
321,971
-63,409
-16% -$5.4M 2.41% 12
2024
Q1 		$34.1M Sell
385,380
-24,792
-6% -$2.16M 2.65% 10
2023
Q4 		$36.6M Buy
410,172
+3,766
+0.9% +$303K 3.03% 10
2023
Q3 		$31.6M Buy
406,406
+39,961
+11% +$3.36M 2.8% 11
2023
Q2 		$30.9M Sell
366,445
-125,393
-25% -$10.3M 2.61% 13
2023
Q1 		$40.8M Buy
491,838
+65,583
+15% +$5.6M 3.74% 10
2022
Q4 		$34.8M Sell
426,255
-8,201
-2% -$670K 3.58% 10
2022
Q3 		$34M Sell
434,456
-5,881
-1% -$531K 3.57% 11
2022
Q2 		$38.7M Sell
440,337
-35,041
-7% -$3.39M 3.89% 10
2022
Q1 		$50.6M Sell
475,378
-30,955
-6% -$3.19M 4.41% 9
2021
Q4 		$56.2M Buy
506,333
+15,511
+3% +$1.62M 4.72% 9
2021
Q3 		$47.2M Sell
490,822
-74,065
-13% -$7.41M 4.22% 9
2021
Q2 		$54.1M Buy
564,887
+46,502
+9% +$4.33M 4.82% 9
2021
Q1 		$44.5M Buy
518,385
+36,355
+8% +$2.99M 4.04% 9
2020
Q4 		$38.2M Sell
482,030
-3,246
-0.7% -$249K 3.79% 10
2020
Q3 		$34.9M Sell
485,276
-23,516
-5% -$1.72M 3.82% 10
2020
Q2 		$36.3M Sell
508,792
-146,930
-22% -$10.1M 4.26% 10
2020
Q1 		$42.3M Buy
655,722
+119,527
+22% +$9.93M 4.56% 9
2019
Q4 		$47.6M Buy
536,195
+28,432
+6% +$2.54M 5.04% 9
2019
Q3 		$45.7M Buy
507,763
+85,130
+20% +$7.41M 5.52% 8
2019
Q2 		$35.5M Sell
422,633
-97,761
-19% -$8.23M 4.67% 9
2019
Q1 		$43.5M Sell
520,394
-16,328
-3% -$1.3M 7.05% 5
2018
Q4 		$38.6M Sell
536,722
-64,570
-11% -$4.93M 7.49% 6
2018
Q3 		$47M Buy
+601,292
New +$47.8M 7.87% 5

Other funds holding BBRE

JP Morgan Chase
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
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Alaska Permanent Capital Management's BBRE Position: Q1 2026 in Review

Alaska Permanent Capital Management increased its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 2.7% in Q1 2026, buying an estimated $1.28M and bringing the position to 506,997 shares worth $48.5M. The position accounts for 3.4% of the portfolio, ranked #12.

Alaska Permanent Capital Management first reported a position in BBRE in Q3 2018 and has held it in 31 quarters since. The position peaked at $56.2M in Q4 2021. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

  • Alaska Permanent Capital Management held 506,997 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $48.5M as of Q1 2026.
  • Alaska Permanent Capital Management bought 13,150 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2026, an estimated $1.28M.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up 3.4% of Alaska Permanent Capital Management's portfolio in Q1 2026, its #12 holding.
  • Alaska Permanent Capital Management first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q3 2018 and has held it in 31 quarters since.
  • Alaska Permanent Capital Management's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $56.2M in Q4 2021.
  • 57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on Alaska Permanent Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.