Allworth Financial
BBRE icon

Allworth Financial’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Allworth Financial’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
Q4 		– Sell
-27
Closed -$2.55K – 5035
2025
Q3 		$2.55K Buy
27
+1
+4% +$93 ﹤0.01% 3895
2025
Q2 		$2.44K Hold
26
– – ﹤0.01% 3615
2025
Q1 		$2.37K Buy
+26
New +$2.46K ﹤0.01% 3136

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Allworth Financial's BBRE Position: Q4 2025 in Review

Allworth Financial sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q4 2025, closing a stake of 27 shares — an estimated $2.55K sold.

Allworth Financial first reported a position in BBRE in Q1 2025 and held it in 3 quarters. The position peaked at $2.55K in Q3 2025. 56 funds tracked by Wall St. Rank hold BBRE as of Q4 2025.

  • Allworth Financial reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 27 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q4 2025, an estimated $2.55K.
  • Allworth Financial first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2025 and held it in 3 quarters.
  • Allworth Financial's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $2.55K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.