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AmeriFlex Group’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

AmeriFlex Group’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 		$3.25K Hold
34
– – ﹤0.01% 899
2025
Q4 		$3.15K Sell
34
-34
-50% -$3.2K ﹤0.01% 935
2025
Q3 		$6.49K Buy
68
+34
+100% +$3.18K ﹤0.01% 864
2025
Q2 		$3.11K Hold
34
– – ﹤0.01% 903
2025
Q1 		$3.2K Hold
34
– – ﹤0.01% 1070
2024
Q4 		$3.21K Buy
+34
New +$3.35K ﹤0.01% 975

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
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
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

AmeriFlex Group's BBRE Position: Q1 2026 in Review

AmeriFlex Group held its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) position steady in Q1 2026 at 34 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

AmeriFlex Group first reported a position in BBRE in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.49K in Q3 2025. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

  • AmeriFlex Group held 34 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $3.25K as of Q1 2026.
  • AmeriFlex Group left its JPMorgan BetaBuilders MSCI US REIT ETF share count unchanged in Q1 2026.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #899 holding.
  • AmeriFlex Group first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $6.49K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.