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

Angeles 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
2026 Q1	–	Sell	-440	Closed	-$40.7K	–	529
2025 Q4	$40.7K	Sell	440 -650	-60%	-$61.2K	﹤0.01%	425
2025 Q3	$104K	Hold	1,090	–	–	0.01%	358
2025 Q2	$100K	Hold	1,090	–	–	0.01%	357
2025 Q1	$102K	Sell	1,090 -1,124	-51%	-$106K	0.01%	308
2024 Q4	$207K	Sell	2,214 -255	-10%	-$25.1K	0.02%	285
2024 Q3	$249K	Buy	2,469 +1,090	+79%	+$104K	0.02%	232
2024 Q2	$121K	Sell	1,379 -919	-40%	-$78.3K	0.01%	245
2024 Q1	$203K	Buy	2,298 +919	+67%	+$80.1K	0.02%	214
2023 Q4	$123K	Buy	+1,379	New	+$111K	0.02%	210

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

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 Chicago, Illinois $94.2B AUM 21.24% 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

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

Angeles Wealth Management's BBRE Position: Q1 2026 in Review

Angeles Wealth Management sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2026, closing a stake of 440 shares — an estimated $40.7K sold.

Angeles Wealth Management first reported a position in BBRE in Q4 2023 and held it in 9 quarters. The position peaked at $249K in Q3 2024. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

Angeles Wealth Management reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q1 2026 after selling out during the quarter.
Angeles Wealth Management sold 440 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2026, an estimated $40.7K.
Angeles Wealth Management first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2023 and held it in 9 quarters.
Angeles Wealth Management's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $249K in Q3 2024.
57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.