Aptus Capital Advisors’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Aptus Capital Advisors’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 Q2	$81.3K	Buy	758 +61	+9%	+$6.35K	﹤0.01%	1295
2026 Q1	$66.7K	Buy	697 +93	+15%	+$9.05K	﹤0.01%	1235
2025 Q4	$55.9K	Buy	604 +144	+31%	+$13.6K	﹤0.01%	1280
2025 Q3	$43.9K	Buy	460 +1	+0.2%	+$93	﹤0.01%	1248
2025 Q2	$42.3K	Buy	459 +56	+14%	+$5.13K	﹤0.01%	1204
2025 Q1	$37.9K	Buy	403 +187	+87%	+$17.7K	﹤0.01%	1142
2024 Q4	$20.2K	Buy	216 +183	+555%	+$18K	﹤0.01%	1212
2024 Q3	$3.33K	Buy	+33	New	+$3.15K	﹤0.01%	1160
2024 Q2	–	Sell	-51	Closed	-$4.51K	–	1166
2024 Q1	$4.51K	Buy	+51	New	+$4.45K	﹤0.01%	1092

Other funds holding BBRE

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Aptus Capital Advisors's BBRE Position: Q2 2026 in Review

Aptus Capital Advisors increased its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 8.8% in Q2 2026, buying an estimated $6.35K and bringing the position to 758 shares worth $81.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Aptus Capital Advisors first reported a position in BBRE in Q1 2024 and has held it in 9 quarters since. 55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

Aptus Capital Advisors held 758 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $81.3K as of Q2 2026.
Aptus Capital Advisors bought 61 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $6.35K.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1295 holding.
Aptus Capital Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2024 and has held it in 9 quarters since.
55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.