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

Atomi Financial 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	–	Sell	-4,294	Closed	-$398K	–	1220
2025 Q4	$398K	Buy	4,294 +596	+16%	+$56.1K	0.01%	800
2025 Q3	$353K	Sell	3,698 -61	-2%	-$5.7K	0.01%	797
2025 Q2	$346K	Sell	3,759 -123	-3%	-$11.3K	0.01%	747
2025 Q1	$365K	Sell	3,882 -51	-1%	-$4.83K	0.02%	679
2024 Q4	$368K	Sell	3,933 -64	-2%	-$6.31K	0.02%	618
2024 Q3	$403K	Sell	3,997 -735	-16%	-$70.2K	0.03%	545
2024 Q2	$415K	Sell	4,732 -5,102	-52%	-$435K	0.03%	449
2024 Q1	$870K	Buy	9,834 +208	+2%	+$18.1K	0.08%	207
2023 Q4	$860K	Buy	+9,626	New	+$775K	0.12%	157

Other funds holding BBRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $863M AUM 30.35% 1-Year Est. Return

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

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

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atomi Financial Group's BBRE Position: Q1 2026 in Review

Atomi Financial Group sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2026, closing a stake of 4,294 shares — an estimated $398K sold.

Atomi Financial Group first reported a position in BBRE in Q4 2023 and held it in 9 quarters. The position peaked at $870K in Q1 2024. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

Atomi Financial Group reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q1 2026 after selling out during the quarter.
Atomi Financial Group sold 4,294 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2026, an estimated $398K.
Atomi Financial Group first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2023 and held it in 9 quarters.
Atomi Financial Group's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $870K in Q1 2024.
57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.