BFG
BBRE icon

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

Bleakley 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
Q2 		$32.2M Buy
299,734
+17,647
+6% +$1.84M 0.41% 52
2026
Q1 		$27M Buy
282,087
+250,816
+802% +$24.4M 0.42% 50
2025
Q4 		$2.9M Buy
+31,271
New +$2.94M 0.05% 286

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
Charles Schwab
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bleakley Financial Group's BBRE Position: Q2 2026 in Review

Bleakley Financial Group increased its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 6.3% in Q2 2026, buying an estimated $1.84M and bringing the position to 299,734 shares worth $32.2M. The position accounts for 0.41% of the portfolio, ranked #52.

Bleakley Financial Group first reported a position in BBRE in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • Bleakley Financial Group held 299,734 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $32.2M as of Q2 2026.
  • Bleakley Financial Group bought 17,647 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $1.84M.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up 0.41% of Bleakley Financial Group's portfolio in Q2 2026, its #52 holding.
  • Bleakley Financial Group first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.