Brinker Capital Investments’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Brinker Capital Investments’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	-10,349	Closed	-$958K	–	2020
2025 Q4	$958K	Buy	10,349 +767	+8%	+$72.2K	0.01%	1251
2025 Q3	$915K	Buy	9,582 +1,850	+24%	+$173K	0.01%	1272
2025 Q2	$712K	Buy	+7,732	New	+$708K	0.01%	1364

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

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

AWA

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

Brinker Capital Investments's BBRE Position: Q1 2026 in Review

Brinker Capital Investments sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2026, closing a stake of 10,349 shares — an estimated $958K sold.

Brinker Capital Investments first reported a position in BBRE in Q2 2025 and held it in 3 quarters. The position peaked at $958K in Q4 2025. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

Brinker Capital Investments reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q1 2026 after selling out during the quarter.
Brinker Capital Investments sold 10,349 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2026, an estimated $958K.
Brinker Capital Investments first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2025 and held it in 3 quarters.
Brinker Capital Investments's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $958K in Q4 2025.
57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.