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Brown Financial Advisors’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Brown Financial 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
2025
Q1 		– Sell
-18,888
Closed -$1.77M – 133
2024
Q4 		$1.77M Buy
+18,888
New +$1.86M 0.71% 41

Other funds holding BBRE

JP Morgan Chase
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brown Financial Advisors's BBRE Position: Q1 2025 in Review

Brown Financial Advisors sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2025, closing a stake of 18,888 shares — an estimated $1.77M sold.

Brown Financial Advisors first reported a position in BBRE in Q4 2024 and held it in 1 quarter. The position peaked at $1.77M in Q4 2024. 53 funds tracked by Wall St. Rank hold BBRE as of Q1 2025.

  • Brown Financial Advisors reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Brown Financial Advisors sold 18,888 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2025, an estimated $1.77M.
  • Brown Financial Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2024 and held it in 1 quarter.
  • Brown Financial Advisors's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $1.77M in Q4 2024.
  • 53 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2025.

Based on Brown Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.