Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Cambridge Investment Research 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
2024
Q4 		– Sell
-39,637
Closed -$4M – 3476
2024
Q3 		$4M Buy
+39,637
New +$3.79M 0.01% 935

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
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
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Cambridge Investment Research Advisors's BBRE Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q4 2024, closing a stake of 39,637 shares — an estimated $4M sold.

Cambridge Investment Research Advisors first reported a position in BBRE in Q3 2024 and held it in 1 quarter. The position peaked at $4M in Q3 2024. 54 funds tracked by Wall St. Rank hold BBRE as of Q4 2024.

  • Cambridge Investment Research Advisors reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 39,637 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q4 2024, an estimated $4M.
  • Cambridge Investment Research Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q3 2024 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $4M in Q3 2024.
  • 54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.