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Capital Analysts LLC’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Capital Analysts LLC’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
Q3 		– Sell
-210
Closed -$19K – 1432
2025
Q2 		$19K Buy
+210
New +$19.2K ﹤0.01% 1026

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
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
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Capital Analysts LLC's BBRE Position: Q3 2025 in Review

Capital Analysts LLC sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q3 2025, closing a stake of 210 shares — an estimated $19K sold.

Capital Analysts LLC first reported a position in BBRE in Q2 2025 and held it in 1 quarter. The position peaked at $19K in Q2 2025. 57 funds tracked by Wall St. Rank hold BBRE as of Q3 2025.

  • Capital Analysts LLC reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 210 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q3 2025, an estimated $19K.
  • Capital Analysts LLC first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2025 and held it in 1 quarter.
  • Capital Analysts LLC's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $19K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.