Citigroup’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Citigroup’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	–	Sell	-612	Closed	-$58.6K	–	5737
2026 Q1	$58.6K	Buy	+612	New	+$59.6K	﹤0.01%	4469

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

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 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

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 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

Citigroup's BBRE Position: Q2 2026 in Review

Citigroup sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2026, closing a stake of 612 shares — an estimated $58.6K sold.

Citigroup first reported a position in BBRE in Q1 2026 and held it in 1 quarter. The position peaked at $58.6K in Q1 2026. 55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

Citigroup reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2026 after selling out during the quarter.
Citigroup sold 612 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $58.6K.
Citigroup first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2026 and held it in 1 quarter.
Citigroup's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $58.6K in Q1 2026.
55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.