CA
BBRE icon

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

Clearstead 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
2023
Q3 		– Sell
-150
Closed -$12.7K – 1524
2023
Q2 		$12.7K Hold
150
– – ﹤0.01% 955
2023
Q1 		$12.4K Buy
+150
New +$12.8K ﹤0.01% 918

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
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 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
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
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearstead Advisors's BBRE Position: Q3 2023 in Review

Clearstead Advisors sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q3 2023, closing a stake of 150 shares — an estimated $12.7K sold.

Clearstead Advisors first reported a position in BBRE in Q1 2023 and held it in 2 quarters. The position peaked at $12.7K in Q2 2023. 35 funds tracked by Wall St. Rank hold BBRE as of Q3 2023.

  • Clearstead Advisors reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Clearstead Advisors sold 150 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q3 2023, an estimated $12.7K.
  • Clearstead Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2023 and held it in 2 quarters.
  • Clearstead Advisors's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $12.7K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2023.

Based on Clearstead Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.