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

Concurrent Investment 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
2026
Q2 		$15.7M Buy
146,193
+5,978
+4% +$622K 0.13% 162
2026
Q1 		$13.4M Buy
+140,215
New +$13.7M 0.15% 153

Other funds holding BBRE

JP Morgan Chase
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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concurrent Investment Advisors's BBRE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 4.3% in Q2 2026, buying an estimated $622K and bringing the position to 146,193 shares worth $15.7M. The position accounts for 0.13% of the portfolio, ranked #162.

Concurrent Investment Advisors first reported a position in BBRE in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • Concurrent Investment Advisors held 146,193 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $15.7M as of Q2 2026.
  • Concurrent Investment Advisors bought 5,978 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $622K.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up 0.13% of Concurrent Investment Advisors's portfolio in Q2 2026, its #162 holding.
  • Concurrent Investment Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.