Corient Private Wealth’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Corient Private Wealth’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	$2.72M	Sell	25,387 -2,155	-8%	-$224K	﹤0.01%	1186
2026 Q1	$2.64M	Sell	27,542 -909	-3%	-$88.5K	﹤0.01%	1116
2025 Q4	$2.63M	Sell	28,451 -10,254	-26%	-$966K	﹤0.01%	1022
2025 Q3	$3.7M	Sell	38,705 -3,525	-8%	-$330K	0.01%	824
2025 Q2	$3.89M	Sell	42,230 -2,786	-6%	-$255K	0.01%	786
2025 Q1	$4.23M	Buy	45,016 +41	+0.1%	+$3.88K	0.01%	728
2024 Q4	$4.21M	Buy	+44,975	New	+$4.43M	0.01%	752

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

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

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Corient Private Wealth's BBRE Position: Q2 2026 in Review

Corient Private Wealth reduced its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 7.8% in Q2 2026, selling an estimated $224K and leaving 25,387 shares worth $2.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Corient Private Wealth first reported a position in BBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.23M in Q1 2025. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

Corient Private Wealth held 25,387 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $2.72M as of Q2 2026.
Corient Private Wealth sold 2,155 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $224K.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1186 holding.
Corient Private Wealth first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2024 and has held it in 7 quarters since.
Corient Private Wealth's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $4.23M in Q1 2025.
54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.