Corient Private Wealth

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 Q1	$2.64M	Sell	27,542 -29,360	-52%	-$2.86M	﹤0.01%	1116
2025 Q4	$5.27M	Buy	56,902 +18,197	+47%	+$1.71M	﹤0.01%	1031
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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 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

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return