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

David Shaw’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 		$535K Buy
+4,987
New +$519K ﹤0.01% 4155
2024
Q2 		– Sell
-2,330
Closed -$206K – 4482
2024
Q1 		$206K Buy
+2,330
New +$203K ﹤0.01% 3909

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 $103B AUM 28.65% 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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

David Shaw's BBRE Position: Q2 2026 in Review

David Shaw opened a new position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2026: 4,987 shares worth $535K. The stake represents ﹤0.01% of the portfolio and ranks #4155 among its holdings. This is a return to the name: David Shaw previously reported a position in BBRE as recently as Q1 2024.

David Shaw first reported a position in BBRE in Q1 2024 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • David Shaw held 4,987 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $535K as of Q2 2026.
  • JPMorgan BetaBuilders MSCI US REIT ETF was a new David Shaw position in Q2 2026.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4155 holding.
  • David Shaw first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2024 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 D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.