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

Farther Finance 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 Q3	$169K	Sell	1,699 -432	-20%	-$46.3K	﹤0.01%	2437
2026 Q2	$229K	Buy	2,131 +1	+0%	+$104	﹤0.01%	2155
2026 Q1	$205K	Sell	2,130 -431	-17%	-$42K	﹤0.01%	1997
2025 Q4	$237K	Buy	2,561 +2,096	+451%	+$197K	﹤0.01%	1810
2025 Q3	$44.4K	Sell	465 -99	-18%	-$9.25K	﹤0.01%	2512
2025 Q2	$52K	Sell	564 -2	-0.4%	-$183	﹤0.01%	2117
2025 Q1	$53.3K	Buy	566 +339	+149%	+$32.1K	﹤0.01%	1865
2024 Q4	$21.3K	Buy	227 +212	+1,413%	+$20.9K	﹤0.01%	2053
2024 Q3	$1.51K	Buy	15 +8	+114%	+$764	﹤0.01%	3095
2024 Q2	$608	Hold	7	–	–	﹤0.01%	3232
2024 Q1	$609	Hold	7	–	–	﹤0.01%	2957
2023 Q4	$625	Buy	+7	New	+$564	﹤0.01%	2900
2023 Q2	–	Sell	-432	Closed	-$35.8K	–	2504
2023 Q1	$35.8K	Buy	+432	New	+$36.9K	0.01%	702

Other funds holding BBRE

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Farther Finance Advisors's BBRE Position: Q3 2026 in Review

Farther Finance Advisors reduced its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 20% in Q3 2026, selling an estimated $46.3K and leaving 1,699 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

Farther Finance Advisors first reported a position in BBRE in Q1 2023 and has held it in 13 quarters since. The position peaked at $237K in Q4 2025. 5 funds tracked by Wall St. Rank hold BBRE as of Q3 2026.

Farther Finance Advisors held 1,699 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $169K as of Q3 2026.
Farther Finance Advisors sold 432 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q3 2026, an estimated $46.3K.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2437 holding.
Farther Finance Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2023 and has held it in 13 quarters since.
Farther Finance Advisors's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $237K in Q4 2025.
5 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.