FFA
BBRE icon

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
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 – 2506
2023
Q1 		$35.8K Buy
+432
New +$36.9K 0.01% 702

Other funds holding BBRE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
GEM
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
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return