Fidelity Investments
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Fidelity Investments’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Fidelity Investments’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 		$15.2K Sell
159
-25
-14% -$2.43K ﹤0.01% 4624
2025
Q4 		$17.1K Sell
184
-106
-37% -$9.98K ﹤0.01% 4529
2025
Q3 		$27.7K Buy
290
+3
+1% +$280 ﹤0.01% 4230
2025
Q2 		$26.4K Sell
287
-19
-6% -$1.74K ﹤0.01% 4178
2025
Q1 		$28.8K Sell
306
-110
-26% -$10.4K ﹤0.01% 4087
2024
Q4 		$39K Buy
+416
New +$41K ﹤0.01% 3955
2024
Q3 		– Sell
-8
Closed -$702 – 5499
2024
Q2 		$702 Buy
+8
New +$682 ﹤0.01% 4834
2024
Q1 		– Sell
-15
Closed -$1.34K – 5365
2023
Q4 		$1.34K Buy
15
+14
+1,400% +$1.13K ﹤0.01% 4713
2023
Q3 		$78 Buy
+1
New +$84 ﹤0.01% 4885
2023
Q1 		– Sell
-103
Closed -$8.37K – 5276
2022
Q4 		$8.37K Buy
103
+96
+1,371% +$7.85K ﹤0.01% 4071
2022
Q3 		$1K Sell
7
-221
-97% -$20K ﹤0.01% 4628
2022
Q2 		$20K Hold
228
– – ﹤0.01% 3876
2022
Q1 		$24K Hold
228
– – ﹤0.01% 3936
2021
Q4 		$25K Hold
228
– – ﹤0.01% 3401
2021
Q3 		$22K Hold
228
– – ﹤0.01% 3410
2021
Q2 		$22K Buy
228
+2
+0.9% +$186 ﹤0.01% 3356
2021
Q1 		$19K Buy
226
+205
+976% +$16.9K ﹤0.01% 3253
2020
Q4 		$2K Buy
+21
New +$1.61K ﹤0.01% 3569

Other funds holding BBRE

JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $9.2B AUM 23.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments's BBRE Position: Q1 2026 in Review

Fidelity Investments reduced its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 14% in Q1 2026, selling an estimated $2.43K and leaving 159 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4624.

Fidelity Investments first reported a position in BBRE in Q4 2020 and has held it in 18 quarters since. The position peaked at $39K in Q4 2024. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

  • Fidelity Investments held 159 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $15.2K as of Q1 2026.
  • Fidelity Investments sold 25 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2026, an estimated $2.43K.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4624 holding.
  • Fidelity Investments first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2020 and has held it in 18 quarters since.
  • Fidelity Investments's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $39K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.