Fortress Wealth Management’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Fortress Wealth Management’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
2025 Q3	$202K	Sell	2,117 -1,130	-35%	-$106K	0.09%	75
2025 Q2	$299K	Sell	3,247 -112	-3%	-$10.3K	0.14%	64
2025 Q1	$316K	Sell	3,359 -1,592	-32%	-$151K	0.16%	57
2024 Q4	$464K	Sell	4,951 -4,215	-46%	-$415K	0.22%	50
2024 Q3	$925K	Sell	9,166 -27,927	-75%	-$2.67M	0.46%	41
2024 Q2	$3.25M	Buy	37,093 +1,993	+6%	+$170K	1.66%	18
2024 Q1	$3.11M	Buy	35,100 +2,303	+7%	+$201K	1.6%	18
2023 Q4	$2.93M	Buy	+32,797	New	+$2.64M	1.6%	21

Other funds holding BBRE

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Fortress Wealth Management's BBRE Position: Q3 2025 in Review

Fortress Wealth Management reduced its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 35% in Q3 2025, selling an estimated $106K and leaving 2,117 shares worth $202K. The position accounts for 0.09% of the portfolio, ranked #75.

Fortress Wealth Management first reported a position in BBRE in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.25M in Q2 2024. 57 funds tracked by Wall St. Rank hold BBRE as of Q3 2025.

Fortress Wealth Management held 2,117 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $202K as of Q3 2025.
Fortress Wealth Management sold 1,130 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q3 2025, an estimated $106K.
JPMorgan BetaBuilders MSCI US REIT ETF made up 0.09% of Fortress Wealth Management's portfolio in Q3 2025, its #75 holding.
Fortress Wealth Management first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2023 and has held it in 8 quarters since.
Fortress Wealth Management's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $3.25M in Q2 2024.
57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.