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

Gradient 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
2025 Q2	–	Sell	-2,340	Closed	-$220K	–	361
2025 Q1	$220K	Sell	2,340 -281,376	-99%	-$26.6M	﹤0.01%	303
2024 Q4	$26.6M	Buy	+283,716	New	+$28M	0.54%	55

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

Gradient Investments's BBRE Position: Q2 2025 in Review

Gradient Investments sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2025, closing a stake of 2,340 shares — an estimated $220K sold.

Gradient Investments first reported a position in BBRE in Q4 2024 and held it in 2 quarters. The position peaked at $26.6M in Q4 2024. 56 funds tracked by Wall St. Rank hold BBRE as of Q2 2025.

Gradient Investments reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2025 after selling out during the quarter.
Gradient Investments sold 2,340 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2025, an estimated $220K.
Gradient Investments first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2024 and held it in 2 quarters.
Gradient Investments's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $26.6M in Q4 2024.
56 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2025.

Based on Gradient Investments's 13F filing for Q2 2025, filed 8 Jul 2025.