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

Harbour 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 Q2	$20.3K	Hold	189	–	–	﹤0.01%	2938
2026 Q1	$18.1K	Sell	189 -27	-13%	-$2.63K	﹤0.01%	2952
2025 Q4	$20K	Hold	216	–	–	﹤0.01%	2417
2025 Q3	$20.6K	Hold	216	–	–	﹤0.01%	2323
2025 Q2	$19.9K	Hold	216	–	–	﹤0.01%	2238
2025 Q1	$20.3K	Buy	216 +117	+118%	+$11.1K	﹤0.01%	2185
2024 Q4	$9.27K	Buy	+99	New	+$9.76K	﹤0.01%	2485

Other funds holding BBRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $863M AUM 30.35% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Harbour Investments's BBRE Position: Q2 2026 in Review

Harbour Investments held its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) position steady in Q2 2026 at 189 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

Harbour Investments first reported a position in BBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.6K in Q3 2025. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

Harbour Investments held 189 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $20.3K as of Q2 2026.
Harbour Investments left its JPMorgan BetaBuilders MSCI US REIT ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2938 holding.
Harbour Investments first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2024 and has held it in 7 quarters since.
Harbour Investments's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $20.6K in Q3 2025.
54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.