HI
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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
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

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UOTTAIMCU
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APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
GEM
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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