HighTower Advisors
BBRE icon

HighTower Advisors’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

HighTower Advisors’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 		$41.1M Sell
383,317
-8,405
-2% -$875K 0.04% 428
2026
Q1 		$37.5M Sell
391,722
-159,850
-29% -$15.6M 0.04% 432
2025
Q4 		$51.1M Sell
551,572
-3,388
-0.6% -$319K 0.06% 346
2025
Q3 		$53M Buy
554,960
+11,724
+2% +$1.1M 0.06% 323
2025
Q2 		$50M Buy
543,236
+116,266
+27% +$10.6M 0.06% 319
2025
Q1 		$40.1M Sell
426,970
-22,695
-5% -$2.15M 0.05% 346
2024
Q4 		$42.1M Sell
449,665
-1,969
-0.4% -$194K 0.06% 324
2024
Q3 		$45.6M Sell
451,634
-11,150
-2% -$1.06M 0.07% 300
2024
Q2 		$40.6M Sell
462,784
-5,354
-1% -$456K 0.06% 309
2024
Q1 		$41.4M Sell
468,138
-10,916
-2% -$951K 0.07% 295
2023
Q4 		$42.8M Buy
479,054
+135,231
+39% +$10.9M 0.07% 272
2023
Q3 		$26.7M Sell
343,823
-7,275
-2% -$611K 0.05% 360
2023
Q2 		$29.6M Sell
351,098
-6,522
-2% -$538K 0.06% 320
2023
Q1 		$29.6M Buy
357,620
+54,630
+18% +$4.67M 0.06% 300
2022
Q4 		$24.7M Buy
302,990
+19,245
+7% +$1.57M 0.06% 333
2022
Q3 		$22.2M Sell
283,745
-6,023
-2% -$544K 0.06% 310
2022
Q2 		$25.4M Sell
289,768
-97,185
-25% -$9.39M 0.07% 293
2022
Q1 		$41.2M Sell
386,953
-1,577
-0.4% -$162K 0.09% 228
2021
Q4 		$43.1M Buy
388,530
+38,430
+11% +$4.01M 0.09% 220
2021
Q3 		$33.7M Buy
350,100
+50,697
+17% +$5.07M 0.09% 234
2021
Q2 		$28.7M Buy
299,403
+40,761
+16% +$3.8M 0.08% 247
2021
Q1 		$22.2M Buy
258,642
+60,512
+31% +$4.98M 0.07% 285
2020
Q4 		$15.7M Buy
198,130
+47,515
+32% +$3.64M 0.07% 277
2020
Q3 		$10.8M Buy
150,615
+24,731
+20% +$1.81M 0.05% 325
2020
Q2 		$8.97M Sell
125,884
-3,739
-3% -$258K 0.05% 348
2020
Q1 		$8.37M Buy
129,623
+25,837
+25% +$2.15M 0.05% 312
2019
Q4 		$9.21M Buy
103,786
+27,511
+36% +$2.46M 0.05% 358
2019
Q3 		$6.87M Buy
+76,275
New +$6.64M 0.04% 450

Other funds holding BBRE

JP Morgan Chase
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFG
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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors's BBRE Position: Q2 2026 in Review

HighTower Advisors reduced its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 2.1% in Q2 2026, selling an estimated $875K and leaving 383,317 shares worth $41.1M. The position accounts for 0.04% of the portfolio, ranked #428.

HighTower Advisors first reported a position in BBRE in Q3 2019 and has held it in 28 quarters since. The position peaked at $53M in Q3 2025. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • HighTower Advisors held 383,317 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $41.1M as of Q2 2026.
  • HighTower Advisors sold 8,405 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $875K.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up 0.04% of HighTower Advisors's portfolio in Q2 2026, its #428 holding.
  • HighTower Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q3 2019 and has held it in 28 quarters since.
  • HighTower Advisors's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $53M in Q3 2025.
  • 54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.