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%	427
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

UOTTAIMCU

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

BFG

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

CIA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IIM

IFC & Insurance Marketing Auburn, California $114M AUM

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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 #427.

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. 17 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 #427 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.
17 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.