IFC & Insurance Marketing’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

IFC & Insurance Marketing’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	$634K	Buy	5,910 +26	+0.4%	+$2.71K	0.56%	32
2026 Q1	$563K	Sell	5,884 -18,523	-76%	-$1.8M	0.59%	32
2025 Q4	$2.26M	Buy	+24,407	New	+$2.3M	2.24%	11

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

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

IFC & Insurance Marketing's BBRE Position: Q2 2026 in Review

IFC & Insurance Marketing increased its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 0.44% in Q2 2026, buying an estimated $2.71K and bringing the position to 5,910 shares worth $634K. The position accounts for 0.56% of the portfolio, ranked #32.

IFC & Insurance Marketing first reported a position in BBRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.26M in Q4 2025. 55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

IFC & Insurance Marketing held 5,910 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $634K as of Q2 2026.
IFC & Insurance Marketing bought 26 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $2.71K.
JPMorgan BetaBuilders MSCI US REIT ETF made up 0.56% of IFC & Insurance Marketing's portfolio in Q2 2026, its #32 holding.
IFC & Insurance Marketing first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2025 and has held it in 3 quarters since.
IFC & Insurance Marketing's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $2.26M in Q4 2025.
55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.