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

IFP 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 Q1	–	Sell	-9	Closed	-$833	–	5034
2025 Q4	$833	Hold	9	–	–	﹤0.01%	4130
2025 Q3	$859	Hold	9	–	–	﹤0.01%	4011
2025 Q2	$829	Buy	+9	New	+$824	﹤0.01%	4276
2023 Q1	–	Sell	-21	Closed	-$2K	–	3441
2022 Q4	$2K	Sell	21 -53	-72%	-$4.33K	﹤0.01%	4116
2022 Q3	$8K	Hold	74	–	–	﹤0.01%	3752
2022 Q2	$8K	Hold	74	–	–	﹤0.01%	3508
2022 Q1	$8K	Buy	+74	New	+$7.63K	﹤0.01%	3508
2020 Q3	–	Sell	-33	Closed	-$2.42K	–	2843
2020 Q2	$2K	Buy	+33	New	+$2.27K	﹤0.01%	2357

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

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

AWA

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors's BBRE Position: Q1 2026 in Review

IFP Advisors sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2026, closing a stake of 9 shares — an estimated $833 sold.

IFP Advisors first reported a position in BBRE in Q2 2020 and held it in 8 quarters. The position peaked at $8K in Q3 2022. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

IFP Advisors reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q1 2026 after selling out during the quarter.
IFP Advisors sold 9 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2026, an estimated $833.
IFP Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2020 and held it in 8 quarters.
IFP Advisors's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $8K in Q3 2022.
57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.