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	–	2929
2020 Q2	$2K	Buy	+33	New	+$2.27K	﹤0.01%	2357

Other funds holding BBRE

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return

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

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

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

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return