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

Integrated Advisors Network’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
-2,376
Closed -$220K – 696
2025
Q4 		$220K Sell
2,376
-5
-0.2% -$471 0.01% 668
2025
Q3 		$227K Buy
2,381
+21
+0.9% +$1.96K 0.01% 717
2025
Q2 		$217K Hold
2,360
– – 0.01% 703
2025
Q1 		$222K Hold
2,360
– – 0.01% 665
2024
Q4 		$221K Hold
2,360
– – 0.01% 647
2024
Q3 		$238K Hold
2,360
– – 0.01% 652
2024
Q2 		$207K Hold
2,360
– – 0.01% 654
2024
Q1 		$209K Hold
2,360
– – 0.01% 678
2023
Q4 		$211K Sell
2,360
-1,823
-44% -$147K 0.01% 628
2023
Q3 		$325K Hold
4,183
– – 0.02% 521
2023
Q2 		$353K Sell
4,183
-10,100
-71% -$833K 0.02% 508
2023
Q1 		$1.18M Buy
14,283
+9,903
+226% +$846K 0.07% 261
2022
Q4 		$357K Sell
4,380
-14,120
-76% -$1.15M 0.02% 480
2022
Q3 		$1.45M Sell
18,500
-2,750
-13% -$248K 0.1% 219
2022
Q2 		$1.87M Buy
21,250
+995
+5% +$96.1K 0.12% 189
2022
Q1 		$2.15M Buy
20,255
+9,105
+82% +$938K 0.13% 188
2021
Q4 		$1.24M Buy
11,150
+1,460
+15% +$153K 0.07% 244
2021
Q3 		$932K Buy
+9,690
New +$969K 0.06% 271

Other funds holding BBRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
GEM
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
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Advisors Network's BBRE Position: Q1 2026 in Review

Integrated Advisors Network sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2026, closing a stake of 2,376 shares — an estimated $220K sold.

Integrated Advisors Network first reported a position in BBRE in Q3 2021 and held it in 18 quarters. The position peaked at $2.15M in Q1 2022. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

  • Integrated Advisors Network reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Integrated Advisors Network sold 2,376 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2026, an estimated $220K.
  • Integrated Advisors Network first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q3 2021 and held it in 18 quarters.
  • Integrated Advisors Network's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $2.15M in Q1 2022.
  • 57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.