Investors Research Corp’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Investors Research Corp’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 Q3	$4.98K	Hold	50	–	–	﹤0.01%	607
2026 Q2	$5.36K	Hold	50	–	–	﹤0.01%	605
2026 Q1	$4.79K	Hold	50	–	–	﹤0.01%	614
2025 Q4	$4.63K	Hold	50	–	–	﹤0.01%	700
2025 Q3	$4.77K	Buy	50 +1	+2%	+$93	﹤0.01%	726
2025 Q2	$4.51K	Hold	49	–	–	﹤0.01%	765
2025 Q1	$4.61K	Hold	49	–	–	﹤0.01%	775
2024 Q4	$4.59K	Buy	49 +3	+7%	+$296	﹤0.01%	768
2024 Q3	$4.64K	Buy	46 +1	+2%	+$96	﹤0.01%	789
2024 Q2	$3.95K	Buy	45 +1	+2%	+$85	﹤0.01%	862
2024 Q1	$3.89K	Hold	44	–	–	﹤0.01%	840
2023 Q4	$3.93K	Buy	44 +7	+19%	+$564	﹤0.01%	863
2023 Q3	$2.88K	Buy	37 +9	+32%	+$756	﹤0.01%	907
2023 Q2	$2.36K	Hold	28	–	–	﹤0.01%	942
2023 Q1	$2.32K	Hold	28	–	–	﹤0.01%	965
2022 Q4	$2.29K	Hold	28	–	–	﹤0.01%	978
2022 Q3	$2K	Buy	28 +2	+8%	+$181	﹤0.01%	959
2022 Q2	$2K	Buy	26 +7	+37%	+$676	﹤0.01%	969
2022 Q1	$2K	Buy	19 +12	+171%	+$1.24K	﹤0.01%	923
2021 Q4	$1K	Buy	+7	New	+$731	﹤0.01%	925

Other funds holding BBRE

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

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Investors Research Corp's BBRE Position: Q3 2026 in Review

Investors Research Corp held its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) position steady in Q3 2026 at 50 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Investors Research Corp first reported a position in BBRE in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.36K in Q2 2026. 6 funds tracked by Wall St. Rank hold BBRE as of Q3 2026.

Investors Research Corp held 50 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $4.98K as of Q3 2026.
Investors Research Corp left its JPMorgan BetaBuilders MSCI US REIT ETF share count unchanged in Q3 2026.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #607 holding.
Investors Research Corp first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2021 and has held it in 20 quarters since.
Investors Research Corp's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $5.36K in Q2 2026.
6 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.