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Jeff Yass’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Jeff Yass’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 		$222K Sell
2,072
-25,813
-93% -$2.69M ﹤0.01% 11718
2026
Q1 		$2.67M Buy
27,885
+13,287
+91% +$1.29M ﹤0.01% 5522
2025
Q4 		$1.35M Sell
14,598
-12,721
-47% -$1.2M ﹤0.01% 6493
2025
Q3 		$2.61M Buy
+27,319
New +$2.55M ﹤0.01% 5242
2025
Q1 		– Sell
-5,157
Closed -$483K – 12470
2024
Q4 		$483K Sell
5,157
-8,515
-62% -$839K ﹤0.01% 8753
2024
Q3 		$1.38M Sell
13,672
-9,968
-42% -$952K ﹤0.01% 6100
2024
Q2 		$2.07M Sell
23,640
-1,667
-7% -$142K ﹤0.01% 5035
2024
Q1 		$2.24M Buy
25,307
+4,499
+22% +$392K ﹤0.01% 5062
2023
Q4 		$1.86M Buy
20,808
+14,544
+232% +$1.17M ﹤0.01% 5522
2023
Q3 		$487K Sell
6,264
-1,865
-23% -$157K ﹤0.01% 8285
2023
Q2 		$686K Sell
8,129
-7,298
-47% -$602K ﹤0.01% 7564
2023
Q1 		$1.28M Sell
15,427
-973
-6% -$83.1K ﹤0.01% 6190
2022
Q4 		$1.34M Sell
16,400
-8,457
-34% -$691K ﹤0.01% 5537
2022
Q3 		$1.95M Buy
24,857
+3,992
+19% +$361K ﹤0.01% 4979
2022
Q2 		$1.83M Buy
20,865
+18,197
+682% +$1.76M ﹤0.01% 5096
2022
Q1 		$284K Sell
2,668
-24,685
-90% -$2.54M ﹤0.01% 10400
2021
Q4 		$3.04M Buy
27,353
+8,083
+42% +$844K ﹤0.01% 4617
2021
Q3 		$1.85M Buy
19,270
+13,328
+224% +$1.33M ﹤0.01% 6002
2021
Q2 		$569K Sell
5,942
-54,125
-90% -$5.04M ﹤0.01% 9295
2021
Q1 		$5.16M Buy
60,067
+51,200
+577% +$4.21M ﹤0.01% 3848
2020
Q4 		$702K Sell
8,867
-11,942
-57% -$914K ﹤0.01% 7533
2020
Q3 		$1.5M Buy
20,809
+13,683
+192% +$1M ﹤0.01% 5184
2020
Q2 		$508K Buy
+7,126
New +$491K ﹤0.01% 7326
2020
Q1 		– Sell
-2,710
Closed -$240K – 10213
2019
Q4 		$240K Sell
2,710
-4,713
-63% -$421K ﹤0.01% 8429
2019
Q3 		$669K Buy
7,423
+2,313
+45% +$201K ﹤0.01% 6620
2019
Q2 		$429K Buy
5,110
+1,614
+46% +$136K ﹤0.01% 7588
2019
Q1 		$292K Buy
+3,496
New +$279K ﹤0.01% 7258

Other funds holding BBRE

JP Morgan Chase
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
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
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

Jeff Yass's BBRE Position: Q2 2026 in Review

Jeff Yass reduced its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 93% in Q2 2026, selling an estimated $2.69M and leaving 2,072 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #11718.

Jeff Yass first reported a position in BBRE in Q1 2019 and has held it in 27 quarters since. The position peaked at $5.16M in Q1 2021. 55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • Jeff Yass held 2,072 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $222K as of Q2 2026.
  • Jeff Yass sold 25,813 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $2.69M.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11718 holding.
  • Jeff Yass first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2019 and has held it in 27 quarters since.
  • Jeff Yass's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $5.16M in Q1 2021.
  • 55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.