JO
BBRE icon

John Overdeck’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

John Overdeck’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 		– Sell
-45,400
Closed -$4.34M – 5064
2026
Q1 		$4.34M Buy
45,400
+27,400
+152% +$2.67M ﹤0.01% 2092
2025
Q4 		$1.67M Buy
+18,000
New +$1.69M ﹤0.01% 2575

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

John Overdeck's BBRE Position: Q2 2026 in Review

John Overdeck sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2026, closing a stake of 45,400 shares — an estimated $4.34M sold.

John Overdeck first reported a position in BBRE in Q4 2025 and held it in 2 quarters. The position peaked at $4.34M in Q1 2026. 55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • John Overdeck reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 45,400 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $4.34M.
  • John Overdeck first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2025 and held it in 2 quarters.
  • John Overdeck's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $4.34M in Q1 2026.
  • 55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.