Kerr Financial Planning’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Kerr Financial Planning’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	$99.2K	Hold	925	–	–	0.11%	137
2026 Q1	$95.3K	Hold	925	–	–	0.07%	137
2025 Q4	$89.4K	Sell	925 -300	-24%	-$28.2K	0.12%	134
2025 Q3	$115K	Buy	+1,225	New	+$115K	0.16%	102

Other funds holding BBRE

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 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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Kerr Financial Planning's BBRE Position: Q2 2026 in Review

Kerr Financial Planning held its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) position steady in Q2 2026 at 925 shares worth $99.2K. The position accounts for 0.11% of the portfolio, ranked #137.

Kerr Financial Planning first reported a position in BBRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $115K in Q3 2025. 55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

Kerr Financial Planning held 925 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $99.2K as of Q2 2026.
Kerr Financial Planning left its JPMorgan BetaBuilders MSCI US REIT ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders MSCI US REIT ETF made up 0.11% of Kerr Financial Planning's portfolio in Q2 2026, its #137 holding.
Kerr Financial Planning first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $115K in Q3 2025.
55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.