Larson Financial Group’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Larson Financial Group’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
2024 Q4	–	Sell	-1	Closed	-$103	–	2779
2024 Q3	$103	Hold	1	–	–	﹤0.01%	2529
2024 Q2	$89	Hold	1	–	–	﹤0.01%	2269
2024 Q1	$89	Hold	1	–	–	﹤0.01%	1715
2023 Q4	$89	Hold	1	–	–	﹤0.01%	1722
2023 Q3	$78	Hold	1	–	–	﹤0.01%	1668
2023 Q2	$84	Hold	1	–	–	﹤0.01%	1531
2023 Q1	$83	Hold	1	–	–	﹤0.01%	1504
2022 Q4	$82	Hold	1	–	–	﹤0.01%	1464
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1296
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1190
2022 Q1	$0	Sell	1 -1	-50%	-$103	﹤0.01%	1044
2021 Q4	$0	Buy	+2	New	+$209	﹤0.01%	1073

Other funds holding BBRE

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

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Larson Financial Group's BBRE Position: Q4 2024 in Review

Larson Financial Group sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q4 2024, closing a stake of 1 share — an estimated $103 sold.

Larson Financial Group first reported a position in BBRE in Q4 2021 and held it in 12 quarters. The position peaked at $103 in Q3 2024. 54 funds tracked by Wall St. Rank hold BBRE as of Q4 2024.

Larson Financial Group reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q4 2024 after selling out during the quarter.
Larson Financial Group sold 1 JPMorgan BetaBuilders MSCI US REIT ETF share in Q4 2024, an estimated $103.
Larson Financial Group first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2021 and held it in 12 quarters.
Larson Financial Group's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $103 in Q3 2024.
54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.