LDB
BBRE icon

Lee, Danner & Bass’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-50
Closed -$4.68K – 264
2024
Q4 		$4.68K Buy
+50
New +$4.93K ﹤0.01% 604

Other funds holding BBRE

JP Morgan Chase
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
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lee, Danner & Bass's BBRE Position: Q1 2025 in Review

Lee, Danner & Bass sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2025, closing a stake of 50 shares — an estimated $4.68K sold.

Lee, Danner & Bass first reported a position in BBRE in Q4 2024 and held it in 1 quarter. The position peaked at $4.68K in Q4 2024. 53 funds tracked by Wall St. Rank hold BBRE as of Q1 2025.

  • Lee, Danner & Bass reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 50 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2025, an estimated $4.68K.
  • Lee, Danner & Bass first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $4.68K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.