LGT Financial Advisors’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

LGT Financial Advisors’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 Q3	–	Sell	-115	Closed	-$10.6K	–	411
2025 Q2	$10.6K	Buy	115 +4	+4%	+$366	0.03%	202
2025 Q1	$10.4K	Buy	111 +8	+8%	+$757	0.03%	174
2024 Q4	$9.66K	Buy	103 +1	+1%	+$99	0.02%	439
2024 Q3	$10.4K	Buy	102 +78	+325%	+$7.45K	0.03%	413
2024 Q2	$2.12K	Hold	24	–	–	﹤0.01%	728
2024 Q1	$2.13K	Hold	24	–	–	﹤0.01%	748
2023 Q4	$2.15K	Buy	+24	New	+$1.93K	﹤0.01%	797
2023 Q2	–	Sell	-118	Closed	-$9.79K	–	210
2023 Q1	$9.79K	Buy	+118	New	+$10.1K	0.02%	94

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

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

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LGT Financial Advisors's BBRE Position: Q3 2025 in Review

LGT Financial Advisors sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q3 2025, closing a stake of 115 shares — an estimated $10.6K sold.

LGT Financial Advisors first reported a position in BBRE in Q1 2023 and held it in 8 quarters. The position peaked at $10.6K in Q2 2025. 57 funds tracked by Wall St. Rank hold BBRE as of Q3 2025.

LGT Financial Advisors reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 115 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q3 2025, an estimated $10.6K.
LGT Financial Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2023 and held it in 8 quarters.
LGT Financial Advisors's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $10.6K in Q2 2025.
57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.