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MassMutual Private Wealth & Trust’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

MassMutual Private Wealth & Trust’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
2022
Q4 		– Sell
-34
Closed -$3K – 1650
2022
Q3 		$3K Sell
34
-50
-60% -$4.52K ﹤0.01% 1062
2022
Q2 		$7K Buy
84
+22
+35% +$2.13K ﹤0.01% 786
2022
Q1 		$7K Sell
62
-5,788
-99% -$596K ﹤0.01% 821
2021
Q4 		$650K Sell
5,850
-1,200
-17% -$125K 0.02% 272
2021
Q3 		$678K Sell
7,050
-15,318
-68% -$1.53M 0.03% 260
2021
Q2 		$2.14M Buy
22,368
+2,286
+11% +$213K 0.09% 173
2021
Q1 		$1.73M Sell
20,082
-1,208
-6% -$99.4K 0.08% 178
2020
Q4 		$1.69M Buy
21,290
+9,103
+75% +$697K 0.09% 169
2020
Q3 		$877K Buy
12,187
+12,169
+67,606% +$891K 0.05% 214
2020
Q2 		$1K Hold
18
– – ﹤0.01% 674
2020
Q1 		$1K Hold
18
– – ﹤0.01% 632
2019
Q4 		$2K Sell
18
-8,744
-100% -$782K ﹤0.01% 743
2019
Q3 		$789K Sell
8,762
-7,679
-47% -$669K 0.05% 219
2019
Q2 		$1.38M Sell
16,441
-22
-0.1% -$1.85K 0.1% 178
2019
Q1 		$1.38M Buy
+16,463
New +$1.31M 0.1% 171

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
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MassMutual Private Wealth & Trust's BBRE Position: Q4 2022 in Review

MassMutual Private Wealth & Trust sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q4 2022, closing a stake of 34 shares — an estimated $3K sold.

MassMutual Private Wealth & Trust first reported a position in BBRE in Q1 2019 and held it in 15 quarters. The position peaked at $2.14M in Q2 2021. 39 funds tracked by Wall St. Rank hold BBRE as of Q4 2022.

  • MassMutual Private Wealth & Trust reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 34 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q4 2022, an estimated $3K.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2019 and held it in 15 quarters.
  • MassMutual Private Wealth & Trust's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $2.14M in Q2 2021.
  • 39 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q4 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2022, filed 6 Jan 2023.