Mercer Global Advisors’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Mercer Global 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
2026 Q2	$261K	Hold	2,431	–	–	﹤0.01%	2960
2026 Q1	$233K	Sell	2,431 -4,231	-64%	-$412K	﹤0.01%	2687
2025 Q4	$617K	Buy	6,662 +2,137	+47%	+$201K	﹤0.01%	1730
2025 Q3	$432K	Buy	4,525 +1,703	+60%	+$159K	﹤0.01%	1844
2025 Q2	$260K	Buy	2,822 +462	+20%	+$42.3K	﹤0.01%	1932
2025 Q1	$222K	Hold	2,360	–	–	﹤0.01%	1903
2024 Q4	$221K	Sell	2,360 -50	-2%	-$4.93K	﹤0.01%	1918
2024 Q3	$243K	Hold	2,410	–	–	﹤0.01%	1702
2024 Q2	$211K	Hold	2,410	–	–	﹤0.01%	1773
2024 Q1	$213K	Buy	+2,410	New	+$210K	﹤0.01%	1749

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

Mercer Global Advisors's BBRE Position: Q2 2026 in Review

Mercer Global Advisors held its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) position steady in Q2 2026 at 2,431 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

Mercer Global Advisors first reported a position in BBRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $617K in Q4 2025. 55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

Mercer Global Advisors held 2,431 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $261K as of Q2 2026.
Mercer Global Advisors left its JPMorgan BetaBuilders MSCI US REIT ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2960 holding.
Mercer Global Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2024 and has held it in 10 quarters since.
Mercer Global Advisors's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $617K in Q4 2025.
55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.