Morgan Stanley
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Morgan Stanley’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Morgan Stanley’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 		$15.7M Buy
145,917
+16,554
+13% +$1.72M ﹤0.01% 3317
2026
Q1 		$12.4M Buy
129,363
+4,072
+3% +$396K ﹤0.01% 3387
2025
Q4 		$11.6M Sell
125,291
-3,788
-3% -$357K ﹤0.01% 3481
2025
Q3 		$12.3M Sell
129,079
-43,939
-25% -$4.11M ﹤0.01% 3361
2025
Q2 		$15.9M Sell
173,018
-27,374
-14% -$2.51M ﹤0.01% 3026
2025
Q1 		$18.8M Sell
200,392
-76,687
-28% -$7.26M ﹤0.01% 2755
2024
Q4 		$25.9M Buy
277,079
+54,568
+25% +$5.38M ﹤0.01% 2506
2024
Q3 		$22.5M Buy
222,511
+13,472
+6% +$1.29M ﹤0.01% 2685
2024
Q2 		$18.3M Sell
209,039
-23,664
-10% -$2.02M ﹤0.01% 2760
2024
Q1 		$20.6M Buy
232,703
+24,280
+12% +$2.12M ﹤0.01% 2657
2023
Q4 		$18.6M Sell
208,423
-3,506
-2% -$282K ﹤0.01% 2756
2023
Q3 		$16.5M Sell
211,929
-40,328
-16% -$3.39M ﹤0.01% 2656
2023
Q2 		$21.3M Sell
252,257
-182,648
-42% -$15.1M ﹤0.01% 2411
2023
Q1 		$36M Buy
434,905
+35,669
+9% +$3.05M ﹤0.01% 1850
2022
Q4 		$32.6M Sell
399,236
-273,198
-41% -$22.3M ﹤0.01% 1883
2022
Q3 		$52.7M Sell
672,434
-121,417
-15% -$11M 0.01% 1277
2022
Q2 		$69.7M Buy
793,851
+17,247
+2% +$1.67M 0.01% 1152
2022
Q1 		$82.6M Buy
776,604
+641,935
+477% +$66.1M 0.01% 991
2021
Q4 		$15M Sell
134,669
-8,257
-6% -$863K ﹤0.01% 2485
2021
Q3 		$13.7M Sell
142,926
-3,765
-3% -$377K ﹤0.01% 2534
2021
Q2 		$14.1M Buy
146,691
+13,103
+10% +$1.22M ﹤0.01% 2580
2021
Q1 		$11.5M Buy
133,588
+53,754
+67% +$4.42M ﹤0.01% 2505
2020
Q4 		$6.32M Buy
79,834
+19,538
+32% +$1.5M ﹤0.01% 3014
2020
Q3 		$4.34M Sell
60,296
-3,512
-6% -$257K ﹤0.01% 2851
2020
Q2 		$4.55M Buy
63,808
+63,669
+45,805% +$4.39M ﹤0.01% 2768
2020
Q1 		$9K Buy
139
+23
+20% +$1.91K ﹤0.01% 6038
2019
Q4 		$10K Hold
116
– – ﹤0.01% 6253
2019
Q3 		$10K Hold
116
– – ﹤0.01% 6192
2019
Q2 		$10K Hold
116
– – ﹤0.01% 6121
2019
Q1 		$10K Buy
+116
New +$9.25K ﹤0.01% 6173

Other funds holding BBRE

JP Morgan Chase
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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bleakley Financial Group
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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Morgan Stanley's BBRE Position: Q2 2026 in Review

Morgan Stanley increased its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 13% in Q2 2026, buying an estimated $1.72M and bringing the position to 145,917 shares worth $15.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3317.

Morgan Stanley first reported a position in BBRE in Q1 2019 and has held it in 30 quarters since. The position peaked at $82.6M in Q1 2022. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • Morgan Stanley held 145,917 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $15.7M as of Q2 2026.
  • Morgan Stanley bought 16,554 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $1.72M.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3317 holding.
  • Morgan Stanley first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2019 and has held it in 30 quarters since.
  • Morgan Stanley's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $82.6M in Q1 2022.
  • 54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.