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

Mutual 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 Q1	$308K	Buy	3,215 +9	+0.3%	+$876	0.01%	1116
2025 Q4	$297K	Buy	3,206 +38	+1%	+$3.58K	0.01%	1096
2025 Q3	$306K	Sell	3,168 -4,200	-57%	-$393K	0.01%	1042
2025 Q2	$691K	Buy	+7,368	New	+$674K	0.02%	646
2023 Q1	–	Sell	-2,746	Closed	-$224K	–	974
2022 Q4	$224K	Buy	+2,746	New	+$225K	0.01%	836

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

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 Chicago, Illinois $94.2B AUM 21.24% 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

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

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

Mutual Advisors's BBRE Position: Q1 2026 in Review

Mutual Advisors increased its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 0.28% in Q1 2026, buying an estimated $876 and bringing the position to 3,215 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #1116.

Mutual Advisors first reported a position in BBRE in Q4 2022 and has held it in 5 quarters since. The position peaked at $691K in Q2 2025. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

Mutual Advisors held 3,215 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $308K as of Q1 2026.
Mutual Advisors bought 9 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2026, an estimated $876.
JPMorgan BetaBuilders MSCI US REIT ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1116 holding.
Mutual Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2022 and has held it in 5 quarters since.
Mutual Advisors's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $691K in Q2 2025.
57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.