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

NewEdge 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	$16.1K	Hold	150	–	–	﹤0.01%	3420
2026 Q1	$14.4K	Hold	150	–	–	﹤0.01%	3299
2025 Q4	$13.9K	Hold	150	–	–	﹤0.01%	3369
2025 Q3	$14.3K	Hold	150	–	–	﹤0.01%	3238
2025 Q2	$13.8K	Hold	150	–	–	﹤0.01%	3084
2025 Q1	$14.1K	Hold	150	–	–	﹤0.01%	2977
2024 Q4	$14K	Hold	150	–	–	﹤0.01%	2913
2024 Q3	$15.1K	Hold	150	–	–	﹤0.01%	2802
2024 Q2	$13.2K	Hold	150	–	–	﹤0.01%	2757
2024 Q1	$13.3K	Buy	+150	New	+$13.1K	﹤0.01%	2775

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 $104B AUM 28.3% 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

NewEdge Advisors's BBRE Position: Q2 2026 in Review

NewEdge Advisors held its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) position steady in Q2 2026 at 150 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3420.

NewEdge Advisors first reported a position in BBRE in Q1 2024 and has held it in 10 quarters since. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

NewEdge Advisors held 150 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $16.1K as of Q2 2026.
NewEdge 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 NewEdge Advisors's portfolio in Q2 2026, its #3420 holding.
NewEdge Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2024 and has held it in 10 quarters since.
54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.