Northwestern Mutual Wealth Management
BBRE icon

Northwestern Mutual Wealth Management’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Northwestern Mutual Wealth Management’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 		$14.5M Buy
135,484
+9,604
+8% +$999K 0.01% 539
2026
Q1 		$12M Buy
125,880
+8,150
+7% +$794K 0.01% 553
2025
Q4 		$10.9M Buy
117,730
+6,044
+5% +$569K 0.01% 554
2025
Q3 		$10.7M Buy
111,686
+5,869
+6% +$549K 0.01% 525
2025
Q2 		$9.75M Buy
105,817
+8,679
+9% +$794K 0.01% 513
2025
Q1 		$9.13M Buy
97,138
+7,813
+9% +$740K 0.01% 505
2024
Q4 		$8.36M Buy
89,325
+6,971
+8% +$687K 0.01% 500
2024
Q3 		$8.31M Buy
82,354
+16,230
+25% +$1.55M 0.01% 495
2024
Q2 		$5.8M Buy
66,124
+2,453
+4% +$209K 0.01% 556
2024
Q1 		$5.63M Buy
63,671
+46,896
+280% +$4.09M 0.01% 535
2023
Q4 		$1.5M Buy
16,775
+13,660
+439% +$1.1M ﹤0.01% 859
2023
Q3 		$242K Sell
3,115
-29
-0.9% -$2.44K ﹤0.01% 1395
2023
Q2 		$265K Buy
3,144
+447
+17% +$36.9K ﹤0.01% 1368
2023
Q1 		$224K Sell
2,697
-118
-4% -$10.1K ﹤0.01% 1400
2022
Q4 		$230K Buy
2,815
+1,240
+79% +$101K ﹤0.01% 1375
2022
Q3 		$124K Buy
1,575
+155
+11% +$14K ﹤0.01% 1571
2022
Q2 		$125K Buy
1,420
+107
+8% +$10.3K ﹤0.01% 1559
2022
Q1 		$140K Buy
1,313
+211
+19% +$21.7K ﹤0.01% 1569
2021
Q4 		$122K Buy
1,102
+92
+9% +$9.61K ﹤0.01% 1631
2021
Q3 		$97K Buy
1,010
+154
+18% +$15.4K ﹤0.01% 1646
2021
Q2 		$82K Buy
856
+118
+16% +$11K ﹤0.01% 1675
2021
Q1 		$63K Buy
+738
New +$60.7K ﹤0.01% 1648

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

Northwestern Mutual Wealth Management's BBRE Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 7.6% in Q2 2026, buying an estimated $999K and bringing the position to 135,484 shares worth $14.5M. The position accounts for 0.01% of the portfolio, ranked #539.

Northwestern Mutual Wealth Management first reported a position in BBRE in Q1 2021 and has held it in 22 quarters since. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • Northwestern Mutual Wealth Management held 135,484 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $14.5M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 9,604 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $999K.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #539 holding.
  • Northwestern Mutual Wealth Management first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2021 and has held it in 22 quarters since.
  • 54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.