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Paladin Wealth’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Paladin Wealth’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
2025
Q1 		– Sell
-7,841
Closed -$734K – 98
2024
Q4 		$734K Buy
+7,841
New +$773K 0.63% 55

Other funds holding BBRE

JP Morgan Chase
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Paladin Wealth's BBRE Position: Q1 2025 in Review

Paladin Wealth sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2025, closing a stake of 7,841 shares — an estimated $734K sold.

Paladin Wealth first reported a position in BBRE in Q4 2024 and held it in 1 quarter. The position peaked at $734K in Q4 2024. 53 funds tracked by Wall St. Rank hold BBRE as of Q1 2025.

  • Paladin Wealth reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Paladin Wealth sold 7,841 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2025, an estimated $734K.
  • Paladin Wealth first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2024 and held it in 1 quarter.
  • Paladin Wealth's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $734K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2025.

Based on Paladin Wealth's 13F filing for Q1 2025, filed 9 Apr 2025.