Penserra Capital Management’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Penserra Capital 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
2023 Q2	–	Sell	-2,107	Closed	-$174K	–	1263
2023 Q1	$174K	Buy	+2,107	New	+$180K	﹤0.01%	721

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

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Penserra Capital Management's BBRE Position: Q2 2023 in Review

Penserra Capital Management sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2023, closing a stake of 2,107 shares — an estimated $174K sold.

Penserra Capital Management first reported a position in BBRE in Q1 2023 and held it in 1 quarter. The position peaked at $174K in Q1 2023. 30 funds tracked by Wall St. Rank hold BBRE as of Q2 2023.

Penserra Capital Management reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2023 after selling out during the quarter.
Penserra Capital Management sold 2,107 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2023, an estimated $174K.
Penserra Capital Management first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2023 and held it in 1 quarter.
Penserra Capital Management's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $174K in Q1 2023.
30 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2023.

Based on Penserra Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.