Plante Moran Financial Advisors’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Plante Moran Financial 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	$16.9K	Buy	+158	New	+$16.4K	﹤0.01%	493

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 $103B AUM 28.65% 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

Plante Moran Financial Advisors's BBRE Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2026: 158 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings.

55 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

Plante Moran Financial Advisors held 158 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $16.9K as of Q2 2026.
JPMorgan BetaBuilders MSCI US REIT ETF was a new Plante Moran Financial Advisors position in Q2 2026.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #493 holding.
55 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.