Private Advisor Group’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Private Advisor Group’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	$905K	Buy	8,440 +1,971	+30%	+$205K	﹤0.01%	1431
2026 Q1	$619K	Sell	6,469 -1,037	-14%	-$101K	﹤0.01%	1721
2025 Q4	$695K	Sell	7,506 -1,044	-12%	-$98.3K	﹤0.01%	1628
2025 Q3	$816K	Buy	8,550 +52	+0.6%	+$4.86K	﹤0.01%	1480
2025 Q2	$783K	Sell	8,498 -199	-2%	-$18.2K	﹤0.01%	1422
2025 Q1	$818K	Buy	8,697 +2,251	+35%	+$213K	﹤0.01%	1347
2024 Q4	$604K	Buy	6,446 +1,450	+29%	+$143K	﹤0.01%	1465
2024 Q3	$504K	Sell	4,996 -42	-0.8%	-$4.01K	﹤0.01%	1606
2024 Q2	$442K	Buy	5,038 +17	+0.3%	+$1.45K	﹤0.01%	1630
2024 Q1	$444K	Buy	5,021 +191	+4%	+$16.6K	﹤0.01%	1595
2023 Q4	$432K	Buy	4,830 +1,609	+50%	+$130K	﹤0.01%	1565
2023 Q3	$251K	Buy	3,221 +66	+2%	+$5.54K	﹤0.01%	1750
2023 Q2	$266K	Buy	+3,155	New	+$260K	﹤0.01%	1697

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

Private Advisor Group's BBRE Position: Q2 2026 in Review

Private Advisor Group increased its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 30% in Q2 2026, buying an estimated $205K and bringing the position to 8,440 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Private Advisor Group first reported a position in BBRE in Q2 2023 and has held it in 13 quarters since. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

Private Advisor Group held 8,440 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $905K as of Q2 2026.
Private Advisor Group bought 1,971 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $205K.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1431 holding.
Private Advisor Group first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2023 and has held it in 13 quarters since.
54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.