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

Rockefeller 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
2026 Q1	$66.3K	Buy	692 +619	+848%	+$60.3K	﹤0.01%	3113
2025 Q4	$6.76K	Hold	73	–	–	﹤0.01%	3964
2025 Q3	$6.97K	Buy	+73	New	+$6.82K	﹤0.01%	3775
2023 Q1	–	Sell	-73	Closed	-$5K	–	2146
2022 Q4	$5K	Hold	73	–	–	﹤0.01%	3309
2022 Q3	$5K	Sell	73 -387	-84%	-$35K	﹤0.01%	3317
2022 Q2	$40K	Buy	+460	New	+$44.4K	﹤0.01%	2390
2021 Q4	–	Sell	-35	Closed	-$3K	–	3764
2021 Q3	$3K	Sell	35 -137	-80%	-$13.7K	﹤0.01%	3312
2021 Q2	$16K	Hold	172	–	–	﹤0.01%	2569
2021 Q1	$14K	Buy	172 +35	+26%	+$2.88K	﹤0.01%	2437
2020 Q4	$10K	Hold	137	–	–	﹤0.01%	2227
2020 Q3	$9K	Buy	+137	New	+$10K	﹤0.01%	2033

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

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 Chicago, Illinois $94.2B AUM 21.24% 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

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management's BBRE Position: Q1 2026 in Review

Rockefeller Capital Management increased its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 848% in Q1 2026, buying an estimated $60.3K and bringing the position to 692 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3113.

Rockefeller Capital Management first reported a position in BBRE in Q3 2020 and has held it in 11 quarters since. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

Rockefeller Capital Management held 692 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $66.3K as of Q1 2026.
Rockefeller Capital Management bought 619 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2026, an estimated $60.3K.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3113 holding.
Rockefeller Capital Management first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q3 2020 and has held it in 11 quarters since.
57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.