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Rockland Trust’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Rockland Trust’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
-2,198
Closed -$206K – 276
2024
Q4 		$206K Hold
2,198
– – 0.01% 272
2024
Q3 		$222K Buy
+2,198
New +$210K 0.01% 268
2024
Q1 		– Sell
-2,438
Closed -$218K – 295
2023
Q4 		$218K Sell
2,438
-1,489
-38% -$120K 0.01% 279
2023
Q3 		$305K Sell
3,927
-3,550
-47% -$298K 0.02% 234
2023
Q2 		$631K Sell
7,477
-959
-11% -$79.1K 0.04% 180
2023
Q1 		$699K Sell
8,436
-44
-0.5% -$3.76K 0.04% 169
2022
Q4 		$692K Buy
8,480
+2,568
+43% +$210K 0.04% 174
2022
Q3 		$463K Sell
5,912
-305
-5% -$27.6K 0.03% 183
2022
Q2 		$546K Sell
6,217
-1,199
-16% -$116K 0.04% 178
2022
Q1 		$789K Sell
7,416
-344
-4% -$35.4K 0.05% 160
2021
Q4 		$862K Sell
7,760
-338
-4% -$35.3K 0.05% 159
2021
Q3 		$779K Buy
8,098
+49
+0.6% +$4.9K 0.05% 160
2021
Q2 		$771K Sell
8,049
-615
-7% -$57.3K 0.05% 163
2021
Q1 		$744K Buy
8,664
+1,134
+15% +$93.3K 0.05% 163
2020
Q4 		$596K Sell
7,530
-4,654
-38% -$356K 0.05% 175
2020
Q3 		$877K Sell
12,184
-3,656
-23% -$268K 0.08% 140
2020
Q2 		$1.13M Buy
15,840
+11,989
+311% +$827K 0.1% 114
2020
Q1 		$249K Buy
3,851
+971
+34% +$80.7K 0.03% 218
2019
Q4 		$256K Buy
+2,880
New +$258K 0.02% 238

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

Rockland Trust's BBRE Position: Q1 2025 in Review

Rockland Trust sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2025, closing a stake of 2,198 shares — an estimated $206K sold.

Rockland Trust first reported a position in BBRE in Q4 2019 and held it in 19 quarters. The position peaked at $1.13M in Q2 2020. 53 funds tracked by Wall St. Rank hold BBRE as of Q1 2025.

  • Rockland Trust reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Rockland Trust sold 2,198 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2025, an estimated $206K.
  • Rockland Trust first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2019 and held it in 19 quarters.
  • Rockland Trust's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $1.13M in Q2 2020.
  • 53 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2025.

Based on Rockland Trust's 13F filing for Q1 2025, filed 16 Apr 2025.