Root Financial Partners
BBRE icon

Root Financial Partners’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Root Financial Partners’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
Q3 		$12.9K Buy
+129
New +$13.8K ﹤0.01% 1786
2026
Q2 		– Sell
-129
Closed -$12.4K – 694
2026
Q1 		$12.4K Sell
129
-59
-31% -$5.74K ﹤0.01% 1575
2025
Q4 		$17.4K Buy
188
+2
+1% +$188 ﹤0.01% 1244
2025
Q3 		$17.7K Buy
+186
New +$17.4K ﹤0.01% 1178

Other funds holding BBRE

University of Texas/Texas AM Investment Management Co (UTIMCO)
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $798M AUM 22.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Welch Financial Planning
Welch Financial Planning Boulder, Colorado $178M AUM 17.62% 1-Year Est. Return
IFC & Insurance Marketing
IFC & Insurance Marketing Auburn, California $117M AUM 14.05% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Endowment Wealth Management
Endowment Wealth Management Appleton, Wisconsin $292M AUM 11.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Root Financial Partners's BBRE Position: Q3 2026 in Review

Root Financial Partners opened a new position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q3 2026: 129 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #1786 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BBRE as recently as Q1 2026.

Root Financial Partners first reported a position in BBRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.7K in Q3 2025. 18 funds tracked by Wall St. Rank hold BBRE as of Q3 2026.

  • Root Financial Partners held 129 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $12.9K as of Q3 2026.
  • JPMorgan BetaBuilders MSCI US REIT ETF was a new Root Financial Partners position in Q3 2026.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1786 holding.
  • Root Financial Partners first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $17.7K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.