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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
Q2 		– Sell
-129
Closed -$12.4K – 694
2026
Q1 		$12.4K Sell
129
-59
-31% -$5.75K ﹤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

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IIM
IFC & Insurance Marketing Auburn, California $114M AUM
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Root Financial Partners's BBRE Position: Q2 2026 in Review

Root Financial Partners sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2026, closing a stake of 129 shares — an estimated $12.4K sold.

Root Financial Partners first reported a position in BBRE in Q3 2025 and held it in 3 quarters. The position peaked at $17.7K in Q3 2025. 10 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • Root Financial Partners reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 129 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $12.4K.
  • Root Financial Partners first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $17.7K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.