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Sanctuary Advisors’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Sanctuary Advisors’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
Q3 		– Sell
-2,370
Closed -$218K – 2423
2025
Q2 		$218K Buy
2,370
+180
+8% +$16.5K ﹤0.01% 2114
2025
Q1 		$206K Buy
2,190
+47
+2% +$4.45K ﹤0.01% 2024
2024
Q4 		$203K Sell
2,143
-71
-3% -$7K ﹤0.01% 2243
2024
Q3 		$222K Sell
2,214
-687
-24% -$65.6K ﹤0.01% 2173
2024
Q2 		$240K Buy
+2,901
New +$247K ﹤0.01% 2071

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Sanctuary Advisors's BBRE Position: Q3 2025 in Review

Sanctuary Advisors sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q3 2025, closing a stake of 2,370 shares — an estimated $218K sold.

Sanctuary Advisors first reported a position in BBRE in Q2 2024 and held it in 5 quarters. The position peaked at $240K in Q2 2024. 57 funds tracked by Wall St. Rank hold BBRE as of Q3 2025.

  • Sanctuary Advisors reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 2,370 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q3 2025, an estimated $218K.
  • Sanctuary Advisors first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2024 and held it in 5 quarters.
  • Sanctuary Advisors's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $240K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q3 2025.

Based on Sanctuary Advisors's 13F filing for Q3 2025, filed 6 Jan 2026.