SSB
BBRE icon

Sandy Spring Bank’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Sandy Spring Bank’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
2024
Q1 		– Sell
-50
Closed -$4.47K – 1248
2023
Q4 		$4.47K Hold
50
– – ﹤0.01% 925
2023
Q3 		$3.89K Buy
+50
New +$4.2K ﹤0.01% 958

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
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
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sandy Spring Bank's BBRE Position: Q1 2024 in Review

Sandy Spring Bank sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2024, closing a stake of 50 shares — an estimated $4.47K sold.

Sandy Spring Bank first reported a position in BBRE in Q3 2023 and held it in 2 quarters. The position peaked at $4.47K in Q4 2023. 41 funds tracked by Wall St. Rank hold BBRE as of Q1 2024.

  • Sandy Spring Bank reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 50 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2024, an estimated $4.47K.
  • Sandy Spring Bank first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q3 2023 and held it in 2 quarters.
  • Sandy Spring Bank's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $4.47K in Q4 2023.
  • 41 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2024.

Based on Sandy Spring Bank's 13F filing for Q1 2024, filed 8 May 2024.