SBI Securities’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

SBI Securities’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	$2.25K	Buy	21 +1	+5%	+$104	﹤0.01%	2513
2026 Q1	$1.91K	Hold	20	–	–	﹤0.01%	2432
2025 Q4	$1.85K	Sell	20 -3	-13%	-$282	﹤0.01%	2417
2025 Q3	$2.2K	Sell	23 -20	-47%	-$1.87K	﹤0.01%	2390
2025 Q2	$3.96K	Buy	43 +20	+87%	+$1.83K	﹤0.01%	2100
2025 Q1	$2.16K	Hold	23	–	–	﹤0.01%	2257
2024 Q4	$2.15K	Buy	+23	New	+$2.27K	﹤0.01%	2282

Other funds holding BBRE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $863M AUM 30.35% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SBI Securities's BBRE Position: Q2 2026 in Review

SBI Securities increased its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 5% in Q2 2026, buying an estimated $104 and bringing the position to 21 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

SBI Securities first reported a position in BBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.96K in Q2 2025. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

SBI Securities held 21 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $2.25K as of Q2 2026.
SBI Securities bought 1 JPMorgan BetaBuilders MSCI US REIT ETF share in Q2 2026, an estimated $104.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2513 holding.
SBI Securities first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2024 and has held it in 7 quarters since.
SBI Securities's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $3.96K in Q2 2025.
54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.