Sigma Planning Corp’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Sigma Planning Corp’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 Q1	–	Sell	-3,562	Closed	-$330K	–	1324
2025 Q4	$330K	Buy	3,562 +266	+8%	+$25K	0.01%	978
2025 Q3	$315K	Buy	3,296 +246	+8%	+$23K	0.01%	1018
2025 Q2	$281K	Buy	3,050 +139	+5%	+$12.7K	0.01%	1019
2025 Q1	$274K	Buy	2,911 +526	+22%	+$49.8K	0.01%	982
2024 Q4	$223K	Buy	2,385 +307	+15%	+$30.3K	0.01%	1045
2024 Q3	$210K	Buy	+2,078	New	+$198K	0.01%	1117

Other funds holding BBRE

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return