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	–	1323
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 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

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

AWA

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

BFG

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sigma Planning Corp's BBRE Position: Q1 2026 in Review

Sigma Planning Corp sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2026, closing a stake of 3,562 shares — an estimated $330K sold.

Sigma Planning Corp first reported a position in BBRE in Q3 2024 and held it in 6 quarters. The position peaked at $330K in Q4 2025. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

Sigma Planning Corp reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q1 2026 after selling out during the quarter.
Sigma Planning Corp sold 3,562 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2026, an estimated $330K.
Sigma Planning Corp first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q3 2024 and held it in 6 quarters.
Sigma Planning Corp's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $330K in Q4 2025.
57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.