Signet Financial Management’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Signet Financial Management’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 Q4	–	Sell	-2,961	Closed	-$283K	–	288
2025 Q3	$283K	Sell	2,961 -456	-13%	-$42.6K	0.03%	253
2025 Q2	$315K	Sell	3,417 -1,349	-28%	-$123K	0.04%	237
2025 Q1	$448K	Sell	4,766 -174	-4%	-$16.5K	0.06%	212
2024 Q4	$463K	Sell	4,940 -9	-0.2%	-$887	0.06%	193
2024 Q3	$499K	Buy	4,949 +1,758	+55%	+$168K	0.06%	195
2024 Q2	$280K	Buy	+3,191	New	+$272K	0.04%	231
2022 Q1	–	Sell	-1,971	Closed	-$219K	–	353
2021 Q4	$219K	Buy	+1,971	New	+$206K	0.03%	241

Other funds holding BBRE

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

APCM

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Signet Financial Management's BBRE Position: Q4 2025 in Review

Signet Financial Management sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q4 2025, closing a stake of 2,961 shares — an estimated $283K sold.

Signet Financial Management first reported a position in BBRE in Q4 2021 and held it in 7 quarters. The position peaked at $499K in Q3 2024. 56 funds tracked by Wall St. Rank hold BBRE as of Q4 2025.

Signet Financial Management reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q4 2025 after selling out during the quarter.
Signet Financial Management sold 2,961 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q4 2025, an estimated $283K.
Signet Financial Management first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2021 and held it in 7 quarters.
Signet Financial Management's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $499K in Q3 2024.
56 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q4 2025.

Based on Signet Financial Management's 13F filing for Q4 2025, filed 8 Jan 2026.