Steward Partners Investment Advisory’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Steward Partners Investment Advisory’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	$11.4K	Hold	119	–	–	﹤0.01%	3494
2025 Q4	$11K	Hold	119	–	–	﹤0.01%	3410
2025 Q3	$11.4K	Hold	119	–	–	﹤0.01%	3347
2025 Q2	$11K	Hold	119	–	–	﹤0.01%	3171
2025 Q1	$11.2K	Hold	119	–	–	﹤0.01%	3042
2024 Q4	$11.1K	Hold	119	–	–	﹤0.01%	3054
2024 Q3	$12K	Hold	119	–	–	﹤0.01%	2876
2024 Q2	$10.4K	Hold	119	–	–	﹤0.01%	2806
2024 Q1	$10.5K	Hold	119	–	–	﹤0.01%	2793
2023 Q4	$10.6K	Hold	119	–	–	﹤0.01%	2680
2023 Q3	$9.26K	Hold	119	–	–	﹤0.01%	2629
2023 Q2	$10K	Hold	119	–	–	﹤0.01%	2569
2023 Q1	$9.86K	Hold	119	–	–	﹤0.01%	2547
2022 Q4	$9.71K	Hold	119	–	–	﹤0.01%	2549
2022 Q3	$9K	Hold	119	–	–	﹤0.01%	2562
2022 Q2	$10K	Hold	119	–	–	﹤0.01%	2510
2022 Q1	$13K	Hold	119	–	–	﹤0.01%	2544
2021 Q4	$13K	Hold	119	–	–	﹤0.01%	2489
2021 Q3	$11K	Hold	119	–	–	﹤0.01%	2563
2021 Q2	$11K	Hold	119	–	–	﹤0.01%	5849
2021 Q1	$10.2K	Buy	+119	New	+$9.79K	﹤0.01%	2773

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

APCM

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

GEM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

BFG

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

CIA

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

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

Steward Partners Investment Advisory's BBRE Position: Q1 2026 in Review

Steward Partners Investment Advisory held its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) position steady in Q1 2026 at 119 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3494.

Steward Partners Investment Advisory first reported a position in BBRE in Q1 2021 and has held it in 21 quarters since. The position peaked at $13K in Q1 2022. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

Steward Partners Investment Advisory held 119 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $11.4K as of Q1 2026.
Steward Partners Investment Advisory left its JPMorgan BetaBuilders MSCI US REIT ETF share count unchanged in Q1 2026.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3494 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q1 2021 and has held it in 21 quarters since.
Steward Partners Investment Advisory's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $13K in Q1 2022.
57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.