UBS AM
BBRE icon

UBS AM’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

UBS AM’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
2022
Q1 		– Sell
-77,071
Closed -$8.56M – 2781
2021
Q4 		$8.56M Sell
77,071
-13,990
-15% -$1.46M ﹤0.01% 1185
2021
Q3 		$8.76M Sell
91,061
-45,136
-33% -$4.51M ﹤0.01% 1138
2021
Q2 		$13.1M Buy
+136,197
New +$12.7M 0.01% 1024

Other funds holding BBRE

JP Morgan Chase
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBS AM's BBRE Position: Q1 2022 in Review

UBS AM sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q1 2022, closing a stake of 77,071 shares — an estimated $8.56M sold.

UBS AM first reported a position in BBRE in Q2 2021 and held it in 3 quarters. The position peaked at $13.1M in Q2 2021. 40 funds tracked by Wall St. Rank hold BBRE as of Q1 2022.

  • UBS AM reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • UBS AM sold 77,071 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2022, an estimated $8.56M.
  • UBS AM first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2021 and held it in 3 quarters.
  • UBS AM's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $13.1M in Q2 2021.
  • 40 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2022.

Based on UBS AM's 13F filing for Q1 2022, filed 16 May 2022.