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

UBS Group’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	$115K	Sell	1,200 -1,300	-52%	-$127K	﹤0.01%	6940
2025 Q4	$231K	Sell	2,500 -26,472	-91%	-$2.49M	﹤0.01%	6498
2025 Q3	$2.77M	Sell	28,972 -4,231	-13%	-$396K	﹤0.01%	4658
2025 Q2	$3.06M	Buy	+33,203	New	+$3.04M	﹤0.01%	4376
2023 Q4	–	Sell	-327	Closed	-$25.4K	–	9306
2023 Q3	$25.4K	Sell	327 -2,845	-90%	-$239K	﹤0.01%	6678
2023 Q2	$268K	Buy	+3,172	New	+$262K	﹤0.01%	5278
2023 Q1	–	Sell	-535	Closed	-$43.7K	–	9600
2022 Q4	$43.7K	Buy	535 +442	+475%	+$36.1K	﹤0.01%	6896
2022 Q3	$7K	Sell	93 -52	-36%	-$4.7K	﹤0.01%	8847
2022 Q2	$13K	Buy	+145	New	+$14K	﹤0.01%	7490
2022 Q1	–	Sell	-29	Closed	-$3K	–	10246
2021 Q4	$3K	Hold	29	–	–	﹤0.01%	9646
2021 Q3	$3K	Buy	+29	New	+$2.9K	﹤0.01%	8790
2020 Q3	–	Sell	-84	Closed	-$6K	–	7975
2020 Q2	$6K	Buy	+84	New	+$5.79K	﹤0.01%	7281

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 $9.2B AUM 23.26% 1-Year Est. Return

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

UBS Group's BBRE Position: Q1 2026 in Review

UBS Group reduced its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 52% in Q1 2026, selling an estimated $127K and leaving 1,200 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #6940.

UBS Group first reported a position in BBRE in Q2 2020 and has held it in 12 quarters since. The position peaked at $3.06M in Q2 2025. 57 funds tracked by Wall St. Rank hold BBRE as of Q1 2026.

UBS Group held 1,200 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $115K as of Q1 2026.
UBS Group sold 1,300 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q1 2026, an estimated $127K.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6940 holding.
UBS Group first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2020 and has held it in 12 quarters since.
UBS Group's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $3.06M in Q2 2025.
57 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.