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University of Texas/Texas AM Investment Management Co (UTIMCO)’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

University of Texas/Texas AM Investment Management Co (UTIMCO)’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
Q2 		$257M Sell
2,396,228
-210,577
-8% -$21.9M 29.78% 1
2026
Q1 		$249M Sell
2,606,805
-116,484
-4% -$11.3M 36.28% 1
2025
Q4 		$252M Buy
2,723,289
+43,729
+2% +$4.12M 35.64% 1
2025
Q3 		$256M Buy
2,679,560
+95,274
+4% +$8.91M 37.02% 1
2025
Q2 		$238M Buy
2,584,286
+105,550
+4% +$9.66M 37.43% 1
2025
Q1 		$233M Buy
2,478,736
+99,462
+4% +$9.42M 39.95% 1
2024
Q4 		$223M Buy
2,379,274
+111,599
+5% +$11M 26.32% 2
2024
Q3 		$229M Sell
2,267,675
-181,959
-7% -$17.4M 37.18% 1
2024
Q2 		$215M Sell
2,449,634
-62,799
-2% -$5.35M 41.89% 1
2024
Q1 		$222M Buy
2,512,433
+58,416
+2% +$5.09M 46.11% 1
2023
Q4 		$219M Sell
2,454,017
-195,371
-7% -$15.7M 60.03% 1
2023
Q3 		$206M Buy
2,649,388
+88,440
+3% +$7.43M 79.8% 1
2023
Q2 		$216M Sell
2,560,948
-93,746
-4% -$7.73M 83.6% 1
2023
Q1 		$220M Buy
2,654,694
+118,905
+5% +$10.2M 84.53% 1
2022
Q4 		$207M Sell
2,535,789
-172,832
-6% -$14.1M 77.88% 1
2022
Q3 		$212M Buy
2,708,621
+532,990
+24% +$48.1M 79.54% 1
2022
Q2 		$191M Buy
2,175,631
+752,793
+53% +$72.7M 82.65% 1
2022
Q1 		$151M Buy
1,422,838
+558,838
+65% +$57.6M 77.95% 1
2021
Q4 		$96M Buy
864,000
+517,000
+149% +$54M 43.58% 1
2021
Q3 		$33.4M Buy
+347,000
New +$34.7M 19.07% 2

Other funds holding BBRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

University of Texas/Texas AM Investment Management Co (UTIMCO)'s BBRE Position: Q2 2026 in Review

University of Texas/Texas AM Investment Management Co (UTIMCO) reduced its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 8.1% in Q2 2026, selling an estimated $21.9M and leaving 2,396,228 shares worth $257M. The position accounts for 29.78% of the portfolio, ranked #1.

University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in BBRE in Q3 2021 and has held it in 20 quarters since. 34 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • University of Texas/Texas AM Investment Management Co (UTIMCO) held 2,396,228 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $257M as of Q2 2026.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) sold 210,577 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $21.9M.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up 29.78% of University of Texas/Texas AM Investment Management Co (UTIMCO)'s portfolio in Q2 2026, its #1 holding.
  • University of Texas/Texas AM Investment Management Co (UTIMCO) first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q3 2021 and has held it in 20 quarters since.
  • 34 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on University of Texas/Texas AM Investment Management Co (UTIMCO)'s 13F filing for Q2 2026, filed 3 Aug 2026.