Wells Fargo
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Wells Fargo’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

Wells Fargo’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 		– Sell
-44
Closed -$4.21K – 7300
2026
Q1 		$4.21K Buy
+44
New +$4.28K ﹤0.01% 6157
2025
Q2 		– Sell
-19
Closed -$1.79K – 7144
2025
Q1 		$1.79K Hold
19
– – ﹤0.01% 6174
2024
Q4 		$1.78K Sell
19
-220
-92% -$21.7K ﹤0.01% 6202
2024
Q3 		$24.1K Hold
239
– – ﹤0.01% 5588
2024
Q2 		$21K Buy
239
+132
+123% +$11.2K ﹤0.01% 5574
2024
Q1 		$9.47K Buy
+107
New +$9.33K ﹤0.01% 5774
2023
Q3 		– Sell
-939
Closed -$79.3K – 7568
2023
Q2 		$79.3K Hold
939
– – ﹤0.01% 5174
2023
Q1 		$77.8K Sell
939
-752
-44% -$64.2K ﹤0.01% 4940
2022
Q4 		$138K Buy
1,691
+29
+2% +$2.37K ﹤0.01% 4370
2022
Q3 		$131K Buy
1,662
+723
+77% +$65.3K ﹤0.01% 4467
2022
Q2 		$82K Sell
939
-13
-1% -$1.26K ﹤0.01% 4757
2022
Q1 		$101K Buy
952
+46
+5% +$4.74K ﹤0.01% 5323
2021
Q4 		$101K Hold
906
– – ﹤0.01% 5630
2021
Q3 		$87K Sell
906
-177
-16% -$17.7K ﹤0.01% 5440
2021
Q2 		$104K Buy
1,083
+177
+20% +$16.5K ﹤0.01% 5288
2021
Q1 		$78K Buy
906
+273
+43% +$22.5K ﹤0.01% 5593
2020
Q4 		$50K Hold
633
– – ﹤0.01% 5584
2020
Q3 		$46K Buy
+633
New +$46.3K ﹤0.01% 5536

Other funds holding BBRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $863M AUM 30.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wells Fargo's BBRE Position: Q2 2026 in Review

Wells Fargo sold out of JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) in Q2 2026, closing a stake of 44 shares — an estimated $4.21K sold.

Wells Fargo first reported a position in BBRE in Q3 2020 and held it in 18 quarters. The position peaked at $138K in Q4 2022. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • Wells Fargo reported no remaining JPMorgan BetaBuilders MSCI US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Wells Fargo sold 44 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $4.21K.
  • Wells Fargo first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q3 2020 and held it in 18 quarters.
  • Wells Fargo's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $138K in Q4 2022.
  • 54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.