William Blair & Company’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

William Blair & Company’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	$3.22K	Hold	30	–	–	﹤0.01%	1961
2026 Q1	$2.87K	Buy	+30	New	+$2.92K	﹤0.01%	1882
2021 Q4	–	Sell	-5	Closed	–	–	1971
2021 Q3	$0	Hold	5	–	–	﹤0.01%	1884
2021 Q2	$0	Hold	5	–	–	﹤0.01%	1891
2021 Q1	$0	Hold	5	–	–	﹤0.01%	1858
2020 Q4	$0	Buy	+5	New	+$383	﹤0.01%	1821

Other funds holding BBRE

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

William Blair & Company's BBRE Position: Q2 2026 in Review

William Blair & Company held its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) position steady in Q2 2026 at 30 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

William Blair & Company first reported a position in BBRE in Q4 2020 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

William Blair & Company held 30 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $3.22K as of Q2 2026.
William Blair & Company left its JPMorgan BetaBuilders MSCI US REIT ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1961 holding.
William Blair & Company first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q4 2020 and has held it in 6 quarters since.
54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.