Who owns BBRE?
JPMorgan BetaBuilders MSCI U.S. REIT ETF · JPMorgan
55 institutions reported holding BBRE, worth $1.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BBRE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co | New York, NY | $461.8M | 4,232,900 | −158,436 shares |
| University of Texas/Texas AM Investment Management Co | Austin, TX | $257.0M | 2,396,228 | −210,577 shares |
| Charles Schwab Investment Management Inc. | San Francisco, CA | $132.6M | 1,236,240 | New position |
| Alaska Permanent Capital Management, LLC | Anchorage, AK | $52.6M | 489,700 | −17,297 shares |
| Global Endowment Management, LP | Charlotte, NC | $45.8M | 427,282 | −9,275 shares |
| HighTower Advisors, LLC | Chicago, IL | $41.1M | 383,317 | −8,405 shares |
| Bank of America Corp. | Charlotte, NC | $39.5M | 368,677 | −2,467 shares |
| Bleakley Financial Group, LLC | Parsippany, NJ | $32.2M | 299,734 | +17,647 shares |
| Alaska Wealth Advisors, LLC | Anchorage, AK | $30.3M | 282,332 | −3,877 shares |
| Concurrent Investment Advisors, LLC | Tampa, FL | $15.7M | 146,193 | +5,978 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BBRE?
55 institutional managers reported holding BBRE in Form 13F filings for June 30, 2026, worth $1.2B in total. The largest reported position was held by JPMorgan Chase & Co, at $461.8M.
Did institutions buy or sell BBRE last quarter?
Reported 13F value rose 23.3% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BBRE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.