BBRE Institutional Ownership & Shareholders
JPM BETABLDRS MSCI US REIT (BBRE) is currently held by 57 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.06B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of BBRE tracked by InsiderSet, reporting ownership valued at approximately $461.81M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $436.45M, representing an estimated loss of -5.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BBRE value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, University Of Texas/Texas Am Investment Management Co, Charles Schwab Investment Management Inc, and several other long-term asset managers with concentrated positions in JPM BETABLDRS MSCI US REIT (BBRE).
This page ranks the largest institutional BBRE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
57
Total Reported Value
$1.06B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$461.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.03% | 4,232,900 | $461,809,390 | $436,454,319 | -$25,355,071 | -5.49% | |
| University Of Texas/Texas Am Investment Management Co | 29.78% | 2,396,228 | $257,043,378 | $247,075,069 | -$9,968,309 | -3.88% | |
| Charles Schwab Investment Management Inc | 0.02% | 1,236,240 | $132,611,465 | $127,468,706 | -$5,142,759 | -3.88% | |
| Alaska Permanent Capital Management, Llc | 3.43% | 489,700 | $52,564,436 | $50,492,967 | -$2,071,469 | -3.94% | |
| Global Endowment Management, Lp | 4.65% | 427,282 | $45,834,000 | $44,057,047 | -$1,776,953 | -3.88% | |
| Bank Of America Corp | 0.00% | 368,677 | $39,547,958 | $38,014,285 | -$1,533,673 | -3.88% | |
| Bleakley Financial Group, Llc | 0.41% | 299,734 | $32,152,436 | $30,905,573 | -$1,246,863 | -3.88% | |
| Alaska Wealth Advisors, Llc | 3.28% | 282,332 | $30,285,739 | $29,111,253 | -$1,174,486 | -3.88% | |
| Morgan Stanley | 0.00% | 145,917 | $15,652,631 | $15,045,502 | -$607,129 | -3.88% | |
| Concurrent Investment Advisors, Llc | 0.10% | 149,206 | $14,868,350 | $15,384,631 | +$516,281 | +3.47% | |
| Ameriprise Financial Inc | 0.00% | 26,907 | $2,886,580 | $2,774,381 | -$112,199 | -3.89% | |
| Lpl Financial Llc | 0.00% | 26,825 | $2,877,518 | $2,765,926 | -$111,592 | -3.88% | |
| Corient Private Wealth Llc | 0.00% | 25,387 | $2,723,231 | $2,617,654 | -$105,577 | -3.88% | |
| Goldman Sachs Group Inc | 0.00% | 23,887 | $2,562,358 | $2,462,989 | -$99,369 | -3.88% | |
| Ubs Group Ag | 0.00% | 9,883 | $1,060,149 | $1,019,036 | -$41,113 | -3.88% | |
| Private Advisor Group, Llc | 0.00% | 8,440 | $905,336 | $870,248 | -$35,088 | -3.88% | |
| Raymond James Financial Inc | 0.00% | 8,157 | $875,001 | $841,068 | -$33,933 | -3.88% | |
| D. E. Shaw & Co., Inc. | 0.00% | 4,987 | $534,955 | $514,210 | -$20,745 | -3.88% | |
| Ifc & Insurance Marketing, Inc. | 0.41% | 4,822 | $480,512 | $497,196 | +$16,684 | +3.47% | |
| Citadel Advisors Llc | 0.00% | 4,387 | $470,593 | $452,344 | -$18,249 | -3.88% | |
| Peterson Wealth Advisors, Llc | 0.05% | 4,135 | $412,073 | $426,360 | +$14,287 | +3.47% | |
| Gladstone Institutional Advisory Llc | 0.01% | 3,175 | $340,582 | $327,374 | -$13,208 | -3.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 3,122 | $311,100 | $321,909 | +$10,809 | +3.47% | |
| Mercer Global Advisors Inc | 0.00% | 2,431 | $260,748 | $250,660 | -$10,088 | -3.87% | |
| Susquehanna International Group, Llp | 0.00% | 2,072 | $222,263 | $213,644 | -$8,619 | -3.88% | |
| Mml Investors Services, Llc | 0.00% | 2,061 | $221,068 | $212,510 | -$8,558 | -3.87% | |
| Financial Engines Advisors L.L.C. | 0.00% | 2,001 | $214,647 | $206,323 | -$8,324 | -3.88% | |
| Farther Finance Advisors, Llc | 0.00% | 1,699 | $169,326 | $175,184 | +$5,858 | +3.46% | |
| Osaic Holdings, Inc. | 0.00% | 1,550 | $166,620 | $159,821 | -$6,800 | -4.08% | |
| Tower Research Capital Llc (Trc) | 0.00% | 1,099 | $117,890 | $113,318 | -$4,572 | -3.88% | |
| Kerr Financial Planning Corp | 0.11% | 925 | $99,225 | $95,377 | -$3,848 | -3.88% | |
| Royal Bank Of Canada | 0.00% | 811 | $87,000 | $83,622 | -$3,378 | -3.88% | |
| Aptus Capital Advisors, Llc | 0.00% | 758 | $81,311 | $78,157 | -$3,154 | -3.88% | |
| Rockefeller Capital Management L.P. | 0.00% | 620 | $66,519 | $63,928 | -$2,591 | -3.89% | |
| Fifth Third Bancorp | 0.00% | 612 | $65,649 | $63,103 | -$2,546 | -3.88% | |
| Versant Capital Management, Inc | 0.01% | 621 | $61,883 | $64,031 | +$2,148 | +3.47% | |
| Colonial Trust Co / Sc | 0.00% | 286 | $31,203 | $29,489 | -$1,714 | -5.49% | |
| Harbour Investments, Inc. | 0.00% | 189 | $20,274 | $19,488 | -$786 | -3.88% | |
| Gk Wealth Management Llc | 0.01% | 200 | $19,930 | $20,622 | +$692 | +3.47% | |
| Qube Research & Technologies Ltd | 0.00% | 163 | $17,485 | $16,807 | -$678 | -3.88% | |
| Fmr Llc | 0.00% | 160 | $17,115 | $16,498 | -$617 | -3.61% | |
| Plante Moran Financial Advisors, Llc | 0.00% | 158 | $16,949 | $16,291 | -$658 | -3.88% | |
| Newedge Advisors, Llc | 0.00% | 150 | $16,091 | $15,467 | -$625 | -3.88% | |
| Founders Financial Alliance, Llc | 0.00% | 146 | $15,661 | $15,054 | -$607 | -3.88% | |
| Private Trust Co Na | 0.00% | 140 | $13,951 | $14,435 | +$484 | +3.47% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 119 | $12,765 | $12,270 | -$495 | -3.88% | |
| Smartleaf Asset Management Llc | 0.00% | 62 | $6,764 | $6,393 | -$371 | -5.49% | |
| Investors Research Corp | 0.00% | 50 | $4,983 | $5,156 | +$173 | +3.46% | |
| Ameriflex Group, Inc. | 0.00% | 34 | $3,647 | $3,506 | -$141 | -3.87% | |
| Iag Wealth Partners, Llc | 0.00% | 32 | $3,433 | $3,300 | -$133 | -3.89% |
Frequently asked questions about BBRE
Who are the largest institutional holders of BBRE?
The largest institutional holders of BBRE reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, University Of Texas/Texas Am Investment Management Co, Charles Schwab Investment Management Inc, Alaska Permanent Capital Management, Llc, and Global Endowment Management, Lp. InsiderSet ranks institutional holders by their latest reported BBRE position.
What is BBRE institutional ownership?
This page tracks BBRE positions reported by institutional investment managers through SEC Form 13F. JPM BETABLDRS MSCI US REIT (BBRE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BBRE?
InsiderSet currently tracks 57 institutional managers reporting BBRE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BBRE shareholders.
How much BBRE stock do institutions own?
Institutional investment managers disclosed approximately $1.06B in BBRE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BBRE institutional ownership last updated?
The latest BBRE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BBRE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BBRE position after the reporting date.
Are institutions buying or selling BBRE?
Institutional buying and selling can be analyzed by comparing BBRE positions across consecutive 13F reporting periods. InsiderSet's BBRE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BBRE ownership changes.
How has BBRE institutional ownership changed over time?
InsiderSet tracks BBRE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.