JPM BETABLDRS MSCI US REIT (BBRE) Top Institutional Shareholders
JPM BETABLDRS MSCI US REIT (BBRE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $523.76M in BBRE holdings during the latest filing period.
University Of Texas/Texas Am Investment Management Co is currently the largest disclosed institutional shareholder of BBRE tracked by InsiderSet, reporting ownership valued at approximately $249.45M in its March 31, 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 $273.38M, representing an estimated gain of +9.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed BBRE value among the investors covered in this analysis. Major shareholders include University Of Texas/Texas Am Investment Management Co, Alaska Permanent Capital Management, Llc, Global Endowment Management, Lp, 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
55
Total Reported Value
$523.76M
Largest Holder
University Of Texas/Texas Am Investment Management Co
Largest Position
$249.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| University Of Texas/Texas Am Investment Management Co | 36.28% | 2,606,805 | $249,445,170 | $273,375,640 | +$23,930,470 | +9.59% | |
| Alaska Permanent Capital Management, Llc | 3.40% | 506,997 | $48,524,645 | $53,168,775 | +$4,644,130 | +9.57% | |
| Global Endowment Management, Lp | 4.66% | 436,557 | $41,774,000 | $45,781,733 | +$4,007,733 | +9.59% | |
| Hightower Advisors, Llc | 0.04% | 391,722 | $37,484,078 | $41,079,886 | +$3,595,808 | +9.59% | |
| Bank Of America Corp | 0.00% | 371,144 | $35,514,768 | $38,921,871 | +$3,407,103 | +9.59% | |
| Alaska Wealth Advisors, Llc | 3.29% | 286,209 | $27,387,317 | $30,014,738 | +$2,627,421 | +9.59% | |
| Bleakley Financial Group, Llc | 0.42% | 282,087 | $26,992,941 | $29,582,464 | +$2,589,523 | +9.59% | |
| Concurrent Investment Advisors, Llc | 0.15% | 140,215 | $13,417,165 | $14,704,347 | +$1,287,182 | +9.59% | |
| Morgan Stanley | 0.00% | 129,363 | $12,378,775 | $13,566,298 | +$1,187,523 | +9.59% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 125,880 | $12,045,425 | $13,201,036 | +$1,155,611 | +9.59% | |
| Two Sigma Investments, Lp | 0.00% | 45,400 | $4,344,326 | $4,761,098 | +$416,772 | +9.59% | |
| Susquehanna International Group, Llp | 0.00% | 27,885 | $2,668,316 | $2,924,300 | +$255,984 | +9.59% | |
| Corient Private Wealth Llc | 0.00% | 27,542 | $2,635,432 | $2,888,330 | +$252,898 | +9.60% | |
| Citadel Advisors Llc | 0.00% | 17,756 | $1,699,072 | $1,862,072 | +$163,000 | +9.59% | |
| Lpl Financial Llc | 0.00% | 17,587 | $1,682,921 | $1,844,349 | +$161,428 | +9.59% | |
| Goldman Sachs Group Inc | 0.00% | 16,185 | $1,548,743 | $1,697,321 | +$148,578 | +9.59% | |
| Private Advisor Group, Llc | 0.00% | 6,469 | $619,018 | $678,404 | +$59,386 | +9.59% | |
| Ifc & Insurance Marketing, Inc. | 0.59% | 5,884 | $563,040 | $617,055 | +$54,015 | +9.59% | |
| Peterson Wealth Advisors, Llc | 0.05% | 4,121 | $394,363 | $432,169 | +$37,806 | +9.59% | |
| Mutual Advisors, Llc | 0.01% | 3,215 | $307,634 | $337,157 | +$29,523 | +9.60% | |
| Raymond James Financial Inc | 0.00% | 3,137 | $300,180 | $328,977 | +$28,797 | +9.59% | |
| Baker Boyer National Bank | 0.09% | 3,026 | $289,558 | $317,337 | +$27,779 | +9.59% | |
| Mercer Global Advisors Inc | 0.00% | 2,431 | $232,597 | $254,939 | +$22,342 | +9.61% | |
| Gladstone Institutional Advisory Llc | 0.01% | 2,407 | $230,326 | $252,422 | +$22,096 | +9.59% | |
| Farther Finance Advisors, Llc | 0.00% | 2,130 | $205,016 | $223,373 | +$18,357 | +8.95% | |
| Tower Research Capital Llc (Trc) | 0.00% | 1,949 | $186,500 | $204,392 | +$17,892 | +9.59% | |
| Osaic Holdings, Inc. | 0.00% | 1,270 | $121,804 | $133,185 | +$11,381 | +9.34% | |
| Ubs Group Ag | 0.00% | 1,200 | $114,828 | $125,844 | +$11,016 | +9.59% | |
| Kerr Financial Planning Corp | 0.12% | 925 | $95,275 | $97,005 | +$1,730 | +1.82% | |
| Fifth Third Bancorp | 0.00% | 967 | $92,532 | $101,409 | +$8,877 | +9.59% | |
| Aptus Capital Advisors, Llc | 0.00% | 697 | $66,696 | $73,094 | +$6,398 | +9.59% | |
| Rockefeller Capital Management L.P. | 0.00% | 692 | $66,260 | $72,570 | +$6,310 | +9.52% | |
| Versant Capital Management, Inc | 0.01% | 621 | $59,423 | $65,124 | +$5,701 | +9.59% | |
| Citigroup Inc | 0.00% | 612 | $58,562 | $64,180 | +$5,618 | +9.59% | |
| Royal Bank Of Canada | 0.00% | 394 | $38,000 | $41,319 | +$3,319 | +8.73% | |
| Colonial Trust Co / Sc | 0.00% | 283 | $26,701 | $29,678 | +$2,977 | +11.15% | |
| Harbour Investments, Inc. | 0.00% | 189 | $18,085 | $19,820 | +$1,735 | +9.60% | |
| Advisory Services Network, Llc | 0.00% | 174 | $16,650 | $18,247 | +$1,597 | +9.59% | |
| Fmr Llc | 0.00% | 159 | $15,224 | $16,674 | +$1,450 | +9.53% | |
| Founders Financial Alliance, Llc | 0.00% | 146 | $13,971 | $15,311 | +$1,340 | +9.59% | |
| Private Trust Co Na | 0.00% | 140 | $13,397 | $14,682 | +$1,285 | +9.59% | |
| Sound Income Strategies, Llc | 0.00% | 135 | $13,022 | $14,157 | +$1,135 | +8.72% | |
| Root Financial Partners, Llc | 0.00% | 129 | $12,359 | $13,528 | +$1,169 | +9.46% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 119 | $11,387 | $12,480 | +$1,093 | +9.59% | |
| Smartleaf Asset Management Llc | 0.00% | 62 | $5,850 | $6,502 | +$652 | +11.14% | |
| Investors Research Corp | 0.00% | 50 | $4,785 | $5,244 | +$459 | +9.58% | |
| Wells Fargo & Company/Mn | 0.00% | 44 | $4,210 | $4,614 | +$404 | +9.60% | |
| Mai Capital Management | 0.00% | 37 | $3,541 | $3,880 | +$339 | +9.58% | |
| Ameriflex Group, Inc. | 0.00% | 34 | $3,253 | $3,566 | +$313 | +9.61% | |
| Iag Wealth Partners, Llc | 0.00% | 32 | $3,062 | $3,356 | +$294 | +9.60% |
Frequently asked questions about BBRE
Who owns the most BBRE stock?
The largest holders of BBRE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPM BETABLDRS MSCI US REIT (BBRE).
Is BBRE widely held by superinvestors?
Many widely followed stocks like BBRE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BBRE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.