JPM BETABLDRS MSCI US REIT (BBRE) Institutional Ownership Changes & 13F Activity
JPM BETABLDRS MSCI US REIT (BBRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Charles Schwab Investment Management Inc, Ameriprise Financial Inc, Susquehanna International Group, Llp, and Alaska Permanent Capital Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -13,369 | -75.3% | 4,387 | $470.59K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -2,155 | -7.8% | 25,387 | $2.72M | Q2 2026 | Aug 27, 2026 |
| Charles Schwab Investment Management Inc | Buy | +1,236,240 | — | 1,236,240 | $132.61M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +26,907 | — | 26,907 | $2.89M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -25,813 | -92.6% | 2,072 | $222.26K | Q2 2026 | Aug 14, 2026 |
| Global Endowment Management, Lp | Sell | -9,275 | -2.1% | 427,282 | $45.83M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +7,702 | +47.6% | 23,887 | $2.56M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +5,020 | +160.0% | 8,157 | $875.00K | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +4,987 | — | 4,987 | $534.96K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -2,467 | -0.7% | 368,677 | $39.55M | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Buy | +2,001 | — | 2,001 | $214.65K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +417 | +105.8% | 811 | $87.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +280 | +22.0% | 1,550 | $166.62K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +163 | — | 163 | $17.48K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +7 | — | 7 | $765.00 | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +16,554 | +12.8% | 145,917 | $15.65M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +8,683 | +723.6% | 9,883 | $1.06M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -72 | -10.4% | 620 | $66.52K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +1 | +0.6% | 160 | $17.11K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +4,232,900 | — | 4,232,900 | $461.81M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +150 | — | 150 | $16.09K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +61 | +8.8% | 758 | $81.31K | Q2 2026 | Aug 12, 2026 |
| Alaska Permanent Capital Management, Llc | Sell | -17,297 | -3.4% | 489,700 | $52.56M | Q2 2026 | Aug 11, 2026 |
| Alaska Wealth Advisors, Llc | Sell | -3,877 | -1.4% | 282,332 | $30.29M | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -850 | -43.6% | 1,099 | $117.89K | Q2 2026 | Aug 11, 2026 |
| Peterson Wealth Advisors, Llc | Buy | +65 | +1.6% | 4,186 | $449.02K | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Co / Sc | Buy | +3 | +1.1% | 286 | $31.20K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +9,238 | +52.5% | 26,825 | $2.88M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +2,061 | — | 2,061 | $221.07K | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, Llc | Buy | +158 | — | 158 | $16.95K | Q2 2026 | Aug 06, 2026 |
Frequently asked questions about BBRE activity
Which institutional owners are buying BBRE?
Institutional owners buying BBRE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BBRE activity?
"Buy" means an investor increased their reported position in BBRE compared to the prior reporting period. This reflects growing exposure to JPM BETABLDRS MSCI US REIT (BBRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BBRE increasing?
Institutional interest in BBRE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.