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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-13,369-75.3%4,387$470.59KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-2,155-7.8%25,387$2.72MQ2 2026Aug 27, 2026
Charles Schwab Investment Management IncBuy+1,236,240—1,236,240$132.61MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+26,907—26,907$2.89MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-25,813-92.6%2,072$222.26KQ2 2026Aug 14, 2026
Global Endowment Management, LpSell-9,275-2.1%427,282$45.83MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+7,702+47.6%23,887$2.56MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+5,020+160.0%8,157$875.00KQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+4,987—4,987$534.96KQ2 2026Aug 14, 2026
Bank Of America CorpSell-2,467-0.7%368,677$39.55MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Buy+2,001—2,001$214.65KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+417+105.8%811$87.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+280+22.0%1,550$166.62KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+163—163$17.48KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+7—7$765.00Q2 2026Aug 14, 2026
Morgan StanleyBuy+16,554+12.8%145,917$15.65MQ2 2026Aug 13, 2026
Ubs Group AgBuy+8,683+723.6%9,883$1.06MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-72-10.4%620$66.52KQ2 2026Aug 13, 2026
Fmr LlcBuy+1+0.6%160$17.11KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+4,232,900—4,232,900$461.81MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+150—150$16.09KQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+61+8.8%758$81.31KQ2 2026Aug 12, 2026
Alaska Permanent Capital Management, LlcSell-17,297-3.4%489,700$52.56MQ2 2026Aug 11, 2026
Alaska Wealth Advisors, LlcSell-3,877-1.4%282,332$30.29MQ2 2026Aug 11, 2026
Tower Research Capital Llc (Trc)Sell-850-43.6%1,099$117.89KQ2 2026Aug 11, 2026
Peterson Wealth Advisors, LlcBuy+65+1.6%4,186$449.02KQ2 2026Aug 11, 2026
Colonial Trust Co / ScBuy+3+1.1%286$31.20KQ2 2026Aug 11, 2026
Lpl Financial LlcBuy+9,238+52.5%26,825$2.88MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+2,061—2,061$221.07KQ2 2026Aug 07, 2026
Plante Moran Financial Advisors, LlcBuy+158—158$16.95KQ2 2026Aug 06, 2026
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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.