JPM BETABLDRS MSCI US REIT BBRE
$108.89
+1.2% 52w: $87.88 – $109.32
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data87.8898.60109.32
Jun 20, 2025 Jul 2, 2026
Institutional holders
57
+1 QoQ
13F value
$938.8M
+4.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BBRE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 4.4M | $414.3M | 0.0% | +4.4% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | Other | 2.6M | $249.4M | 36.3% | -4.3% |
| Alaska Permanent Capital Management, LLC | Wealth advisor | 507.0K | $48.5M | 3.4% | +2.7% |
| Global Endowment Management, LP | Wealth advisor | 436.6K | $41.8M | 4.7% | -13.1% |
| HighTower Advisors, LLC | Diversified mechanical | 391.7K | $37.5M | 0.0% | -29.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 371.1K | $35.5M | 0.0% | -1.6% |
| Alaska Wealth Advisors, LLC | Wealth advisor | 286.2K | $27.4M | 3.3% | +3.6% |
| Bleakley Financial Group, LLC | Wealth advisor | 282.1K | $27.0M | 0.4% | +802.1% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 140.2K | $13.4M | 0.1% | New |
| MORGAN STANLEY | Bank broker | 129.4K | $12.4M | 0.0% | +3.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 125.9K | $12.0M | 0.0% | +6.9% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 45.4K | $4.3M | 0.0% | +152.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 27.9K | $2.7M | 0.0% | +91.0% |
| Corient Private Wealth LLC | Diversified mechanical | 27.5K | $2.6M | 0.0% | -51.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 17.8K | $1.7M | 0.0% | New |
| LPL Financial LLC | Bank broker | 17.6K | $1.7M | 0.0% | +5.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 16.2K | $1.5M | 0.0% | -30.5% |
| Private Advisor Group, LLC | Wealth advisor | 6.5K | $619K | 0.0% | -13.8% |
| IFC & Insurance Marketing, Inc. | Wealth advisor | 5.9K | $563K | 0.6% | -75.9% |
| FLOW TRADERS U.S. LLC | Market maker | 4.7K | $454K | 0.0% | -73.8% |
| Peterson Wealth Advisors, LLC | Wealth advisor | 4.1K | $394K | 0.1% | -10.4% |
| Mutual Advisors, LLC | Wealth advisor | 3.2K | $308K | 0.0% | +0.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.1K | $300K | 0.0% | +34.5% |
| BAKER BOYER NATIONAL BANK | Wealth advisor | 3.0K | $290K | 0.1% | Held |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 2.4K | $233K | 0.0% | -63.5% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 2.4K | $230K | 0.0% | New |
| SkyView Investment Advisors, LLC | Wealth advisor | 2.4K | $227K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 2.1K | $205K | 0.0% | -16.8% |
| Tower Research Capital LLC (TRC) | Market maker | 1.9K | $187K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.3K | $122K | 0.0% | +8.3% |
| UBS Group AG | Bank broker | 1.2K | $115K | 0.0% | -52.0% |
| KERR FINANCIAL PLANNING Corp | Other | 925 | $95K | 0.1% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 967 | $93K | 0.0% | +383.5% |
| Aptus Capital Advisors, LLC | Wealth advisor | 697 | $67K | 0.0% | +15.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 692 | $66K | 0.0% | +847.9% |
| Versant Capital Management, Inc | Diversified mechanical | 621 | $59K | 0.0% | Held |
| CITIGROUP INC | Bank broker | 612 | $59K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 394 | $38K | 0.0% | Held |
| Colonial Trust Co / SC | Diversified mechanical | 283 | $27K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 189 | $18K | 0.0% | -12.5% |
| Advisory Services Network, LLC | Diversified mechanical | 174 | $17K | 0.0% | New |
| FMR LLC | Long only active | 159 | $15K | 0.0% | -13.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 150 | $14K | 0.0% | Held |
| Founders Financial Alliance, LLC | Other | 146 | $14K | 0.0% | New |
| PRIVATE TRUST CO NA | Diversified mechanical | 140 | $13K | 0.0% | Held |
| Sound Income Strategies, LLC | Diversified mechanical | 135 | $13K | 0.0% | -14.0% |
| Root Financial Partners, LLC | Wealth advisor | 129 | $12K | 0.0% | -31.4% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 119 | $11K | 0.0% | Held |
| Smartleaf Asset Management LLC | Wealth advisor | 62 | $6K | 0.0% | Held |
| Investors Research Corp | Wealth advisor | 50 | $5K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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