BBRE

JPM Betabldrs Msci US REITETF$104.27 0.38%
UnclassifiedCUSIP 46641Q738· EOD Sep 11, 2026

Among active 13F managers last quarter, 2 opened and 6 added, while 4 reduced; the largest holder to move was University Of Texas/texas Am Investment Management Co (−8.1%).

Tracked 13F holders
50
25 in Q2 2026 filings
13F value (tracked)
$917.0M
13F moves · latest Q
8 added
4 reduced

Price & smart-money activity

$104.27 0.38%5Y +3.3%
$70.82$82.03$93.25$104.46$115.682021202220232024202520263665386345555544334552123958911610911754
Hover for who · click for detailEnd-of-day closing prices52w $92.09 – $113.04

Who owns BBRE?

50 tracked 13F filers · ranked by shares held

50 tracked 13F filers disclose a position in BBRE as of the latest SEC 13F filings, a combined $917.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1JPMorgan Chase & Co4.4M
$414.3M
+4.4%
Added · +185K sh
Q1 2026
2University Of Texas/texas Am Investment Management Co2.4M
$257.0M
−8.1%
Reduced · −211K sh
Q2 2026
3Alaska Permanent Capital Management, LLC490K
$52.6M
−3.4%
Reduced · −17K sh
Q2 2026
4HighTower Advisors, LLC392K
$37.5M
−29%
Reduced · −160K sh
Q1 2026
5Bank Of America Corp371K
$35.5M
−1.6%
Reduced · −6K sh
Q1 2026
6Bleakley Financial Group, LLC300K
$32.2M
+6.3%
Added · +18K sh
Q2 2026
7Alaska Wealth Advisors, LLC282K
$30.3M
−1.4%
Reduced · −4K sh
Q2 2026
8Concurrent Investment Advisors, LLC146K
$15.7M
+4.3%
Added · +6K sh
Q2 2026
9Morgan Stanley129K
$12.4M
+3.3%
Added · +4K sh
Q1 2026
10Northwestern Mutual Wealth Management Co126K
$12.0M
+6.9%
Added · +8K sh
Q1 2026
11Two Sigma Investments, LP45K
$4.3M
+152%
Added · +27K sh
Q1 2026
12Susquehanna International Group, LLP28K
$2.7M
+91%
Added · +13K sh
Q1 2026
13Corient Private Wealth LP28K
$2.6M
−3.2%
Reduced · −909 sh
Q1 2026
14LPL Financial LLC18K
$1.7M
+5.1%
Added · +850 sh
Q1 2026
15Goldman Sachs Group Inc16K
$1.5M
−31%
Reduced · −7K sh
Q1 2026
16Private Advisor Group, LLC8K
$905K
+30%
Added · +2K sh
Q2 2026
17IFC & Insurance Marketing, Inc.6K
$634K
+0.4%
Added · +26 sh
Q2 2026
18Citadel Advisors LLC4K
$471K
−75%
Reduced · −13K sh
Q2 2026
19Gladstone Institutional Advisory LLC3K
$341K
+32%
Added · +768 sh
Q2 2026
20Raymond James Financial Inc3K
$300K
+35%
Added · +805 sh
Q1 2026
21Mercer Global Advisors Inc2K
$233K
−64%
Reduced · −4K sh
Q1 2026
22Farther Finance Advisors, LLC2K
$205K
−17%
Reduced · −431 sh
Q1 2026
23MML Investors Services, LLC2K
$221K
New
+2K sh
Q2 2026
24Financial Engines Advisors L.L.C.2K
$215K
Added
Added · +2K sh
Q2 2026
25Tower Research Capital LLC (TRC)2K
$187K
New
+2K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BBRE being bought or sold by institutions?

Last quarter, 2 funds opened a new position in BBRE and 6 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
6
added to an existing position
Reduced
4
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own BBRE also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA17 funds$8.2B
Apple IncAAPL17 funds$7.1B
Amazon.com IncAMZN17 funds$6.0B
Microsoft CorpMSFT17 funds$4.1B
Alphabet Inc-CL AGOOGL17 funds$4.1B
Broadcom IncAVGO17 funds$3.6B
Micron Technology IncMU17 funds$2.5B
JPMorgan Chase & CoJPM17 funds$2.4B
Tesla IncTSLA17 funds$2.2B
Meta Platforms Inc-Class AMETA17 funds$2.0B
Eli Lilly & CoLLY17 funds$1.9B
Advanced Micro DevicesAMD17 funds$1.9B

Ranked by how many of BBRE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BBRE.

Institutional ownership over time

25 tracked filers in Q2 2026 filingsstill filing
02652Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $390.4M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
JEPImc1294 funds$18.1B
JPSTmc1102 funds$24.0B
JMSTmc517 funds$3.4B
JMUBmc472 funds$4.9B
JCPBmc470 funds$9.3B
JPIEmc442 funds$5.3B
JQUAmc440 funds$5.1B
JIREmc319 funds$9.0B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in BBRE

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BBRE/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BBRE.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BBRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.