Who Owns BBRE?
JPMorgan BetaBuilders MSCI US REIT ETF — Institutional Ownership & 13F Holdings
$103.10
+0.31 (+0.30%)
Market Cap
$1.1B
Shares Outstanding
9,836,492
Institutional Holders
55
Total Inst. Value
$783.8M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
7
Closed Positions
9
Increased
19
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $351.8M | 3,742,255 |
| 2 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | $233.0M | 2,478,736 |
| 3 | Alaska Permanent Capital Management, LLC | $44.8M | 475,983 |
| 4 | Global Endowment Management, LP | $43.6M | 463,443 |
| 5 | HighTower Advisors, LLC | $40.1M | 426,970 |
| 6 | BANK OF AMERICA CORP /DE/ | $28.6M | 303,716 |
| 7 | MORGAN STANLEY | $18.8M | 200,392 |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.1M | 97,138 |
| 9 | Blue Edge Capital, LLC | $6.1M | 85,530 |
| 10 | GOLDMAN SACHS GROUP INC | $2.7M | 28,924 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | +99K | $233.0M |
| Alaska Permanent Capital Management, LLC | +38K | $44.8M |
| BANK OF AMERICA CORP /DE/ | +36K | $28.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +8K | $9.1M |
| GOLDMAN SACHS GROUP INC | +15K | $2.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Gradient Investments LLC | -281K | $220K |
| MORGAN STANLEY | -77K | $18.8M |
| Global Endowment Management, LP | -63K | $43.6M |
| JPMORGAN CHASE & CO | -38K | $351.8M |
| HighTower Advisors, LLC | -23K | $40.1M |
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Frequently Asked Questions
How many institutional investors hold BBRE?
As of Q1 2025, 55 institutional investors report holding BBRE (JPMorgan BetaBuilders MSCI US REIT ETF) in their 13F filings.
Which hedge fund owns the most BBRE?
The largest institutional holder of BBRE is JPMORGAN CHASE & CO with $351.8M in shares.
Are institutions buying or selling BBRE?
This quarter, 7 institutions opened new positions in BBRE and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.