BBRE

JPM Betabldrs Msci US Reit

+$45.5M

Net Activity

Institutions Holding

56

Popularity Rank

#5712

Avg Weight

0.88%

Total Value

$938.8M

Ownership Trend

56 institutions currently hold BBRE, with 26 net buyers and 26 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

26

Net Buying Institutions

26

Key Holders

Key Holders

Top 5 by Value

JC
Jpmorgan Chase & Co
$414.3M
UO
University Of Texas/texas Am Investment Management Co
$249.4M
AP
Alaska Permanent Capital Management, LLC
$48.5M
GE
Global Endowment Management, LP
$41.8M
HA
HighTower Advisors, LLC
$37.5M

Top 5 by Conviction

UO
University Of Texas/texas Am Investment Management Co
36.28%
GE
Global Endowment Management, LP
4.66%
AP
Alaska Permanent Capital Management, LLC
3.40%
AW
Alaska Wealth Advisors, LLC
3.29%
I&
IFC & Insurance Marketing, Inc.
0.59%
View all 56 holding institutions

Quarterly Activity

Recent Activity

+$566.9M

Total Buy Value

$401.1M

Total Sell Value

New buy11
Trim17
Add15
Sold out9

26

Net Buyers

26

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding JPM BETABLDRS MSCI US REIT (BBRE)?
Major stakeholders currently include Jpmorgan Chase & Co ($414.3M), University Of Texas/texas Am Investment Management Co ($249.4M), Alaska Permanent Capital Management, LLC ($48.5M). Based on the latest 13F filings, there are a total of 56 tracked investment funds and institutions maintaining positions in BBRE.
What is the overall institutional sentiment toward BBRE recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $45.5M, driven by 26 managers accumulating shares while 26 reduced their exposure.
Which institutions have been selling or reducing their BBRE positions?
In the latest period, 17 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $401.1M.
Are there any notable investors adding BBRE to their portfolios?
Yes, buying activity remains notable. 11 institutions opened new positions in {ticker}, and 15 existing holders added to their shares. The total reported buy value for the quarter amounted to $566.9M.

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