Who owns BBRE
Which tracked institutional funds hold BBRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BBRE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BBRE is one-sided between 2026-Q1 and 2026-Q2: 18 added or opened and 4 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BBRE’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BBRE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 54 tracked filers holding BBRE, 29 increased or opened the position and 24 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BBRE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$133M
- AMERIPRISE FINANCIAL INC$3M
- D. E. Shaw & Co., Inc.$535K
Full exits 2
- HighTower Advisors, LLC$37M
- TWO SIGMA INVESTMENTS, LP$4M
Largest adds
- JPMORGAN CHASE & CO$47M
- UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$8M
- Bleakley Financial Group, LLC$5M
- Global Endowment Management, LP$4M
- Alaska Permanent Capital Management, LLC$4M
- BANK OF AMERICA CORP /DE/$4M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- CITADEL ADVISORS LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 4,232,900 | $462M | 39.6% | 2026-Q2 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO trimmed | 2,396,228 | $257M | 22.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 1,236,240 | $133M | 11.4% | 2026-Q2 |
| Alaska Permanent Capital Management, LLC trimmed | 489,700 | $53M | 4.5% | 2026-Q2 |
| Global Endowment Management, LP trimmed | 427,282 | $46M | 3.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 368,677 | $40M | 3.4% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 299,734 | $32M | 2.8% | 2026-Q2 |
| Alaska Wealth Advisors, LLC trimmed | 282,332 | $30M | 2.6% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 146,193 | $16M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 145,917 | $16M | 1.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 135,484 | $15M | 1.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 26,907 | $3M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 26,825 | $3M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 25,387 | $3M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 23,887 | $3M | 0.2% | 2026-Q2 |
| UBS Group AG added | 9,883 | $1M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 8,440 | $905K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 8,157 | $875K | 0.1% | 2026-Q2 |
| IFC & Insurance Marketing, Inc. added | 5,910 | $634K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 4,987 | $535K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 4,387 | $471K | 0.0% | 2026-Q2 |
| Peterson Wealth Advisors, LLC added | 4,186 | $449K | 0.0% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 3,175 | $341K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV | 2,431 | $261K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,131 | $229K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 2,072 | $222K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 2,061 | $221K | 0.0% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 2,001 | $215K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,550 | $167K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,099 | $118K | 0.0% | 2026-Q2 |
| KERR FINANCIAL PLANNING Corp | 925 | $99K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 811 | $87K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 758 | $81K | 0.0% | 2026-Q2 |
| Versant Capital Management, Inc | 621 | $67K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 620 | $67K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 612 | $66K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC added | 286 | $31K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 189 | $20K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 163 | $17K | 0.0% | 2026-Q2 |
| FMR LLC added | 160 | $17K | 0.0% | 2026-Q2 |
| Plante Moran Financial Advisors, LLC new | 158 | $17K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 150 | $16K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC | 146 | $16K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 144 | $16K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 140 | $15K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 119 | $13K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 62 | $7K | 0.0% | 2026-Q2 |
| Investors Research Corp | 50 | $5K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. | 34 | $4K | 0.0% | 2026-Q2 |
| IAG Wealth Partners, LLC | 32 | $3K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 30 | $3K | 0.0% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC | 26 | $3K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 21 | $2K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 7 | $765 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC trimmed | 391,722 | $37M | 3.2% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP added | 45,400 | $4M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 4,749 | $454K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Mutual Advisors, LLC added | 3,215 | $308K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BAKER BOYER NATIONAL BANK | 3,026 | $290K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SkyView Investment Advisors, LLC | 2,370 | $227K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITIGROUP INC new | 612 | $59K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 174 | $17K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC trimmed | 135 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC trimmed | 129 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN added | 44 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 37 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 34,588 | $3M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Orion Porfolio Solutions, LLC added | 10,349 | $958K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Compound Planning, Inc. added | 4,294 | $398K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Sigma Planning Corp added | 3,562 | $330K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Integrated Advisors Network LLC trimmed | 2,376 | $220K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 767 | $71K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ANGELES WEALTH MANAGEMENT, LLC trimmed | 440 | $41K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| IFP Advisors, Inc | 9 | $833 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Newbridge Financial Services Group, Inc. trimmed | 3,698 | $353K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SIGNET FINANCIAL MANAGEMENT, LLC trimmed | 2,961 | $283K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Mariner, LLC added | 2,260 | $216K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Sanctuary Advisors, LLC trimmed | 2,190 | $206K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Fortress Wealth Management, Inc. trimmed | 2,117 | $202K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Allworth Financial LP added | 27 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| 5T Wealth, LLC new | 2,406 | $222K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Capital Analysts, LLC new | 210 | $19K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| LGT Financial Advisors LLC added | 115 | $11K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| AE Wealth Management LLC new | 11 | $1K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Ameritas Advisory Services, LLC new | 1 | $92 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.