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Institutional Ownership · SEC Form 13F

Who owns BBRE (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

56
Institutional holders
9,871,745
Shares held (tracked funds)

How the tape is positioned

11 tracked funds added or opened BBRE while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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 2025-Q4 and 2026-Q1, across 56 tracked filers holding BBRE, 25 increased or opened the position and 27 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 2025-Q4 and 2026-Q1 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 2

  • Concurrent Investment Advisors, LLC$13M
  • CITADEL ADVISORS LLC$2M

Full exits 2

  • JANE STREET GROUP, LLC$3M
  • Orion Porfolio Solutions, LLC$958K

Largest adds

  • JPMORGAN CHASE & CO$25M
  • Bleakley Financial Group, LLC$24M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12M
  • Alaska Permanent Capital Management, LLC$3M
  • TWO SIGMA INVESTMENTS, LP$3M
  • Alaska Wealth Advisors, LLC$2M

Largest trims

  • HighTower Advisors, LLC$14M
  • Global Endowment Management, LP$5M
  • UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$3M
  • IFC & Insurance Marketing, Inc.$2M
  • FLOW TRADERS U.S. LLC$1M
  • GOLDMAN SACHS GROUP INC$608K

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added4,391,336$414M43.0%2026-Q1
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO trimmed2,606,805$249M25.9%2026-Q1
Alaska Permanent Capital Management, LLC added506,997$49M5.0%2026-Q1
Global Endowment Management, LP trimmed436,557$42M4.3%2026-Q1
HighTower Advisors, LLC trimmed391,722$37M3.9%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed371,144$36M3.7%2026-Q1
Alaska Wealth Advisors, LLC added286,209$27M2.8%2026-Q1
Bleakley Financial Group, LLC added282,087$27M2.8%2026-Q1
Concurrent Investment Advisors, LLC new140,215$13M1.4%2026-Q1
MORGAN STANLEY added129,363$12M1.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added125,880$12M1.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added45,400$4M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added27,885$3M0.3%2026-Q1
Corient Private Wealth LLC trimmed27,542$3M0.3%2026-Q1
CITADEL ADVISORS LLC added17,756$2M0.2%2026-Q1
LPL Financial LLC added17,587$2M0.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed16,185$2M0.2%2026-Q1
Private Advisor Group, LLC trimmed6,469$619K0.1%2026-Q1
IFC & Insurance Marketing, Inc. trimmed5,884$563K0.1%2026-Q1
FLOW TRADERS U.S. LLC trimmed4,749$454K0.0%2026-Q1
Peterson Wealth Advisors, LLC trimmed4,121$394K0.0%2026-Q1
Mutual Advisors, LLC added3,215$308K0.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added3,137$300K0.0%2026-Q1
BAKER BOYER NATIONAL BANK3,026$290K0.0%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed2,431$233K0.0%2026-Q1
Gladstone Institutional Advisory LLC new2,407$230K0.0%2026-Q1
SkyView Investment Advisors, LLC2,370$227K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed2,130$205K0.0%2026-Q1
Tower Research Capital LLC (TRC) trimmed1,949$186K0.0%2026-Q1
OSAIC HOLDINGS, INC. added1,270$122K0.0%2026-Q1
UBS Group AG trimmed1,200$115K0.0%2026-Q1
KERR FINANCIAL PLANNING Corp925$95K0.0%2026-Q1
FIFTH THIRD BANCORP added967$93K0.0%2026-Q1
Aptus Capital Advisors, LLC added697$67K0.0%2026-Q1
Rockefeller Capital Management L.P. added692$66K0.0%2026-Q1
Versant Capital Management, Inc621$59K0.0%2026-Q1
CITIGROUP INC new612$59K0.0%2026-Q1
ROYAL BANK OF CANADA394$38K0.0%2026-Q1
Colonial Trust Co / SC283$27K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed189$18K0.0%2026-Q1
Advisory Services Network, LLC added174$17K0.0%2026-Q1
FMR LLC trimmed159$15K0.0%2026-Q1
Founders Financial Alliance, LLC146$14K0.0%2026-Q1
PRIVATE TRUST CO NA140$13K0.0%2026-Q1
Sound Income Strategies, LLC trimmed135$13K0.0%2026-Q1
Root Financial Partners, LLC trimmed129$12K0.0%2026-Q1
Steward Partners Investment Advisory, LLC119$11K0.0%2026-Q1
Smartleaf Asset Management LLC62$6K0.0%2026-Q1
Investors Research Corp50$5K0.0%2026-Q1
WELLS FARGO & COMPANY/MN added44$4K0.0%2026-Q1
MAI Capital Management37$4K0.0%2026-Q1
AMERIFLEX GROUP, INC.34$3K0.0%2026-Q1
IAG Wealth Partners, LLC32$3K0.0%2026-Q1
BLAIR WILLIAM & CO/IL added30$3K0.0%2026-Q1
Allspring Global Investments Holdings, LLC new26$3K0.0%2026-Q1
SBI Securities Co., Ltd.20$2K0.0%2026-Q1
State of Tennessee, Department of Treasury190,288$18M1.9%2025-Q1 stale
JANE STREET GROUP, LLC added34,588$3M0.3%2025-Q4 stale
Orion Porfolio Solutions, LLC added10,349$958K0.1%2025-Q4 stale
Compound Planning, Inc. added4,294$398K0.0%2025-Q4 stale
Newbridge Financial Services Group, Inc. trimmed3,698$353K0.0%2025-Q3 stale
Sigma Planning Corp added3,562$330K0.0%2025-Q4 stale
SIGNET FINANCIAL MANAGEMENT, LLC trimmed2,961$283K0.0%2025-Q3 stale
Financial Engines Advisors L.L.C. new2,608$241K0.0%2025-Q4 stale
5T Wealth, LLC new2,406$222K0.0%2025-Q2 stale
Integrated Advisors Network LLC trimmed2,376$220K0.0%2025-Q4 stale
Gradient Investments LLC trimmed2,340$220K0.0%2025-Q1 stale
Mariner, LLC added2,260$216K0.0%2025-Q3 stale
Sanctuary Advisors, LLC trimmed2,190$206K0.0%2025-Q3 stale
Fortress Wealth Management, Inc. trimmed2,117$202K0.0%2025-Q3 stale
COMERICA BANK added767$71K0.0%2025-Q4 stale
ANGELES WEALTH MANAGEMENT, LLC trimmed440$41K0.0%2025-Q4 stale
Capital Analysts, LLC new210$19K0.0%2025-Q2 stale
NewEdge Advisors, LLC150$14K0.0%2025-Q4 stale
LGT Financial Advisors LLC added115$11K0.0%2025-Q2 stale
Qube Research & Technologies Ltd trimmed109$10K0.0%2025-Q2 stale
Missouri Trust & Investment Co new61$6K0.0%2025-Q1 stale
Allworth Financial LP added27$3K0.0%2025-Q3 stale
Mattson Financial Services, LLC new12$1K0.0%2025-Q1 stale
AE Wealth Management LLC new11$1K0.0%2025-Q2 stale
IFP Advisors, Inc9$8330.0%2025-Q4 stale
ASSETMARK, INC trimmed7$6580.0%2025-Q1 stale
Cornerstone Planning Group LLC new4$3610.0%2025-Q1 stale
Ameritas Advisory Services, LLC new1$920.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership