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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 4,391,336 | $414M | 43.0% | 2026-Q1 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO trimmed | 2,606,805 | $249M | 25.9% | 2026-Q1 |
| Alaska Permanent Capital Management, LLC added | 506,997 | $49M | 5.0% | 2026-Q1 |
| Global Endowment Management, LP trimmed | 436,557 | $42M | 4.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 391,722 | $37M | 3.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 371,144 | $36M | 3.7% | 2026-Q1 |
| Alaska Wealth Advisors, LLC added | 286,209 | $27M | 2.8% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 282,087 | $27M | 2.8% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 140,215 | $13M | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 129,363 | $12M | 1.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 125,880 | $12M | 1.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 45,400 | $4M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,885 | $3M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 27,542 | $3M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 17,756 | $2M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 17,587 | $2M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 16,185 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 6,469 | $619K | 0.1% | 2026-Q1 |
| IFC & Insurance Marketing, Inc. trimmed | 5,884 | $563K | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 4,749 | $454K | 0.0% | 2026-Q1 |
| Peterson Wealth Advisors, LLC trimmed | 4,121 | $394K | 0.0% | 2026-Q1 |
| Mutual Advisors, LLC added | 3,215 | $308K | 0.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,137 | $300K | 0.0% | 2026-Q1 |
| BAKER BOYER NATIONAL BANK | 3,026 | $290K | 0.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 2,431 | $233K | 0.0% | 2026-Q1 |
| Gladstone Institutional Advisory LLC new | 2,407 | $230K | 0.0% | 2026-Q1 |
| SkyView Investment Advisors, LLC | 2,370 | $227K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 2,130 | $205K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 1,949 | $186K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,270 | $122K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 1,200 | $115K | 0.0% | 2026-Q1 |
| KERR FINANCIAL PLANNING Corp | 925 | $95K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 967 | $93K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 697 | $67K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 692 | $66K | 0.0% | 2026-Q1 |
| Versant Capital Management, Inc | 621 | $59K | 0.0% | 2026-Q1 |
| CITIGROUP INC new | 612 | $59K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA | 394 | $38K | 0.0% | 2026-Q1 |
| Colonial Trust Co / SC | 283 | $27K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 189 | $18K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 174 | $17K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 159 | $15K | 0.0% | 2026-Q1 |
| Founders Financial Alliance, LLC | 146 | $14K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 140 | $13K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 135 | $13K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC trimmed | 129 | $12K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 119 | $11K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC | 62 | $6K | 0.0% | 2026-Q1 |
| Investors Research Corp | 50 | $5K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 44 | $4K | 0.0% | 2026-Q1 |
| MAI Capital Management | 37 | $4K | 0.0% | 2026-Q1 |
| AMERIFLEX GROUP, INC. | 34 | $3K | 0.0% | 2026-Q1 |
| IAG Wealth Partners, LLC | 32 | $3K | 0.0% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 30 | $3K | 0.0% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC new | 26 | $3K | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. | 20 | $2K | 0.0% | 2026-Q1 |
| State of Tennessee, Department of Treasury | 190,288 | $18M | 1.9% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 34,588 | $3M | 0.3% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC added | 10,349 | $958K | 0.1% | 2025-Q4 stale |
| Compound Planning, Inc. added | 4,294 | $398K | 0.0% | 2025-Q4 stale |
| Newbridge Financial Services Group, Inc. trimmed | 3,698 | $353K | 0.0% | 2025-Q3 stale |
| Sigma Planning Corp added | 3,562 | $330K | 0.0% | 2025-Q4 stale |
| SIGNET FINANCIAL MANAGEMENT, LLC trimmed | 2,961 | $283K | 0.0% | 2025-Q3 stale |
| Financial Engines Advisors L.L.C. new | 2,608 | $241K | 0.0% | 2025-Q4 stale |
| 5T Wealth, LLC new | 2,406 | $222K | 0.0% | 2025-Q2 stale |
| Integrated Advisors Network LLC trimmed | 2,376 | $220K | 0.0% | 2025-Q4 stale |
| Gradient Investments LLC trimmed | 2,340 | $220K | 0.0% | 2025-Q1 stale |
| Mariner, LLC added | 2,260 | $216K | 0.0% | 2025-Q3 stale |
| Sanctuary Advisors, LLC trimmed | 2,190 | $206K | 0.0% | 2025-Q3 stale |
| Fortress Wealth Management, Inc. trimmed | 2,117 | $202K | 0.0% | 2025-Q3 stale |
| COMERICA BANK added | 767 | $71K | 0.0% | 2025-Q4 stale |
| ANGELES WEALTH MANAGEMENT, LLC trimmed | 440 | $41K | 0.0% | 2025-Q4 stale |
| Capital Analysts, LLC new | 210 | $19K | 0.0% | 2025-Q2 stale |
| NewEdge Advisors, LLC | 150 | $14K | 0.0% | 2025-Q4 stale |
| LGT Financial Advisors LLC added | 115 | $11K | 0.0% | 2025-Q2 stale |
| Qube Research & Technologies Ltd trimmed | 109 | $10K | 0.0% | 2025-Q2 stale |
| Missouri Trust & Investment Co new | 61 | $6K | 0.0% | 2025-Q1 stale |
| Allworth Financial LP added | 27 | $3K | 0.0% | 2025-Q3 stale |
| Mattson Financial Services, LLC new | 12 | $1K | 0.0% | 2025-Q1 stale |
| AE Wealth Management LLC new | 11 | $1K | 0.0% | 2025-Q2 stale |
| IFP Advisors, Inc | 9 | $833 | 0.0% | 2025-Q4 stale |
| ASSETMARK, INC trimmed | 7 | $658 | 0.0% | 2025-Q1 stale |
| Cornerstone Planning Group LLC new | 4 | $361 | 0.0% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC new | 1 | $92 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.