§ EQUITY
USDBBRE
JPM BETABLDRS MSCI US REIT
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
31 increased/new, 12 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| JPMORGAN CHASE & CO | 4.0M | 0.0% | +4% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 2.6M | 36.3% | −4% |
| Alaska Permanent Capital Management, LLC | 507K | 3.4% | +3% |
| Global Endowment Management, LP | 437K | 4.7% | −13% |
| JPMORGAN CHASE & CO | 432K | 0.0% | n/a |
| HighTower Advisors, LLC | 392K | 0.0% | −29% |
◇ AC INTELLIGENCE
Top institutional owners for BBRE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
DEALER / BANK49.8% · 10 holders
OTHER48.7% · 40 holders
INCOME / DEFENSIVE1.3% · 2 holders
TACTICAL / MACRO0.2% · 1 holder
QUALITY / COMPOUNDER0.0% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BBRE in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BBRE yet.