JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
55 hedge funds and large institutions have $1.16B invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2026 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
23% more capital invested
Capital invested by funds: $939M → $1.16B (+$218M)
1.02% less ownership
Funds ownership: 91.83% → 90.81% (-1%)
4% less funds holding
Funds holding: 57 → 55 (-2)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$129M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.8M |
| 3 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
+$1.84M |
| 4 |
Morgan Stanley
New York
|
+$1.72M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$999K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
-$21.9M |
| 2 |
JP Morgan Chase
New York
|
-$16.5M |
| 3 |
Two Sigma Investments
New York
|
-$4.34M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.69M |
| 5 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$1.8M |
BBRE Hedge Fund Activity: Q2 2026 in Review
55 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q2 2026, worth a combined $1.16B — up 23% from $939M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BBRE and 9 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 19 added.
The largest buyer was Charles Schwab, opening a new position worth an estimated $129M. The largest seller was University of Texas/Texas AM Investment Management Co (UTIMCO), cutting an estimated $21.9M.
- 55 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q2 2026, down from 57 in Q1 2026.
- Funds reported $1.16B of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q2 2026, up 23% quarter-over-quarter.
- 9 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q2 2026 and 10 closed out, a net change of -1 holder.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q2 2026 was Charles Schwab, an estimated $129M added.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q2 2026 was University of Texas/Texas AM Investment Management Co (UTIMCO), an estimated $21.9M sold.
Based on aggregated 13F filings for Q2 2026.