We are live on ! Find out more
BBRE icon

JPMorgan BetaBuilders MSCI US REIT ETF

57 hedge funds and large institutions have $892M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $839M → $892M (+$53M)

2% more funds holding

Funds holding: 5657 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.02% less ownership

Funds ownership: 93.95%93.93% (-0.02%)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
20
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$395M +$6.96M +74,483 +2%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$256M +$8.91M +95,274 +4%
HighTower Advisors
3
HighTower Advisors
Illinois
$53M +$1.1M +11,724 +2%
APCM
4
Alaska Permanent Capital Management
Alaska
$48.6M +$1.68M +17,959 +4%
GEM
5
Global Endowment Management
North Carolina
$36.1M -$1.05M -11,183 -3%
Bank of America
6
Bank of America
North Carolina
$33.7M +$2.04M +21,827 +7%
AWA
7
Alaska Wealth Advisors
Alaska
$25.4M +$2.46M +26,264 +11%
Morgan Stanley
8
Morgan Stanley
New York
$12.3M -$4.11M -43,939 -25%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$10.7M +$549K +5,869 +6%
Corient Private Wealth
10
Corient Private Wealth
Florida
$3.7M -$330K -3,525 -8%
UBS Group
11
UBS Group
Switzerland
$2.77M -$396K -4,231 -13%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.61M +$2.55M +27,319 New
FTUS
13
Flow Traders U.S.
New York
$2.45M +$2.4M +25,701 New
Goldman Sachs
14
Goldman Sachs
New York
$1.71M -$780K -8,342 -32%
LPL Financial
15
LPL Financial
California
$1.41M +$125K +1,335 +10%
BCI
16
Brinker Capital Investments
Pennsylvania
$915K +$173K +1,850 +24%
PAG
17
Private Advisor Group
New Jersey
$816K +$4.86K +52 +0.6%
TRCT
18
Tower Research Capital (TRC)
New York
$477K +$448K +4,793 +2,397%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$432K +$159K +1,703 +60%
PWA
20
Peterson Wealth Advisors
Utah
$428K -$20.3K -217 -5%
AFG
21
Atomi Financial Group
New York
$353K -$5.7K -61 -2%
NFSG
22
Newbridge Financial Services Group
Florida
$353K -$5.7K -61 -2%
SPC
23
Sigma Planning Corp
Michigan
$315K +$23K +246 +8%
MA
24
Mutual Advisors
Nebraska
$306K -$393K -4,200 -57%
SFM
25
Signet Financial Management
New Jersey
$283K -$42.6K -456 -13%

BBRE Hedge Fund Activity: Q3 2025 in Review

57 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q3 2025, worth a combined $892M — up 6.3% from $839M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BBRE positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 16 trimmed.

The largest buyer was University of Texas/Texas AM Investment Management Co (UTIMCO), adding an estimated $8.91M. The largest seller was Morgan Stanley, cutting an estimated $4.11M.

  • 57 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q3 2025, up from 56 in Q2 2025.
  • Funds reported $892M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 9 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q3 2025 and 8 closed out, a net change of +1 holder.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q3 2025 was University of Texas/Texas AM Investment Management Co (UTIMCO), an estimated $8.91M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q3 2025 was Morgan Stanley, an estimated $4.11M sold.

Based on aggregated 13F filings for Q3 2025.