BBRE(BBRE)
BBRE
Institutional Ownership
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
Top 72 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Versant Capital Management, Inc | 621 | Sep 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 4.23M | Jun 30, 26 | -158.44K | 36.69% |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 2.40M | Jun 30, 26 | -210.58K | 20.77% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.24M | Jun 30, 26 | +1.24M | 10.72% |
| Sixth Street Partners Management Company, L.P. | 1.24M | Jun 30, 26 | +1.24M | 10.72% |
| Alaska Permanent Capital Management | 489.70K | Jun 30, 26 | -17.30K | 4.24% |
| Global Endowment Management, LP | 427.28K | Jun 30, 26 | -9.28K | 3.70% |
| HighTower Advisors, LLC | 383.32K | Jun 30, 26 | -8.40K | 3.32% |
| BANK OF AMERICA CORP /DE/ | 368.68K | Jun 30, 26 | -2.47K | 3.20% |
| Bleakley Financial Group, LLC | 299.73K | Jun 30, 26 | +17.65K | 2.60% |
| Alaska Wealth Advisors | 282.33K | Jun 30, 26 | -3.88K | 2.45% |
| Concurrent Investment Advisors, LLC | 146.19K | Jun 30, 26 | +5.98K | 1.27% |
| MORGAN STANLEY | 145.92K | Jun 30, 26 | +16.55K | 1.26% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 135.48K | Jun 30, 26 | +9.60K | 1.17% |
| AMERIPRISE FINANCIAL INC | 26.91K | Jun 30, 26 | +26.91K | 0.23% |
| LPL Financial LLC | 26.82K | Jun 30, 26 | +9.24K | 0.23% |
| CI Private Wealth, LLC | 25.39K | Jun 30, 26 | -2.15K | 0.22% |
| GOLDMAN SACHS GROUP INC | 23.89K | Jun 30, 26 | +7.70K | 0.21% |
| UBS Group AG | 9.88K | Jun 30, 26 | +8.68K | 0.09% |
| Private Advisor Group, LLC | 8.44K | Jun 30, 26 | +1.97K | 0.07% |
| RAYMOND JAMES FINANCIAL INC | 8.16K | Jun 30, 26 | +5.02K | 0.07% |
| IFC & Insurance Marketing, Inc. | 5.91K | Jun 30, 26 | +26 | 0.05% |
| D. E. Shaw & Co., Inc. | 4.99K | Jun 30, 26 | +4.99K | 0.04% |
| CITADEL ADVISORS LLC | 4.39K | Jun 30, 26 | -13.37K | 0.04% |
| Peterson Wealth Advisors, LLC | 4.19K | Jun 30, 26 | +65 | 0.04% |
| Gladstone Institutional Advisory LLC | 3.17K | Jun 30, 26 | +768 | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.43K | Jun 30, 26 | -- | 0.02% |
| Farther Finance Advisors, LLC | 2.13K | Jun 30, 26 | +1 | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.07K | Jun 30, 26 | -25.81K | 0.02% |
| MML INVESTORS SERVICES, LLC | 2.06K | Jun 30, 26 | +2.06K | 0.02% |
| Financial Engines Advisors L.L.C. | 2.00K | Jun 30, 26 | +2.00K | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 1.55K | Jun 30, 26 | +280 | 0.01% |
| Tower Research Capital LLC (TRC) | 1.10K | Jun 30, 26 | -850 | 0.01% |
| KERR FINANCIAL PLANNING Corp | 925 | Jun 30, 26 | -- | 0.01% |
| ROYAL BANK OF CANADA | 811 | Jun 30, 26 | +417 | 0.01% |
| Aptus Capital Advisors, LLC | 758 | Jun 30, 26 | +61 | 0.01% |
| Rockefeller Capital Management L.P. | 620 | Jun 30, 26 | -72 | 0.01% |
| FIFTH THIRD BANCORP | 612 | Jun 30, 26 | -355 | 0.01% |
| Colonial Trust Co / SC | 286 | Jun 30, 26 | +3 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 189 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 163 | Jun 30, 26 | +163 | 0.00% |
| FMR LLC | 160 | Jun 30, 26 | +1 | 0.00% |
| Plante Moran Financial Advisors, LLC | 158 | Jun 30, 26 | +158 | 0.00% |
| NewEdge Advisors, LLC | 150 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 146 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 144 | Jun 30, 26 | +144 | 0.00% |
| PRIVATE TRUST CO NA | 140 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 119 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 62 | Jun 30, 26 | -- | 0.00% |
| Investors Research Corp | 50 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 34 | Jun 30, 26 | -- | 0.00% |
| IAG Wealth Partners, LLC | 32 | Jun 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 30 | Jun 30, 26 | -- | 0.00% |
| Allspring Global Investments Holdings, LLC | 26 | Jun 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 21 | Jun 30, 26 | +1 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 7 | Jun 30, 26 | +7 | 0.00% |
| TWO SIGMA INVESTMENTS, LP | -- | Jun 30, 26 | -45.40K | -- |
| SkyView Investment Advisors, LLC | -- | Jun 30, 26 | -2.37K | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -44 | -- |
| Mutual Advisors, LLC | -- | Jun 30, 26 | -3.21K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -129 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -135 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -174 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -4.75K | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -612 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -37 | -- |
| BAKER BOYER NATIONAL BANK | -- | Jun 30, 26 | -3.03K | -- |
| COMERICA BANK | 767 | Dec 31, 25 | +385 | 0.01% |
| Fortress Wealth Management, Inc. | 2.12K | Sep 30, 25 | -1.13K | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | -- | Dec 31, 19 | -1.71K | -- |
| BB&T SECURITIES, LLC | 2.42K | Sep 30, 19 | +2.42K | 0.02% |
| Lourd Capital, LLC | 63.59K | Jun 30, 19 | +7.66K | 0.55% |
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