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Funds Holding BBRE

On this page, we present all of the funds holding BBRE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BBRE, with a link to that fund's top holdings. The next columns indicate the amount of BBRE stock held by each of the funds holding BBRE, followed by the BBRE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 42 funds holding BBRE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by JPMorgan Chase & Co.. For more details on the positions held by JPMorgan Chase & Co. (or by any of the other funds holding BBRE), click the fund name in the "Holder" column of the funds-holding-BBRE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.3,587,496$320,543 12/31/2023
     BBRE3,587,496$320,543 12/31/2023
University of Texas Texas AM Investment Managment Co.2,454,017$219,266 12/31/2023
     BBRE2,454,017$219,266 12/31/2023
Global Endowment Management LP628,283$56,137 12/31/2023
     BBRE628,283$56,137 12/31/2023
HighTower Advisors LLC479,054$42,805 12/31/2023
     BBRE479,054$42,805 12/31/2023
Alaska Permanent Capital Management385,380$34,083 03/31/2024
     BBRE385,380$34,083 03/31/2024
Morgan Stanley208,423$18,623 12/31/2023
     BBRE208,423$18,623 12/31/2023
Bank of America Corp DE202,762$18,117 12/31/2023
     BBRE202,762$18,117 12/31/2023
State of Tennessee Treasury Department200,000$17,870 12/31/2023
     BBRE200,000$17,870 12/31/2023
APCM Wealth Management for Individuals167,186$14,793 03/31/2024
     BBRE167,186$14,793 03/31/2024
LPL Financial LLC61,395$5,486 12/31/2023
     BBRE61,395$5,486 12/31/2023
Fortress Wealth Management Inc.35,100$3,106 03/31/2024
     BBRE35,100$3,106 03/31/2024
Goldman Sachs Group Inc.26,512$2,369 12/31/2023
     BBRE26,512$2,369 12/31/2023
Susquehanna International Group LLP20,808$1,859 12/31/2023
     BBRE20,808$1,859 12/31/2023
Northwestern Mutual Wealth Management Co.16,775$1,499 12/31/2023
     BBRE16,775$1,499 12/31/2023
Citadel Advisors LLC12,421$1,110 12/31/2023
     BBRE12,421$1,110 12/31/2023
Flow Traders U.S. LLC10,022$895 12/31/2023
     BBRE10,022$895 12/31/2023
Atomi Financial Group Inc.9,626$860 12/31/2023
     BBRE9,626$860 12/31/2023
Mariner LLC9,232$825 12/31/2023
     BBRE9,232$825 12/31/2023
Integrated Wealth Concepts LLC5,815$520 12/31/2023
     BBRE5,815$520 12/31/2023
Private Advisor Group LLC4,830$432 12/31/2023
     BBRE4,830$432 12/31/2023
Horizon Family Wealth Inc.3,500$313 12/31/2023
     BBRE3,500$313 12/31/2023
GTS Securities LLC2,566$229 12/31/2023
     BBRE2,566$229 12/31/2023
Endowment Wealth Management Inc.2,394$214 12/31/2023
     BBRE2,394$214 12/31/2023
Integrated Advisors Network LLC2,360$211 12/31/2023
     BBRE2,360$211 12/31/2023
Royal Bank of Canada2,214$198 12/31/2023
     BBRE2,214$198 12/31/2023
Versant Capital Management Inc1,739$154 03/31/2024
     BBRE1,739$154 03/31/2024
Angeles Wealth Management LLC1,379$123 12/31/2023
     BBRE1,379$123 12/31/2023
Qube Research & Technologies Ltd917$82 12/31/2023
     BBRE917$82 12/31/2023
Advisor Group Holdings Inc.617$55 12/31/2023
     BBRE617$55 12/31/2023
Assetmark Inc.356$32 12/31/2023
     BBRE356$32 12/31/2023
Colonial Trust Co SC283$26 12/31/2023
     BBRE283$26 12/31/2023
Sound Income Strategies LLC199$18 03/31/2024
     BBRE199$18 03/31/2024
Founders Financial Alliance LLC146$13 12/31/2023
     BBRE146$13 12/31/2023
Steward Partners Investment Advisory LLC119$11 12/31/2023
     BBRE119$11 12/31/2023
Sandy Spring Bank50$4 12/31/2023
     BBRE50$4 12/31/2023
Investors Research Corp44$4 12/31/2023
     BBRE44$4 12/31/2023
Comerica Bank34$3 12/31/2023
     BBRE34$3 12/31/2023
Global Retirement Partners LLC25$2 03/31/2024
     BBRE25$2 03/31/2024
LGT Financial Advisors LLC24$2 12/31/2023
     BBRE24$2 12/31/2023
FMR LLC15$1 12/31/2023
     BBRE15$1 12/31/2023
Farther Finance Advisors LLC7$1 12/31/2023
     BBRE7$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     BBRE0$0 12/31/2023
Larson Financial Group LLC1$0 12/31/2023
     BBRE1$0 12/31/2023

See Summary: Institutional Holders of BBRE
See Details: Top 10 Hedge Funds Holding BBRE
Also See: BBRE Holdings Changes

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