Who owns BLUEROCK PVT REAL ESTATE FD?

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Analyze quarterly positions in Bluerock Pvt Real Estate with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Bluerock Pvt Real Estate stock

Who bought or sold BLUEROCK PVT REAL ESTATE FD this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Captrust Financial Advisors 7.9M $118M 100% Dec 2025
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LPL Financial 5.5M $82M 100% Dec 2025
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Cambridge Investment Research Advisors 4.4M $66M 100% Dec 2025
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Northwestern Mutual Wealth Management Company 4.3M $64M 100% Dec 2025
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Cetera Investment Advisers 3.2M $48M 100% Dec 2025
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Colony 3.2M $48M 100% Dec 2025
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Advisor Group Holdings 1.5M $23M 100% Dec 2025
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Traphagen Investment Advisors 1.1M $17M 100% Dec 2025
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Quadrant Private Wealth Management 1.1M $17M 100% Dec 2025
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HighTower Advisors 1.0M $15M 100% Dec 2025
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Sunbelt Securities 1.0M $15M 100% Dec 2025
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Pasadena Private Wealth 996k $15M 100% Dec 2025
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Jane Street 904k $14M 100% Dec 2025
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Thomas J. Herzfeld Advisors 855k $13M 100% Dec 2025
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Wells Fargo & Company 777k $12M 100% Dec 2025
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BSW Wealth Partners 552k $8.3M 100% Dec 2025
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Brookstone Capital Management 532k $8.0M 100% Dec 2025
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Callan Family Office 515k $7.7M 100% Dec 2025
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Arkadios Wealth Advisors 505k $7.6M 100% Dec 2025
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Modern Wealth Management 462k $6.9M 100% Dec 2025
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Octavia Wealth Advisors 427k $6.4M 100% Dec 2025
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Guardian Financial Partners 423k $6.3M 100% Dec 2025
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Integrated Wealth Concepts 402k $6.0M 100% Dec 2025
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Soltis Investment Advisors 386k $5.8M 100% Dec 2025
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Sanctuary Advisors 356k $5.3M 100% Dec 2025
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Honkamp Krueger Financial Services 354k $5.3M 100% Dec 2025
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Sit Investment Associates 350k $5.3M 100% Dec 2025
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SCS Capital Management 350k $5.2M 100% Dec 2025
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Creative Planning 348k $5.2M 100% Dec 2025
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Turning Point Benefit Group 336k $5.0M 100% Dec 2025
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Mariner Wealth Advisors 305k $4.6M 100% Dec 2025
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Cathy Pareto & Associates 300k $4.5M 100% Dec 2025
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Commonwealth Equity Services 296k $4.4M 100% Dec 2025
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HPM Partners 295k $4.4M 100% Dec 2025
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Atomi Financial Group 274k $4.1M 100% Dec 2025
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Pinkerton Retirement Specialists 257k $3.9M 100% Dec 2025
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Beacon Pointe Advisors 256k $3.8M 100% Dec 2025
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J.w. Cole Advisors 256k $3.8M 100% Dec 2025
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Rossby Financial, LCC 255k $3.8M 100% Dec 2025
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Aptus Capital Advisors 248k $3.7M 100% Dec 2025
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Brooklyn Capital Management 243k $3.6M 100% Dec 2025
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Nova R Wealth 237k $3.5M 100% Dec 2025
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AE Wealth Management 235k $3.5M 100% Dec 2025
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Sherman Porfolios 230k $3.5M 100% Dec 2025
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Guardian Wealth Advisors, Llc / Nc 229k $3.4M 100% Dec 2025
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Centaurus Financial 227k $3.4M 100% Dec 2025
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Kestra Advisory Services 226k $3.4M 100% Dec 2025
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Deschutes Portfolio Strategy 225k $3.4M 100% Dec 2025
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Capital Investment Advisory Services 223k $3.4M 100% Dec 2025
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Almitas Capital 212k $3.2M 100% Dec 2025
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Raymond James Financial 209k $3.1M 100% Dec 2025
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Schubert & Co 204k $3.1M 100% Dec 2025
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LaSalle St. Investment Advisors 197k $3.0M 100% Dec 2025
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Perigon Wealth Management 197k $2.9M 100% Dec 2025
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Family Office Research 191k $2.9M 100% Dec 2025
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Goss Wealth Management 189k $2.8M 100% Dec 2025
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Arete Wealth Advisors 186k $2.8M 100% Dec 2025
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Advisor OS 184k $2.8M 100% Dec 2025
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Mjp Associates 184k $2.8M 100% Dec 2025
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Coppell Advisory Solutions 184k $2.8M 100% Dec 2025
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Lakeridge Wealth Management 179k $2.7M 100% Dec 2025
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Calton & Associates 175k $2.6M 100% Dec 2025
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Advisory Alpha 174k $2.6M 100% Dec 2025
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Greenup Street Wealth Management 172k $2.6M 100% Dec 2025
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AlphaStar Capital Management 170k $2.6M 100% Dec 2025
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Virtu Financial 170k $2.5M 100% Dec 2025
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Union Bankshares 166k $2.5M 100% Dec 2025
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Paradigm Financial Partners 159k $2.4M 100% Dec 2025
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Western Wealth Management 154k $2.3M 100% Dec 2025
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Warren Averett Asset Management 154k $2.3M 100% Dec 2025
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WealthPoint Financial 147k $2.2M 100% Dec 2025
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Strategic Blueprint 144k $2.2M 100% Dec 2025
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Ausdal Financial Partners 143k $2.1M 100% Dec 2025
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Foundations Investment Advisors 140k $2.1M 100% Dec 2025
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Envestnet Portfolio Solutions 139k $2.1M 100% Dec 2025
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Cornerstone Advisory 139k $2.1M 100% Dec 2025
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JBR Co Financial Management 135k $2.0M 100% Dec 2025
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Kickstand Ventures 134k $2.0M 100% Dec 2025
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IFG Advisory 132k $2.0M 100% Dec 2025
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Integrity Advisory Solutions 131k $2.0M 100% Dec 2025
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Kropog Financial Group 131k $2.0M 100% Dec 2025
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Madrona Financial Services 125k $1.9M 100% Dec 2025
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TSFG 124k $1.9M 100% Dec 2025
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Berkeley 122k $1.8M 100% Dec 2025
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Frank. Day 121k $1.8M 100% Dec 2025
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Marex Group 118k $1.8M 100% Dec 2025
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Mutual Advisors 118k $1.8M 100% Dec 2025
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SageView Advisory Group 117k $1.7M 100% Dec 2025
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Wealth Enhancement Advisory Services 112k $1.7M 100% Dec 2025
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Global Retirement Partners 112k $1.7M 100% Dec 2025
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BCJ Capital Management 111k $1.7M 100% Dec 2025
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Naviter Wealth 108k $1.6M 100% Dec 2025
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Stratos Wealth Partners 108k $1.6M 100% Dec 2025
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Glass Jacobson Investment Advisors 107k $1.6M 100% Dec 2025
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Ignite Planners 106k $1.8M 100% Dec 2025
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Veracity Capital 106k $1.6M 100% Dec 2025
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Dudley Capital Management 103k $1.6M 100% Dec 2025
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Wealthcare Advisory Partners 101k $1.5M 100% Dec 2025
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CWM 95k $1.4M 100% Dec 2025
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Us Bancorp 93k $1.4M 100% Dec 2025
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Patriot Financial Group Insurance Agency 91k $1.4M 100% Dec 2025
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CLS Investments 91k $1.4M 100% Dec 2025
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CX Institutional 91k $1.4M 100% Dec 2025
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Private Advisor 90k $1.4M 100% Dec 2025
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Socha Financial Group 90k $1.3M 100% Dec 2025
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Koshinski Asset Management 89k $1.3M 100% Dec 2025
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Summit Investment Advisory Services 87k $1.3M 100% Dec 2025
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WCG Wealth Advisors 87k $1.3M 100% Dec 2025
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Silver Oak Securities 87k $1.3M 100% Dec 2025
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Branch Banking & Trust Company 86k $1.3M 100% Dec 2025
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AMJ Financial Wealth Management 80k $1.2M 100% Dec 2025
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Drive Wealth Management 80k $1.2M 100% Dec 2025
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RHS Financial 79k $1.2M 100% Dec 2025
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Dynamic Advisors Solutions 78k $1.2M 100% Dec 2025
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Berger Financial Group 77k $1.2M 100% Dec 2025
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IHT Wealth Management 77k $1.2M 100% Dec 2025
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Gallacher Capital Management 77k $1.2M 100% Dec 2025
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Welch Financial Planning 74k $1.1M 100% Dec 2025
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Rockefeller Capital Management 74k $1.1M 100% Dec 2025
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SlateStone Wealth 73k $1.1M 100% Dec 2025
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Resources Investment Advisors 72k $1.1M 100% Dec 2025
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Summit Financial Wealth Advisors 72k $1.1M 100% Dec 2025
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Intl Fcstone 71k $1.1M 100% Dec 2025
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LongView Wealth Management 70k $1.1M 100% Dec 2025
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Stratos Wealth Advisors 69k $1.0M 100% Dec 2025
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Financial Gravity Wealth 69k $1.0M 100% Dec 2025
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Blackhawk Capital Partners 67k $1.0M 100% Dec 2025
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Envestnet Asset Management 66k $984k 100% Dec 2025
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UBS Group 64k $960k 100% Dec 2025
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SRS Capital Advisors 61k $916k 100% Dec 2025
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Trademark Financial Management 59k $886k 100% Dec 2025
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Farther Finance Advisors 58k $873k 100% Dec 2025
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Cary Street Partners Financial 56k $841k 100% Dec 2025
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Merit Financial Group 55k $827k 100% Dec 2025
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Stewardship Advisors 52k $775k 100% Dec 2025
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World Equity Group 50k $756k 100% Dec 2025
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Retirement Financial Solutions 50k $754k 100% Dec 2025
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Claro Advisors 50k $753k 100% Dec 2025
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WBI Investments 49k $729k 100% Dec 2025
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Equitable Holdings 49k $729k 100% Dec 2025
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Hrc Wealth Management 47k $701k 100% Dec 2025
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Davenport & Co 46k $695k 100% Dec 2025
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International Assets Investment Management 46k $685k 100% Dec 2025
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Bellevue Asset Management 46k $681k 100% Dec 2025
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Baird Financial 45k $680k 100% Dec 2025
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Csenge Advisory Group 45k $676k 100% Dec 2025
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Tcfg Wealth Management 45k $667k 100% Dec 2025
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Tradition Wealth Management 44k $656k 100% Dec 2025
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Bank Of Oklahoma National Association / 42k $627k 100% Dec 2025
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Rehmann Capital Advisory 41k $340k 100% Dec 2025
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