Who owns BLUEROCK PVT REAL ESTATE FD?
- Ticker: BPRE
- CUSIP Number: 09631p102
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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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors | 4.4M | $66M | 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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| 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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| 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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| 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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| Turning Point Benefit Group | 336k | $5.0M | 100% | Dec 2025 |
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| Cathy Pareto & Associates | 300k | $4.5M | 100% | Dec 2025 |
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| Pinkerton Retirement Specialists | 257k | $3.9M | 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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| 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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| Schubert & Co | 204k | $3.1M | 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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| Advisor OS | 184k | $2.8M | 100% | Dec 2025 |
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| Mjp Associates | 184k | $2.8M | 100% | Dec 2025 |
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| Lakeridge Wealth Management | 179k | $2.7M | 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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| 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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| Strategic Blueprint | 144k | $2.2M | 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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| Integrity Advisory Solutions | 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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| Mutual Advisors | 118k | $1.8M | 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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| CX Institutional | 91k | $1.4M | 100% | Dec 2025 |
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| Socha Financial Group | 90k | $1.3M | 100% | Dec 2025 |
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| Summit Investment Advisory Services | 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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| 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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| Welch Financial Planning | 74k | $1.1M | 100% | Dec 2025 |
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| Summit Financial Wealth Advisors | 72k | $1.1M | 100% | Dec 2025 |
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| LongView Wealth Management | 70k | $1.1M | 100% | Dec 2025 |
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| Blackhawk Capital Partners | 67k | $1.0M | 100% | Dec 2025 |
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| UBS Group | 64k | $960k | 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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| Hrc Wealth Management | 47k | $701k | 100% | Dec 2025 |
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| Davenport & Co | 46k | $695k | 100% | Dec 2025 |
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| Bellevue Asset Management | 46k | $681k | 100% | Dec 2025 |
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| Csenge Advisory Group | 45k | $676k | 100% | Dec 2025 |
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| Milestone Asset Management | 40k | $595k | 100% | Dec 2025 |
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| United Advisor Group | 38k | $573k | 100% | Dec 2025 |
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| Chicago Partners Investment | 38k | $593k | 100% | Dec 2025 |
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| Capital Investment Counsel | 36k | $546k | 100% | Dec 2025 |
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| Fiduciary Alliance | 36k | $539k | 100% | Dec 2025 |
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| RMR Wealth Builders | 36k | $536k | 100% | Dec 2025 |
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| Savvy Advisors | 35k | $522k | 100% | Dec 2025 |
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| Prime Capital Investment Advisors | 35k | $520k | 100% | Dec 2025 |
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| Spinnaker Investment Group | 33k | $495k | 100% | Dec 2025 |
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| Bleakley Financial Group | 33k | $489k | 100% | Dec 2025 |
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| LRI Investments | 32k | $485k | 100% | Dec 2025 |
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| PFG Investments | 31k | $458k | 100% | Dec 2025 |
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| Intelligence Driven Advisers | 31k | $457k | 100% | Dec 2025 |
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| CLG | 29k | $437k | 100% | Dec 2025 |
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| Willner & Heller | 26k | $393k | 100% | Dec 2025 |
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| Sage Mountain Advisors | 25k | $375k | 100% | Dec 2025 |
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| Providence Wealth Advisors | 25k | $376k | 100% | Dec 2025 |
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| TrueMark Investments | 24k | $361k | 100% | Dec 2025 |
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| EverSource Wealth Advisors | 24k | $355k | 100% | Dec 2025 |
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| Sound View Wealth Advisors Group | 24k | $352k | 100% | Dec 2025 |
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| Magnolia Private Wealth | 23k | $351k | 100% | Dec 2025 |
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| Professional Financial Advisors | 22k | $333k | 100% | Dec 2025 |
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| Kingswood Wealth Advisors | 21k | $311k | 100% | Dec 2025 |
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| Keybank National Association | 21k | $309k | 100% | Dec 2025 |
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| Cooper Financial Group | 19k | $279k | 100% | Dec 2025 |
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| BIP Wealth | 18k | $276k | 100% | Dec 2025 |
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| PFG Advisors | 18k | $271k | 100% | Dec 2025 |
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| Intrua Financial | 18k | $269k | 100% | Dec 2025 |
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| Rsm Us Wealth Management | 18k | $269k | 100% | Dec 2025 |
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| SeaCrest Wealth Management | 18k | $263k | 100% | Dec 2025 |
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| Tucker Asset Management | 18k | $266k | 100% | Dec 2025 |
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| Axxcess Wealth Management | 18k | $262k | 100% | Dec 2025 |
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| Total Clarity Wealth Management | 17k | $259k | 100% | Dec 2025 |
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| Signal Advisors Wealth | 17k | $251k | 100% | Dec 2025 |
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| American Institute for Advanced Investment Management | 17k | $251k | 100% | Dec 2025 |
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| Weatherly Asset Management | 16k | $246k | 100% | Dec 2025 |
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| AJ Advisors | 16k | $243k | 100% | Dec 2025 |
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| Brucke Financial | 15k | $230k | 100% | Dec 2025 |
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| Miracle Mile Advisors | 15k | $222k | 100% | Dec 2025 |
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| Belpointe Asset Management | 15k | $218k | 100% | Dec 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 15k | $217k | 100% | Dec 2025 |
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| 25 | 13k | $189k | 100% | Dec 2025 |
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| Sax Wealth Advisors | 13k | $187k | 100% | Dec 2025 |
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| D.A. Davidson & Co. | 12k | $183k | 100% | Dec 2025 |
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| Robertson Stephens Wealth Management | 12k | $180k | 100% | Dec 2025 |
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| Oregon Pacific Wealth Management | 12k | $173k | 100% | Dec 2025 |
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| Apollon Wealth Management | 12k | $172k | 100% | Dec 2025 |
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| Applied Capital | 11k | $164k | 100% | Dec 2025 |
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| KWB Wealth | 11k | $162k | 100% | Dec 2025 |
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| IFP Advisors | 11k | $157k | 100% | Dec 2025 |
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| BOS Asset Management | 10k | $151k | 100% | Dec 2025 |
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| Legacy Wealth Managment | 8.6k | $129k | 100% | Dec 2025 |
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| Cary Street Partner Investment Advisory | 7.0k | $105k | 100% | Dec 2025 |
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| Arlington Trust | 6.5k | $97k | 100% | Dec 2025 |
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| Pnc Financial Services | 6.0k | $90k | 100% | Dec 2025 |
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| Ronald Blue Trust | 5.6k | $84k | 100% | Dec 2025 |
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| DiNuzzo Private Wealth | 5.4k | $82k | 100% | Dec 2025 |
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| Asset Dedication | 4.2k | $63k | 100% | Dec 2025 |
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| Massmutual Trust | 4.1k | $61k | 100% | Dec 2025 |
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| TD Waterhouse Canada | 4.0k | $60k | 100% | Dec 2025 |
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| Brian McDonald | 3.6k | $55k | 100% | Dec 2025 |
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| GHP Investment Advisors | 3.6k | $54k | 100% | Dec 2025 |
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| Central Trust & Investment | 3.5k | $53k | 100% | Dec 2025 |
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| Reyes Financial Architecture | 3.1k | $46k | 100% | Dec 2025 |
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| Smithfield Trust Company | 2.9k | $44k | 100% | Dec 2025 |
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| New Millennium Group | 2.5k | $38k | 100% | Dec 2025 |
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| Kingdom Financial Group | 2.0k | $30k | 100% | Dec 2025 |
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| WPG Advisers | 1.9k | $28k | 100% | Dec 2025 |
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| Dunhill Financial | 1.4k | $21k | 100% | Dec 2025 |
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| Fifth Third Bancorp | 1.2k | $17k | 100% | Dec 2025 |
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| Quest 10 Wealth Builders | 1.1k | $16k | 100% | Dec 2025 |
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| Assetmark | 1.0k | $15k | 100% | Dec 2025 |
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| GPS Wealth Strategies Group | 932.00 | $14k | 100% | Dec 2025 |
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| Creative Financial Designs | 677.00 | $10k | 100% | Dec 2025 |
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| Lloyd Advisory Services | 628.00 | $9.4k | 100% | Dec 2025 |
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| Lodestone Wealth Management | 547.00 | $8.2k | 100% | Dec 2025 |
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| Barrett & Company | 519.00 | $7.8k | 100% | Dec 2025 |
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