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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 7.9M | $118M | 100% | Dec 2025 |
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| LPL Financial | 5.8M | $96M | 6% | Mar 2026 |
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| Cambridge Investment Research Advisors | 4.5M | $74M | 2% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 3.4M | $57M | -20% | Mar 2026 |
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| Cetera Investment Advisers | 3.2M | $53M | 0% | Mar 2026 |
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| Colony | 3.2M | $48M | 100% | Dec 2025 |
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| Saba Capital Management | 3.1M | $46M | 100% | Dec 2025 |
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| Midland Wealth Advisors | 2.5M | $42M | 100% | Mar 2026 |
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| Quadrant Private Wealth Management | 1.9M | $32M | 74% | Mar 2026 |
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| Pasadena Private Wealth | 1.9M | $31M | 89% | Mar 2026 |
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| Advisor Group Holdings | 1.5M | $23M | 100% | Dec 2025 |
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| Traphagen Investment Advisors | 1.2M | $19M | 2% | Mar 2026 |
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| Independent Financial Group | 1.1M | $18M | 100% | Mar 2026 |
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| HighTower Advisors | 1.0M | $17M | 1% | Mar 2026 |
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| Sunbelt Securities | 1.0M | $15M | 100% | Dec 2025 |
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| Rivernorth Capital Management | 1.0M | $15M | 100% | Dec 2025 |
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| Stratos Wealth Partners | 703k | $12M | 551% | Mar 2026 |
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| BSW Wealth Partners | 535k | $8.9M | -3% | Mar 2026 |
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| Brookstone Capital Management | 516k | $8.6M | -3% | Mar 2026 |
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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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| Callan Family Office | 433k | $7.2M | -16% | Mar 2026 |
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| Citadel Advisors | 430k | $6.4M | 100% | Dec 2025 |
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| Creative Planning | 427k | $7.1M | 23% | Mar 2026 |
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| Guardian Financial Partners | 423k | $7.0M | 0% | Mar 2026 |
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| Octavia Wealth Advisors | 415k | $6.9M | -3% | Mar 2026 |
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| Wilkerson Advisory Group | 413k | $6.9M | 100% | Mar 2026 |
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| Aptus Capital Advisors | 413k | $6.9M | 66% | Mar 2026 |
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| Mount Yale Investment Advisors | 410k | $6.8M | 1057% | Mar 2026 |
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| Integrated Wealth Concepts | 402k | $6.0M | 100% | Dec 2025 |
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| Envestnet Asset Management | 401k | $6.7M | 512% | Mar 2026 |
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| Brooklyn Capital Management | 373k | $6.2M | 54% | Mar 2026 |
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| Thomas J. Herzfeld Advisors | 363k | $6.0M | -58% | Mar 2026 |
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| SCS Capital Management | 347k | $5.8M | -1% | Mar 2026 |
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| Soltis Investment Advisors | 347k | $5.8M | -10% | Mar 2026 |
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| Honkamp Krueger Financial Services | 345k | $5.7M | -3% | Mar 2026 |
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| Wells Fargo & Company | 343k | $5.7M | -56% | Mar 2026 |
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| National Asset Management | 309k | $5.0M | 672% | Mar 2026 |
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| HPM Partners | 295k | $4.4M | 100% | Dec 2025 |
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| Davenport & Co | 289k | $4.8M | 524% | Mar 2026 |
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| Sanctuary Advisors | 288k | $4.8M | -19% | Mar 2026 |
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| Sit Investment Associates | 285k | $4.7M | -19% | Mar 2026 |
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| Atomi Financial Group | 274k | $4.1M | 100% | Dec 2025 |
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| Pinkerton Retirement Specialists | 257k | $3.8M | 0% | Mar 2026 |
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| Beacon Pointe Advisors | 256k | $3.8M | 100% | Dec 2025 |
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| Commonwealth Equity Services | 250k | $4.1M | -16% | Mar 2026 |
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| Apollo Management Holdings | 249k | $3.7M | 100% | Dec 2025 |
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| Deschutes Portfolio Strategy | 246k | $4.1M | 9% | Mar 2026 |
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| Rossby Financial, LCC | 235k | $3.9M | -8% | Mar 2026 |
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| Nova R Wealth | 233k | $3.9M | -2% | Mar 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 229k | $3.4M | 100% | Dec 2025 |
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| Capital Investment Advisory Services | 228k | $3.8M | 2% | Mar 2026 |
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| Sherman Porfolios | 228k | $3.8M | -1% | Mar 2026 |
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| Centaurus Financial | 227k | $3.4M | 100% | Dec 2025 |
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| AlphaStar Capital Management | 227k | $3.8M | 33% | Mar 2026 |
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| Cathy Pareto & Associates | 223k | $3.7M | -26% | Mar 2026 |
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| Lido Advisors | 216k | $3.6M | 100% | Mar 2026 |
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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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| Mariner Wealth Advisors | 206k | $3.4M | -32% | Mar 2026 |
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| Uniting Wealth Partners | 202k | $3.4M | 100% | Mar 2026 |
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| Perigon Wealth Management | 199k | $3.3M | 1% | Mar 2026 |
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| LaSalle St. Investment Advisors | 198k | $3.3M | 1% | Mar 2026 |
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| Family Office Research | 192k | $3.2M | 1% | Mar 2026 |
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| Rockefeller Capital Management | 192k | $3.2M | 160% | Mar 2026 |
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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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| Coppell Advisory Solutions | 184k | $2.8M | 100% | Dec 2025 |
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| Closed-End Fund Advisors | 178k | $3.0M | 100% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 177k | $2.9M | 95% | Mar 2026 |
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| Lakeridge Wealth Management | 177k | $2.9M | -1% | Mar 2026 |
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| AE Wealth Management | 175k | $2.9M | -26% | Mar 2026 |
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| Virtu Financial | 170k | $2.5M | 100% | Dec 2025 |
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| Kestra Advisory Services | 164k | $2.7M | -27% | Mar 2026 |
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| Union Bankshares | 160k | $2.7M | -3% | Mar 2026 |
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| D.A. Davidson & Co. | 158k | $2.6M | 1190% | Mar 2026 |
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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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| Paradigm Financial Partners | 153k | $2.5M | -4% | Mar 2026 |
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| Strategic Blueprint | 150k | $2.5M | 5% | Mar 2026 |
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| WealthPoint Financial | 147k | $2.2M | 0% | Mar 2026 |
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| JBR Co Financial Management | 135k | $2.0M | 0% | Mar 2026 |
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| Kropog Financial Group | 134k | $2.2M | 2% | Mar 2026 |
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| Kickstand Ventures | 133k | $2.2M | -1% | Mar 2026 |
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| Ausdal Financial Partners | 131k | $2.2M | -8% | Mar 2026 |
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| Envestnet Portfolio Solutions | 129k | $2.1M | -7% | Mar 2026 |
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| Dudley Capital Management | 128k | $2.1M | 24% | Mar 2026 |
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| Sterneck Capital Management | 126k | $2.1M | 100% | Mar 2026 |
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| World Equity Group | 125k | $2.1M | 148% | Mar 2026 |
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| Madrona Financial Services | 121k | $2.0M | -3% | Mar 2026 |
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| Noble Wealth Management PBC | 121k | $2.0M | 100% | Mar 2026 |
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| Cary Street Partners Financial | 119k | $2.0M | 111% | Mar 2026 |
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| SageView Advisory Group | 117k | $1.7M | 100% | Dec 2025 |
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| Global Retirement Partners | 112k | $1.7M | 100% | Dec 2025 |
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| Financial Gravity Wealth | 112k | $1.9M | 63% | Mar 2026 |
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| BCJ Capital Management | 112k | $1.9M | 1% | Mar 2026 |
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| TSFG | 112k | $1.9M | -10% | Mar 2026 |
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| Naviter Wealth | 110k | $1.8M | 1% | Mar 2026 |
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| Veracity Capital | 106k | $1.8M | 0% | Mar 2026 |
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| Mutual Advisors | 105k | $1.7M | -11% | Mar 2026 |
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| Ignite Planners | 103k | $1.7M | -3% | Mar 2026 |
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| Umb Bank N A | 102k | $1.7M | 100% | Mar 2026 |
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| Integrity Advisory Solutions | 102k | $1.7M | -22% | Mar 2026 |
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| Glass Jacobson Investment Advisors | 101k | $1.7M | -5% | Mar 2026 |
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| Calton & Associates | 101k | $1.7M | -42% | Mar 2026 |
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| Frank. Day | 97k | $1.6M | -20% | Mar 2026 |
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| Foundations Investment Advisors | 97k | $1.6M | -31% | Mar 2026 |
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| CWM | 95k | $1.4M | 100% | Dec 2025 |
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| Kingswood Wealth Advisors | 94k | $1.6M | 352% | Mar 2026 |
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| Us Bancorp | 93k | $1.4M | 100% | Dec 2025 |
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| Bellevue Asset Management | 92k | $1.5M | 102% | Mar 2026 |
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| Wealthcare Advisory Partners | 90k | $1.5M | -11% | Mar 2026 |
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| Dynamic Advisors Solutions | 89k | $1.5M | 15% | Mar 2026 |
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| Spinnaker Investment Group | 89k | $1.5M | 170% | Mar 2026 |
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| Silver Oak Securities | 85k | $1.4M | -2% | Mar 2026 |
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| CX Institutional | 85k | $1.4M | -7% | Mar 2026 |
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| Branch Banking & Trust Company | 83k | $1.4M | -3% | Mar 2026 |
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| Magnolia Private Wealth | 83k | $1.4M | 253% | Mar 2026 |
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| WCG Wealth Advisors | 82k | $1.4M | -5% | Mar 2026 |
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| Koshinski Asset Management | 81k | $1.3M | -8% | Mar 2026 |
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| AMJ Financial Wealth Management | 80k | $1.3M | 0% | Mar 2026 |
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| Summit Investment Advisory Services | 79k | $1.3M | -10% | Mar 2026 |
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| Berkeley | 79k | $1.3M | -36% | Mar 2026 |
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| Drive Wealth Management | 78k | $1.3M | -3% | Mar 2026 |
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| RHS Financial | 77k | $1.3M | -3% | Mar 2026 |
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| IHT Wealth Management | 77k | $1.2M | 100% | Dec 2025 |
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| Mml Investors Services | 76k | $1.3M | 100% | Mar 2026 |
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| Blackhawk Capital Partners | 76k | $1.3M | 14% | Mar 2026 |
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| Resources Investment Advisors | 73k | $1.2M | 1% | Mar 2026 |
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| Summit Financial Wealth Advisors | 72k | $1.1M | 100% | Dec 2025 |
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| Gallacher Capital Management | 72k | $1.2M | -6% | Mar 2026 |
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| Welch Financial Planning | 71k | $1.2M | -4% | Mar 2026 |
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| Intl Fcstone | 70k | $1.2M | -2% | Mar 2026 |
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| Berger Financial Group | 68k | $1.1M | -12% | Mar 2026 |
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| Stratos Wealth Advisors | 67k | $1.1M | -3% | Mar 2026 |
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| SlateStone Wealth | 66k | $1.1M | -10% | Mar 2026 |
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| Fifth Third Bancorp | 63k | $1.1M | 5414% | Mar 2026 |
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| Claro Advisors | 62k | $1.0M | 23% | Mar 2026 |
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| Schubert & Co | 60k | $1000k | -71% | Mar 2026 |
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| Stewardship Advisors | 59k | $981k | 14% | Mar 2026 |
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| Private Advisor | 56k | $922k | -39% | Mar 2026 |
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| WBI Investments | 52k | $863k | 7% | Mar 2026 |
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| International Assets Investment Management | 52k | $861k | 14% | Mar 2026 |
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| LexAurum Advisors | 50k | $826k | 100% | Mar 2026 |
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| Trademark Financial Management | 50k | $825k | -16% | Mar 2026 |
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| Retirement Financial Solutions | 50k | $822k | -2% | Mar 2026 |
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| Equitable Holdings | 49k | $729k | 100% | Dec 2025 |
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| SRS Capital Advisors | 48k | $803k | -21% | Mar 2026 |
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| Baird Financial | 45k | $680k | 100% | Dec 2025 |
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| Merit Financial Group | 43k | $714k | -22% | Mar 2026 |
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| Turning Point Benefit Group | 37k | $605k | -89% | Mar 2026 |
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| Hrc Wealth Management | 33k | $555k | -29% | Mar 2026 |
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| CLS Investments | 33k | $546k | -64% | Mar 2026 |
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| LongView Wealth Management | 31k | $512k | -56% | Mar 2026 |
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| Greenup Street Wealth Management | 28k | $468k | -84% | Mar 2026 |
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| Jane Street | 24k | $404k | -97% | Mar 2026 |
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| Farther Finance Advisors | 19k | $312k | -68% | Mar 2026 |
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| UBS Group | 5.2k | $87k | -92% | Mar 2026 |
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| IFG Advisory | 2.1k | $35k | -98% | Mar 2026 |
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Who sold out of Bluerock Pvt Real Estate?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| J.w. Cole Advisors | Dec 2025 | 256k | $3.8M |
| Advisor OS | Dec 2025 | 184k | $2.8M |
| Mjp Associates | Dec 2025 | 184k | $2.8M |
| Advisory Alpha | Dec 2025 | 174k | $2.6M |
| Cornerstone Advisory | Dec 2025 | 139k | $2.1M |
| Marex Group | Dec 2025 | 118k | $1.8M |
| Wealth Enhancement Advisory Services | Dec 2025 | 112k | $1.7M |
| Socha Financial Group | Dec 2025 | 90k | $1.3M |