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 | 7.7M | $100M | -3% | Jun 2026 |
|
| LPL Financial | 5.8M | $96M | 6% | Mar 2026 |
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| Saba Capital Management | 4.8M | $79M | 55% | Mar 2026 |
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| Cambridge Investment Research Advisors | 4.7M | $61M | 5% | Jun 2026 |
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| Colony | 3.3M | $42M | 8% | Jun 2026 |
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| Cetera Investment Advisers | 3.2M | $53M | 0% | Mar 2026 |
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| Midland Wealth Advisors | 2.9M | $37M | 14% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 2.8M | $36M | -18% | Jun 2026 |
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| Quadrant Private Wealth Management | 2.0M | $27M | 7% | Jun 2026 |
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| Pasadena Private Wealth | 1.9M | $31M | 89% | Mar 2026 |
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| Morgan Stanley | 1.8M | $30M | 258% | Mar 2026 |
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| Stratos Wealth Partners | 1.8M | $23M | 154% | Jun 2026 |
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| Advisor Group Holdings | 1.5M | $24M | -4% | Mar 2026 |
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| Sunbelt Securities | 1.2M | $20M | 16% | Mar 2026 |
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| Traphagen Investment Advisors | 1.2M | $15M | 0% | Jun 2026 |
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| Independent Financial Group | 1.2M | $19M | 100% | Mar 2026 |
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| HighTower Advisors | 999k | $13M | -4% | Jun 2026 |
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| Integrated Wealth Concepts | 599k | $7.8M | 88% | Jun 2026 |
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| Modern Wealth Management | 566k | $9.4M | 23% | 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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| Royal Bank of Canada | 514k | $8.6M | 100% | Mar 2026 |
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| Arkadios Wealth Advisors | 506k | $8.4M | 0% | Mar 2026 |
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| Mount Yale Investment Advisors | 488k | $6.3M | 19% | Jun 2026 |
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| National Asset Management | 455k | $6.1M | 47% | Jun 2026 |
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| Aptus Capital Advisors | 451k | $5.9M | 9% | Jun 2026 |
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| Callan Family Office | 434k | $5.6M | 0% | Jun 2026 |
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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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| Raymond James Financial | 410k | $6.8M | 96% | Mar 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 402k | $6.7M | 76% | Mar 2026 |
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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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| SCS Capital Management | 344k | $4.5M | -1% | Jun 2026 |
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| Wells Fargo & Company | 343k | $5.7M | -56% | Mar 2026 |
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| Baird Financial | 335k | $4.4M | 29% | Jun 2026 |
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| Honkamp Krueger Financial Services | 325k | $4.2M | -6% | Jun 2026 |
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| Turning Point Benefit Group | 314k | $4.1M | 748% | Jun 2026 |
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| Soltis Investment Advisors | 306k | $4.0M | -12% | Jun 2026 |
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| Thomas J. Herzfeld Advisors | 303k | $3.9M | -16% | Jun 2026 |
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| Deschutes Portfolio Strategy | 300k | $3.9M | 22% | Jun 2026 |
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| Harbour Investments | 297k | $4.9M | 100% | Mar 2026 |
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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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| Mercer Global Advisors | 262k | $3.4M | -13% | Jun 2026 |
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| HPM Partners | 247k | $4.1M | -16% | Mar 2026 |
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| Capital Investment Advisory Services | 239k | $3.1M | 4% | Jun 2026 |
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| Pinkerton Retirement Specialists | 228k | $3.8M | -11% | Jun 2026 |
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| Beacon Pointe Advisors | 225k | $3.7M | -12% | Mar 2026 |
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| Cathy Pareto & Associates | 223k | $3.7M | -26% | Mar 2026 |
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| Sherman Porfolios | 220k | $3.7M | -4% | Jun 2026 |
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| Lido Advisors | 216k | $3.6M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 215k | $2.8M | -14% | Jun 2026 |
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| Rossby Financial, LCC | 212k | $2.8M | -10% | Jun 2026 |
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| D.A. Davidson & Co. | 209k | $2.7M | 33% | Jun 2026 |
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| AlphaStar Capital Management | 205k | $2.7M | -10% | Jun 2026 |
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| Centaurus Financial | 203k | $3.4M | -11% | Mar 2026 |
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| Perigon Wealth Management | 199k | $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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| Closed-End Fund Advisors | 178k | $3.0M | 100% | 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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| Warren Averett Asset Management | 169k | $2.8M | 10% | Mar 2026 |
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| Kestra Advisory Services | 160k | $2.1M | -2% | Jun 2026 |
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| Mariner Wealth Advisors | 154k | $2.0M | -25% | Jun 2026 |
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| Uniting Wealth Partners | 154k | $2.0M | -24% | Jun 2026 |
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| Sterneck Capital Management | 153k | $2.0M | 22% | Jun 2026 |
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| Strategic Blueprint | 150k | $2.5M | 5% | Mar 2026 |
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| Western Wealth Management | 147k | $2.4M | -5% | Mar 2026 |
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| Union Bankshares | 144k | $1.9M | -10% | Jun 2026 |
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| Spinnaker Investment Group | 141k | $1.8M | 58% | Jun 2026 |
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| Kickstand Ventures | 138k | $1.8M | 4% | Jun 2026 |
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| Paradigm Financial Partners | 138k | $1.8M | -10% | Jun 2026 |
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| Goss Wealth Management | 135k | $1.8M | -11% | Jun 2026 |
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| Kropog Financial Group | 131k | $1.7M | -2% | Jun 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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| Apollo Management Holdings | 125k | $2.1M | -50% | Mar 2026 |
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| Fifth Third Bancorp | 124k | $1.6M | 95% | Jun 2026 |
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| Wealthcare Advisory Partners | 123k | $1.6M | 37% | Jun 2026 |
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| LaSalle St. Investment Advisors | 119k | $1.5M | -40% | Jun 2026 |
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| Atomi Financial Group | 117k | $1.5M | -39% | Jun 2026 |
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| Madrona Financial Services | 117k | $1.5M | -4% | Jun 2026 |
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| HighPoint Advisor | 115k | $1.5M | 22% | Jun 2026 |
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| WealthPoint Financial | 113k | $1.5M | -8% | Jun 2026 |
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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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| Cary Street Partners Financial | 110k | $1.4M | -7% | Jun 2026 |
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| Naviter Wealth | 110k | $1.8M | 1% | Mar 2026 |
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| Mml Investors Services | 109k | $1.4M | 43% | Jun 2026 |
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| Noble Wealth Management PBC | 109k | $1.4M | -10% | Jun 2026 |
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| Financial Gravity Companies | 108k | $1.4M | 100% | Jun 2026 |
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| Mutual Advisors | 105k | $1.7M | -11% | Mar 2026 |
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| Umb Bank N A | 102k | $1.7M | 100% | Mar 2026 |
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| Ignite Planners | 101k | $1.3M | -2% | Jun 2026 |
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| Calton & Associates | 101k | $1.7M | -42% | Mar 2026 |
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| Nova R Wealth | 100k | $1.3M | -57% | Jun 2026 |
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| Cohen & Steers Capital Management | 100k | $1.7M | 100% | Mar 2026 |
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| JBR Co Financial Management | 100k | $1.3M | -26% | Jun 2026 |
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| Glass Jacobson Investment Advisors | 98k | $1.3M | -3% | Jun 2026 |
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| Integrity Advisory Solutions | 98k | $1.3M | -4% | Jun 2026 |
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| Foundations Investment Advisors | 97k | $1.6M | -31% | Mar 2026 |
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| Veracity Capital | 96k | $1.2M | -9% | Jun 2026 |
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| Magnolia Private Wealth | 96k | $1.2M | 16% | Jun 2026 |
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| Global Retirement Partners | 95k | $1.2M | -16% | Jun 2026 |
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| Kingswood Wealth Advisors | 94k | $1.6M | 352% | Mar 2026 |
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| Bellevue Asset Management | 93k | $1.2M | 2% | Jun 2026 |
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| Dynamic Advisors Solutions | 91k | $1.2M | 2% | Jun 2026 |
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| CWM | 87k | $1.5M | -8% | Mar 2026 |
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| IHT Wealth Management | 86k | $1.4M | 11% | Mar 2026 |
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| Silver Oak Securities | 85k | $1.4M | -2% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 83k | $1.1M | 91% | Jun 2026 |
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| Summit Financial Wealth Advisors | 83k | $1.4M | 14% | Mar 2026 |
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| WCG Wealth Advisors | 82k | $1.4M | -5% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 82k | $1.1M | -54% | Jun 2026 |
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| CX Institutional | 81k | $1.1M | -4% | Jun 2026 |
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| Koshinski Asset Management | 81k | $1.3M | -8% | Mar 2026 |
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| Frank. Day | 81k | $1.1M | -17% | Jun 2026 |
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| AMJ Financial Wealth Management | 80k | $1.3M | 0% | Jun 2026 |
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| Drive Wealth Management | 78k | $1.3M | -3% | Mar 2026 |
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| RHS Financial | 77k | $1000k | 0% | Jun 2026 |
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| Blackhawk Capital Partners | 76k | $1.3M | 14% | Mar 2026 |
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| Claro Advisors | 73k | $953k | 19% | Jun 2026 |
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| Resources Investment Advisors | 73k | $1.2M | 1% | Mar 2026 |
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| Summit Investment Advisory Services | 71k | $929k | -9% | Jun 2026 |
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| Welch Financial Planning | 71k | $1.2M | -4% | Mar 2026 |
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| IMC-Chicago | 71k | $918k | 100% | Jun 2026 |
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| Gallacher Capital Management | 69k | $902k | -4% | Jun 2026 |
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| Stratos Wealth Advisors | 68k | $887k | 1% | Jun 2026 |
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| SlateStone Wealth | 66k | $1.1M | -10% | Mar 2026 |
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| Berkeley | 65k | $839k | -18% | Jun 2026 |
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| HB Wealth Management | 64k | $834k | 100% | Jun 2026 |
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| Stewardship Advisors | 59k | $981k | 14% | Mar 2026 |
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| Schubert & Co | 57k | $735k | -6% | Jun 2026 |
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| TSFG | 56k | $726k | -50% | Jun 2026 |
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| Private Advisor | 56k | $922k | -39% | Mar 2026 |
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| Branch Banking & Trust Company | 55k | $716k | -34% | Jun 2026 |
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| WBI Investments | 52k | $682k | 1% | Jun 2026 |
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| Equitable Holdings | 52k | $778k | 7% | Mar 2026 |
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| International Assets Investment Management | 52k | $861k | 14% | Mar 2026 |
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| Berger Financial Group | 52k | $672k | -24% | Jun 2026 |
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| World Equity Group | 51k | $657k | -60% | Jun 2026 |
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| LexAurum Advisors | 50k | $826k | 100% | Mar 2026 |
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| SRS Capital Advisors | 48k | $803k | -21% | Mar 2026 |
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| Retirement Financial Solutions | 45k | $590k | -8% | Jun 2026 |
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| SageView Advisory Group | 44k | $570k | -62% | Jun 2026 |
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| Intl Fcstone | 41k | $542k | -41% | Jun 2026 |
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| CLS Investments | 33k | $546k | -64% | Mar 2026 |
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| Trademark Financial Management | 30k | $388k | -40% | Jun 2026 |
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| Jane Street | 24k | $404k | -97% | Mar 2026 |
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| Optimus Capital Advisors | 21k | $279k | -53% | Jun 2026 |
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| Virtu Financial | 13k | $208k | -93% | Mar 2026 |
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| Us Bancorp | 6.5k | $85k | -93% | Jun 2026 |
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| UBS Group | 5.2k | $87k | -92% | Mar 2026 |
|
| IFG Advisory | 2.1k | $35k | -98% | Mar 2026 |
|
Who sold out of Bluerock Pvt Real Estate?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Rivernorth Capital Management | Dec 2025 | 1.0M | $15M |
| Citadel Advisors | Dec 2025 | 430k | $6.4M |
| J.w. Cole Advisors | Dec 2025 | 256k | $3.8M |
| Almitas Capital | Dec 2025 | 212k | $3.2M |
| Arete Wealth Advisors | Mar 2026 | 194k | $3.2M |
| Coppell Advisory Solutions | Dec 2025 | 184k | $2.8M |
| Advisory Alpha | Dec 2025 | 174k | $2.6M |
| Marex Group | Dec 2025 | 118k | $1.8M |
| Wealth Enhancement Advisory Services | Dec 2025 | 112k | $1.7M |