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 |
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| Saba Capital Management | 6.7M | $88M | 41% | Jun 2026 |
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| LPL Financial | 5.9M | $74M | 8% | Sep 2026 |
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| Cambridge Investment Research Advisors | 4.3M | $54M | -8% | Sep 2026 |
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| Midland Wealth Advisors | 4.0M | $51M | 41% | Sep 2026 |
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| Colony | 3.3M | $42M | 8% | Jun 2026 |
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| Cetera Investment Advisers | 3.0M | $39M | -6% | 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 | 2.7M | $34M | 34% | Sep 2026 |
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| Stratos Wealth Partners | 1.8M | $23M | 154% | Jun 2026 |
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| Advisor Group Holdings | 1.7M | $22M | 16% | Jun 2026 |
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| Independent Financial Group | 1.1M | $14M | -11% | Sep 2026 |
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| HighTower Advisors | 930k | $12M | -7% | Sep 2026 |
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| Citadel Advisors | 894k | $12M | 100% | Jun 2026 |
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| Modern Wealth Management | 867k | $11M | 53% | Jun 2026 |
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| Pasadena Private Wealth | 792k | $9.9M | -59% | Sep 2026 |
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| Raymond James Financial | 638k | $8.3M | 56% | Jun 2026 |
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| National Asset Management | 610k | $7.6M | 34% | Sep 2026 |
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| Royal Bank of Canada | 505k | $7.0M | -2% | Jun 2026 |
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| Arkadios Wealth Advisors | 503k | $6.5M | -1% | Jun 2026 |
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| Envestnet Asset Management | 474k | $6.2M | 18% | Jun 2026 |
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| Aptus Capital Advisors | 451k | $5.9M | 9% | Jun 2026 |
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| Deschutes Portfolio Strategy | 450k | $5.6M | 50% | Sep 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 449k | $5.8M | 12% | Jun 2026 |
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| Brooklyn Capital Management | 446k | $5.8M | 20% | Jun 2026 |
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| Mount Yale Investment Advisors | 436k | $5.5M | -11% | Sep 2026 |
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| Callan Family Office | 434k | $5.6M | 0% | Jun 2026 |
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| Guardian Financial Partners | 413k | $5.2M | -3% | Sep 2026 |
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| Jane Street | 351k | $4.6M | 1345% | Jun 2026 |
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| SCS Capital Management | 344k | $4.5M | -1% | Jun 2026 |
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| Baird Financial | 335k | $4.4M | 29% | Jun 2026 |
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| Wells Fargo & Company | 328k | $4.3M | -4% | Jun 2026 |
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| Turning Point Benefit Group | 312k | $3.9M | -1% | Sep 2026 |
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| Thomas J. Herzfeld Advisors | 303k | $3.9M | -16% | Jun 2026 |
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| Creative Planning | 302k | $3.8M | -11% | Sep 2026 |
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| Integrated Wealth Concepts | 301k | $3.9M | -6% | Jun 2026 |
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| Honkamp Krueger Financial Services | 297k | $3.7M | -9% | Sep 2026 |
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| Ameritas Advisory Services | 287k | $3.7M | 100% | Jun 2026 |
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| Sanctuary Advisors | 263k | $3.4M | -9% | Jun 2026 |
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| D.A. Davidson & Co. | 262k | $3.3M | 25% | Sep 2026 |
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| Mercer Global Advisors | 262k | $3.4M | -13% | Jun 2026 |
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| J.w. Cole Advisors | 244k | $3.1M | -4% | Sep 2026 |
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| Brookstone Capital Management | 243k | $3.0M | -37% | Sep 2026 |
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| Harbour Investments | 234k | $2.9M | -19% | Sep 2026 |
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| HPM Partners | 230k | $3.0M | -7% | Jun 2026 |
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| Noble Wealth Management PBC | 226k | $2.8M | 108% | Sep 2026 |
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| Capital Investment Advisory Services | 221k | $2.8M | -8% | Sep 2026 |
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| Beacon Pointe Advisors | 213k | $2.8M | -5% | Jun 2026 |
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| Kestra Advisory Services | 199k | $2.5M | 24% | Sep 2026 |
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| Rockefeller Capital Management | 197k | $2.6M | 3% | Jun 2026 |
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| Advisory Alpha | 194k | $2.5M | 100% | Jun 2026 |
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| Davenport & Co | 194k | $2.5M | -33% | Jun 2026 |
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| AlphaStar Capital Management | 191k | $2.4M | -7% | Sep 2026 |
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| Centaurus Financial | 184k | $2.4M | -10% | Jun 2026 |
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| Commonwealth Equity Services | 177k | $2.2M | -17% | Sep 2026 |
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| Warren Averett Asset Management | 176k | $2.3M | 4% | Jun 2026 |
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| Lakeridge Wealth Management | 163k | $2.1M | -8% | Jun 2026 |
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| Kingswood Wealth Advisors | 162k | $2.0M | 38% | Sep 2026 |
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| Mariner Wealth Advisors | 154k | $2.0M | -25% | Jun 2026 |
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| Family Office Research | 154k | $1.9M | -21% | Sep 2026 |
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| Sterneck Capital Management | 153k | $2.0M | 22% | Jun 2026 |
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| AE Wealth Management | 152k | $2.0M | -13% | Jun 2026 |
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| Dudley Capital Management | 148k | $1.9M | 3% | Sep 2026 |
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| Union Bankshares | 144k | $1.9M | -10% | Jun 2026 |
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| Soltis Investment Advisors | 138k | $1.7M | -55% | Sep 2026 |
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| Paradigm Financial Partners | 138k | $1.8M | -10% | Jun 2026 |
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| Closed-End Fund Advisors | 136k | $1.7M | -35% | Sep 2026 |
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| Goss Wealth Management | 135k | $1.8M | -11% | Jun 2026 |
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| Perigon Wealth Management | 132k | $1.7M | -28% | Sep 2026 |
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| Fifth Third Bancorp | 132k | $1.7M | 7% | Sep 2026 |
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| Kropog Financial Group | 131k | $1.7M | -2% | Jun 2026 |
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| Ausdal Financial Partners | 128k | $1.7M | -3% | Jun 2026 |
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| Envestnet Portfolio Solutions | 126k | $1.6M | -2% | Jun 2026 |
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| Apollo Management Holdings | 125k | $1.6M | 0% | Jun 2026 |
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| Spinnaker Investment Group | 122k | $1.5M | -14% | Sep 2026 |
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| HighPoint Advisor | 121k | $1.5M | 5% | Sep 2026 |
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| Coppell Advisory Solutions | 120k | $12k | 100% | Jun 2026 |
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| Cohen & Steers Capital Management | 120k | $1.6M | 20% | Jun 2026 |
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| Western Wealth Management | 120k | $1.5M | -17% | Sep 2026 |
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| LaSalle St. Investment Advisors | 119k | $1.5M | -40% | Jun 2026 |
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| Strategic Blueprint | 116k | $1.4M | -10% | Sep 2026 |
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| Pinkerton Retirement Specialists | 116k | $1.4M | -49% | Sep 2026 |
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| Naviter Wealth | 111k | $1.4M | 2% | Jun 2026 |
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| Sherman Porfolios | 111k | $1.4M | -50% | Sep 2026 |
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| Cary Street Partners Financial | 110k | $1.4M | -7% | Jun 2026 |
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| Mml Investors Services | 109k | $1.4M | 43% | Jun 2026 |
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| WealthPoint Financial | 108k | $1.4M | -4% | Sep 2026 |
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| Financial Gravity Companies | 108k | $1.4M | 100% | Jun 2026 |
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| Sit Investment Associates | 107k | $1.4M | -63% | Jun 2026 |
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| Mutual Advisors | 106k | $1.4M | 1% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 102k | $1.3M | -9% | Sep 2026 |
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| JBR Co Financial Management | 100k | $1.3M | 0% | Sep 2026 |
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| Glass Jacobson Investment Advisors | 99k | $1.2M | 1% | Sep 2026 |
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| Atomi Financial Group | 98k | $1.2M | -16% | Sep 2026 |
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| Veracity Capital | 96k | $1.2M | 0% | Sep 2026 |
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| Magnolia Private Wealth | 96k | $1.2M | 16% | Jun 2026 |
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| Global Retirement Partners | 95k | $1.2M | 0% | Sep 2026 |
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| Bellevue Asset Management | 93k | $1.2M | 2% | Jun 2026 |
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| XTX Topco | 93k | $1.2M | 388% | Jun 2026 |
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| Virtu Financial | 91k | $1.2M | 626% | Jun 2026 |
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| Ignite Planners | 90k | $1.1M | -11% | Sep 2026 |
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| IFG Advisory | 88k | $1.1M | -79% | Sep 2026 |
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| International Assets Investment Management | 88k | $1.1M | 22% | Sep 2026 |
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| Nova R Wealth | 87k | $1.1M | -13% | Sep 2026 |
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| Umb Bank N A | 87k | $1.1M | -9% | Sep 2026 |
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| Patriot Financial Group Insurance Agency | 87k | $1.1M | 6% | Sep 2026 |
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| IHT Wealth Management | 85k | $1.1M | -1% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 84k | $1.1M | 1% | Sep 2026 |
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| Integrity Advisory Solutions | 84k | $1.1M | -14% | Sep 2026 |
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| HB Wealth Management | 83k | $1.0M | 29% | Sep 2026 |
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| AMJ Financial Wealth Management | 80k | $1.3M | 0% | Jun 2026 |
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| Summit Investment Advisory Services | 80k | $999k | 12% | Sep 2026 |
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| WCG Wealth Advisors | 80k | $1.0M | -3% | Jun 2026 |
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| RHS Financial | 79k | $985k | 2% | Sep 2026 |
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| Dynamic Advisors Solutions | 78k | $974k | -14% | Sep 2026 |
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| Claro Advisors | 73k | $953k | 19% | Jun 2026 |
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| Stewardship Advisors | 73k | $918k | 7% | Sep 2026 |
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| CX Institutional | 72k | $905k | -11% | Sep 2026 |
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| Resources Investment Advisors | 69k | $894k | -6% | Jun 2026 |
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| Stratos Wealth Advisors | 68k | $887k | 1% | Jun 2026 |
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| Gallacher Capital Management | 64k | $806k | -7% | Sep 2026 |
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| Summit Financial Wealth Advisors | 62k | $774k | -11% | Sep 2026 |
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| Silver Oak Securities | 59k | $726k | -14% | Sep 2026 |
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| Private Advisor | 59k | $766k | 6% | Jun 2026 |
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| SRS Capital Advisors | 58k | $755k | 20% | Jun 2026 |
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| SlateStone Wealth | 58k | $748k | -12% | Jun 2026 |
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| Schubert & Co | 57k | $735k | -6% | Jun 2026 |
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| Koshinski Asset Management | 56k | $699k | -30% | Sep 2026 |
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| Welch Financial Planning | 54k | $678k | -13% | Sep 2026 |
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| Foundations Investment Advisors | 52k | $673k | -47% | Jun 2026 |
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| Berger Financial Group | 52k | $672k | -24% | Jun 2026 |
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| WBI Investments | 50k | $629k | -4% | Sep 2026 |
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| Berkeley | 48k | $596k | -26% | Sep 2026 |
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| Retirement Financial Solutions | 45k | $567k | 0% | Sep 2026 |
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| World Equity Group | 44k | $555k | -12% | Sep 2026 |
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| Branch Banking & Trust Company | 44k | $528k | -20% | Sep 2026 |
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| SageView Advisory Group | 44k | $570k | 100% | Jun 2026 |
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| TSFG | 43k | $543k | -22% | Sep 2026 |
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| Wealthcare Advisory Partners | 43k | $541k | -65% | Sep 2026 |
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| Equitable Holdings | 43k | $559k | -17% | Jun 2026 |
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| Capital Investment Counsel | 43k | $538k | 11% | Sep 2026 |
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| Tradition Wealth Management | 43k | $556k | -6% | Jun 2026 |
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| LexAurum Advisors | 41k | $519k | -6% | Sep 2026 |
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| Blackhawk Capital Partners | 41k | $516k | -64% | Sep 2026 |
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| Plan | 41k | $506k | 100% | Sep 2026 |
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| Hrt Financial | 40k | $524k | 100% | Jun 2026 |
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| TCFG Investment Advisors | 40k | $496k | -9% | Sep 2026 |
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| SNS Financial | 39k | $504k | 100% | Jun 2026 |
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| Sontag Advisory | 39k | $503k | 50% | Jun 2026 |
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| Wilkerson Advisory Group | 38k | $473k | -91% | Sep 2026 |
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| Csenge Advisory Group | 36k | $451k | -7% | Sep 2026 |
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| Traphagen Investment Advisors | 35k | $436k | -97% | Sep 2026 |
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| Intl Fcstone | 31k | $384k | -26% | Sep 2026 |
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| Frank. Day | 25k | $307k | -69% | Sep 2026 |
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| Optimus Capital Advisors | 21k | $279k | -53% | Jun 2026 |
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| Arete Wealth Advisors | 20k | $245k | -90% | Sep 2026 |
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| Cooper Financial Group | 17k | $210k | -59% | Sep 2026 |
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| Calton & Associates | 15k | $194k | -85% | Jun 2026 |
|
| Rossby Financial, LCC | 7.8k | $98k | -96% | Sep 2026 |
|
Who sold out of Bluerock Pvt Real Estate?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BSW Wealth Partners | Mar 2026 | 535k | $8.9M |
| Octavia Wealth Advisors | Mar 2026 | 415k | $6.9M |
| Uniting Wealth Partners | Jun 2026 | 154k | $2.0M |
| Kickstand Ventures | Jun 2026 | 138k | $1.8M |
| Madrona Financial Services | Jun 2026 | 117k | $1.5M |
| Drive Wealth Management | Jun 2026 | 73k | $945k |
| IMC-Chicago | Jun 2026 | 71k | $918k |
| Syntegra Private Wealth Group | Jun 2026 | 51k | $665k |
| Investor's Fiduciary Advisor Network | Mar 2026 | 43k | $707k |
| Robeco Investment Management | Mar 2026 | 40k | $665k |
| Spectrum Strategic Capital Management | Jun 2026 | 40k | $514k |