Who owns BLUEROCK PVT REAL ESTATE FD?
- Ticker: BPRE
- CUSIP Number: 09631p102
Tip: Access positions for across all investors
Analyze quarterly positions in Bluerock Pvt Real Estate with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|
| Saba Capital Management | 6.7M | $88M | 41% | Jun 2026 |
|
| LPL Financial | 5.5M | $72M | -5% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 4.7M | $61M | 5% | Jun 2026 |
|
| Colony | 3.3M | $42M | 8% | Jun 2026 |
|
| Cetera Investment Advisers | 3.0M | $39M | -6% | Jun 2026 |
|
| Midland Wealth Advisors | 2.9M | $37M | 14% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 2.8M | $36M | -18% | Jun 2026 |
|
| Quadrant Private Wealth Management | 2.0M | $27M | 7% | Jun 2026 |
|
| Pasadena Private Wealth | 1.9M | $25M | 3% | Jun 2026 |
|
| Morgan Stanley | 1.8M | $30M | 258% | Mar 2026 |
|
| Stratos Wealth Partners | 1.8M | $23M | 154% | Jun 2026 |
|
| Advisor Group Holdings | 1.7M | $22M | 16% | Jun 2026 |
|
| Independent Financial Group | 1.3M | $16M | 8% | Jun 2026 |
|
| Sunbelt Securities | 1.2M | $20M | 16% | Mar 2026 |
|
| Traphagen Investment Advisors | 1.2M | $15M | 0% | Jun 2026 |
|
| HighTower Advisors | 999k | $13M | -4% | Jun 2026 |
|
| Citadel Advisors | 894k | $12M | 100% | Jun 2026 |
|
| Modern Wealth Management | 867k | $11M | 53% | Jun 2026 |
|
| Raymond James Financial | 638k | $8.3M | 56% | Jun 2026 |
|
| Royal Bank of Canada | 505k | $7.0M | -2% | Jun 2026 |
|
| Arkadios Wealth Advisors | 503k | $6.5M | -1% | Jun 2026 |
|
| Mount Yale Investment Advisors | 488k | $6.3M | 19% | Jun 2026 |
|
| Envestnet Asset Management | 474k | $6.2M | 18% | Jun 2026 |
|
| National Asset Management | 455k | $6.1M | 47% | Jun 2026 |
|
| Aptus Capital Advisors | 451k | $5.9M | 9% | Jun 2026 |
|
| Guardian Wealth Advisors, Llc / Nc | 449k | $5.8M | 12% | Jun 2026 |
|
| Brooklyn Capital Management | 446k | $5.8M | 20% | Jun 2026 |
|
| Callan Family Office | 434k | $5.6M | 0% | Jun 2026 |
|
| IFG Advisory | 430k | $5.6M | 20569% | Jun 2026 |
|
| Guardian Financial Partners | 427k | $5.6M | 1% | Jun 2026 |
|
| Wilkerson Advisory Group | 405k | $5.3M | -2% | Jun 2026 |
|
| Brookstone Capital Management | 384k | $5.0M | -26% | Jun 2026 |
|
| Jane Street | 351k | $4.6M | 1345% | Jun 2026 |
|
| SCS Capital Management | 344k | $4.5M | -1% | Jun 2026 |
|
| Creative Planning | 340k | $4.4M | -20% | Jun 2026 |
|
| Baird Financial | 335k | $4.4M | 29% | Jun 2026 |
|
| Wells Fargo & Company | 328k | $4.3M | -4% | Jun 2026 |
|
| Honkamp Krueger Financial Services | 325k | $4.2M | -6% | Jun 2026 |
|
| Turning Point Benefit Group | 314k | $4.1M | 748% | Jun 2026 |
|
| Soltis Investment Advisors | 306k | $4.0M | -12% | Jun 2026 |
|
| Thomas J. Herzfeld Advisors | 303k | $3.9M | -16% | Jun 2026 |
|
| Integrated Wealth Concepts | 301k | $3.9M | -6% | Jun 2026 |
|
| Deschutes Portfolio Strategy | 300k | $3.9M | 22% | Jun 2026 |
|
| Ameritas Advisory Services | 287k | $3.7M | 100% | Jun 2026 |
|
| Harbour Investments | 287k | $3.7M | -3% | Jun 2026 |
|
| Sanctuary Advisors | 263k | $3.4M | -9% | Jun 2026 |
|
| Mercer Global Advisors | 262k | $3.4M | -13% | Jun 2026 |
|
| J.w. Cole Advisors | 254k | $3.3M | 100% | Jun 2026 |
|
| Capital Investment Advisory Services | 239k | $3.1M | 4% | Jun 2026 |
|
| HPM Partners | 230k | $3.0M | -7% | Jun 2026 |
|
| Pinkerton Retirement Specialists | 228k | $3.8M | -11% | Jun 2026 |
|
| Sherman Porfolios | 220k | $3.7M | -4% | Jun 2026 |
|
| Commonwealth Equity Services | 215k | $2.8M | -14% | Jun 2026 |
|
| Beacon Pointe Advisors | 213k | $2.8M | -5% | Jun 2026 |
|
| Rossby Financial, LCC | 212k | $2.8M | -10% | Jun 2026 |
|
| D.A. Davidson & Co. | 209k | $2.7M | 33% | Jun 2026 |
|
| Closed-End Fund Advisors | 209k | $2.7M | 17% | Jun 2026 |
|
| AlphaStar Capital Management | 205k | $2.7M | -10% | Jun 2026 |
|
| Rockefeller Capital Management | 197k | $2.6M | 3% | Jun 2026 |
|
| Family Office Research | 195k | $2.5M | 2% | Jun 2026 |
|
| Advisory Alpha | 194k | $2.5M | 100% | Jun 2026 |
|
| Davenport & Co | 194k | $2.5M | -33% | Jun 2026 |
|
| Arete Wealth Advisors | 190k | $2.5M | -2% | Jun 2026 |
|
| Perigon Wealth Management | 185k | $2.4M | -7% | Jun 2026 |
|
| Centaurus Financial | 184k | $2.4M | -10% | Jun 2026 |
|
| Warren Averett Asset Management | 176k | $2.3M | 4% | Jun 2026 |
|
| Lakeridge Wealth Management | 163k | $2.1M | -8% | Jun 2026 |
|
| Kestra Advisory Services | 160k | $2.1M | -2% | Jun 2026 |
|
| Mariner Wealth Advisors | 154k | $2.0M | -25% | Jun 2026 |
|
| Uniting Wealth Partners | 154k | $2.0M | -24% | Jun 2026 |
|
| Sterneck Capital Management | 153k | $2.0M | 22% | Jun 2026 |
|
| AE Wealth Management | 152k | $2.0M | -13% | Jun 2026 |
|
| Union Bankshares | 144k | $1.9M | -10% | Jun 2026 |
|
| Dudley Capital Management | 143k | $1.9M | 12% | Jun 2026 |
|
| Western Wealth Management | 143k | $1.9M | -3% | Jun 2026 |
|
| Spinnaker Investment Group | 141k | $1.8M | 58% | Jun 2026 |
|
| Kickstand Ventures | 138k | $1.8M | 4% | Jun 2026 |
|
| Paradigm Financial Partners | 138k | $1.8M | -10% | Jun 2026 |
|
| Goss Wealth Management | 135k | $1.8M | -11% | Jun 2026 |
|
| Kropog Financial Group | 131k | $1.7M | -2% | Jun 2026 |
|
| Strategic Blueprint | 129k | $1.7M | -14% | Jun 2026 |
|
| Ausdal Financial Partners | 128k | $1.7M | -3% | Jun 2026 |
|
| Envestnet Portfolio Solutions | 126k | $1.6M | -2% | Jun 2026 |
|
| Apollo Management Holdings | 125k | $1.6M | 0% | Jun 2026 |
|
| Fifth Third Bancorp | 124k | $1.6M | 95% | Jun 2026 |
|
| Wealthcare Advisory Partners | 123k | $1.6M | 37% | Jun 2026 |
|
| Coppell Advisory Solutions | 120k | $12k | 100% | Jun 2026 |
|
| Cohen & Steers Capital Management | 120k | $1.6M | 20% | Jun 2026 |
|
| LaSalle St. Investment Advisors | 119k | $1.5M | -40% | Jun 2026 |
|
| Kingswood Wealth Advisors | 117k | $1.5M | 25% | Jun 2026 |
|
| Atomi Financial Group | 117k | $1.5M | -39% | Jun 2026 |
|
| Madrona Financial Services | 117k | $1.5M | -4% | Jun 2026 |
|
| HighPoint Advisor | 115k | $1.5M | 22% | Jun 2026 |
|
| Blackhawk Capital Partners | 115k | $1.5M | 51% | Jun 2026 |
|
| WealthPoint Financial | 113k | $1.5M | -8% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 112k | $1.5M | 100% | Jun 2026 |
|
| Financial Gravity Wealth | 112k | $1.9M | 63% | Mar 2026 |
|
| Naviter Wealth | 111k | $1.4M | 2% | Jun 2026 |
|
| Cary Street Partners Financial | 110k | $1.4M | -7% | Jun 2026 |
|
| Mml Investors Services | 109k | $1.4M | 43% | Jun 2026 |
|
| Noble Wealth Management PBC | 109k | $1.4M | -10% | Jun 2026 |
|
| Financial Gravity Companies | 108k | $1.4M | 100% | Jun 2026 |
|
| Sit Investment Associates | 107k | $1.4M | -63% | Jun 2026 |
|
| Mutual Advisors | 106k | $1.4M | 1% | Jun 2026 |
|
| Ignite Planners | 101k | $1.3M | -2% | Jun 2026 |
|
| Nova R Wealth | 100k | $1.3M | -57% | Jun 2026 |
|
| JBR Co Financial Management | 100k | $1.3M | -26% | Jun 2026 |
|
| Glass Jacobson Investment Advisors | 98k | $1.3M | -3% | Jun 2026 |
|
| Integrity Advisory Solutions | 98k | $1.3M | -4% | Jun 2026 |
|
| Veracity Capital | 96k | $1.2M | -9% | Jun 2026 |
|
| Magnolia Private Wealth | 96k | $1.2M | 16% | Jun 2026 |
|
| Umb Bank N A | 95k | $1.2M | -7% | Jun 2026 |
|
| Global Retirement Partners | 95k | $1.2M | -16% | Jun 2026 |
|
| Bellevue Asset Management | 93k | $1.2M | 2% | Jun 2026 |
|
| XTX Topco | 93k | $1.2M | 388% | Jun 2026 |
|
| Virtu Financial | 91k | $1.2M | 626% | Jun 2026 |
|
| Dynamic Advisors Solutions | 91k | $1.2M | 2% | Jun 2026 |
|
| CWM | 87k | $1.5M | -8% | Mar 2026 |
|
| IHT Wealth Management | 85k | $1.1M | -1% | Jun 2026 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 83k | $1.1M | 91% | Jun 2026 |
|
| Patriot Financial Group Insurance Agency | 82k | $1.1M | -54% | Jun 2026 |
|
| CX Institutional | 81k | $1.1M | -4% | Jun 2026 |
|
| Koshinski Asset Management | 81k | $1.3M | -8% | Mar 2026 |
|
| Frank. Day | 81k | $1.1M | -17% | Jun 2026 |
|
| AMJ Financial Wealth Management | 80k | $1.3M | 0% | Jun 2026 |
|
| WCG Wealth Advisors | 80k | $1.0M | -3% | Jun 2026 |
|
| RHS Financial | 77k | $1000k | 0% | Jun 2026 |
|
| Claro Advisors | 73k | $953k | 19% | Jun 2026 |
|
| Drive Wealth Management | 73k | $945k | -7% | Jun 2026 |
|
| International Assets Investment Management | 72k | $937k | 39% | Jun 2026 |
|
| Summit Investment Advisory Services | 71k | $929k | -9% | Jun 2026 |
|
| IMC-Chicago | 71k | $918k | 100% | Jun 2026 |
|
| Summit Financial Wealth Advisors | 70k | $907k | -15% | Jun 2026 |
|
| Gallacher Capital Management | 69k | $902k | -4% | Jun 2026 |
|
| Silver Oak Securities | 69k | $895k | -19% | Jun 2026 |
|
| Resources Investment Advisors | 69k | $894k | -6% | Jun 2026 |
|
| Stratos Wealth Advisors | 68k | $887k | 1% | Jun 2026 |
|
| Stewardship Advisors | 68k | $887k | 15% | Jun 2026 |
|
| Berkeley | 65k | $839k | -18% | Jun 2026 |
|
| HB Wealth Management | 64k | $834k | 100% | Jun 2026 |
|
| Welch Financial Planning | 62k | $804k | -13% | Jun 2026 |
|
| Private Advisor | 59k | $766k | 6% | Jun 2026 |
|
| SRS Capital Advisors | 58k | $755k | 20% | Jun 2026 |
|
| SlateStone Wealth | 58k | $748k | -12% | Jun 2026 |
|
| Schubert & Co | 57k | $735k | -6% | Jun 2026 |
|
| TSFG | 56k | $726k | -50% | Jun 2026 |
|
| Branch Banking & Trust Company | 55k | $716k | -34% | Jun 2026 |
|
| WBI Investments | 52k | $682k | 1% | Jun 2026 |
|
| Foundations Investment Advisors | 52k | $673k | -47% | Jun 2026 |
|
| Berger Financial Group | 52k | $672k | -24% | Jun 2026 |
|
| World Equity Group | 51k | $657k | -60% | Jun 2026 |
|
| SageView Advisory Group | 44k | $570k | -62% | Jun 2026 |
|
| Equitable Holdings | 43k | $559k | -17% | Jun 2026 |
|
| Intl Fcstone | 41k | $542k | -41% | Jun 2026 |
|
| BCJ Capital Management | 32k | $416k | -71% | Jun 2026 |
|
| Cathy Pareto & Associates | 24k | $312k | -89% | Jun 2026 |
|
| Calton & Associates | 15k | $194k | -85% | Jun 2026 |
|
| Lido Advisors | 12k | $156k | -94% | Jun 2026 |
|
| Us Bancorp | 6.5k | $85k | -93% | Jun 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 |