BPRE
Bluerock Private Real Estate Fund
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc. | $121.8M | 9.36M | 0.14% | +4.8% |
| CAPTRUST FINANCIAL ADVISORS Captrust Financial Advisors | $100.3M | 7.71M | 0.15% | -2.8% |
| Saba Capital Management, L.P. Saba Capital Management, L.P. | $87.7M | 6.74M | 2.25% | +41.5% |
| LPL Financial LLC Lpl Financial Llc | $71.5M | 5.50M | 0.02% | -4.9% |
| Focus Partners Wealth Colony Group Llc | $42.4M | 3.26M | 0.04% | +7.8% |
| Cetera Investment Advisers Cetera Investment Advisers | $39.1M | 3.01M | 0.04% | -6.4% |
| MIDLAND WEALTH ADVISORS, LLC Midland Wealth Advisors Llc | $37.2M | 2.86M | 1.75% | +14.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Northwestern Mutual Wealth Management Co | $36.2M | 2.78M | 0.02% | -18.5% |
| MORGAN STANLEY Morgan Stanley | $33M | 2.54M | 0.00% | +40.3% |
| Quadrant Private Wealth Management, LLC Quadrant Private Wealth Management, Llc | $26.5M | 2.04M | 5.94% | +6.6% |
| Pasadena Private Wealth, LLC Pasadena Private Wealth, Llc | $25.1M | 1.93M | 3.20% | +2.5% |
| Stratos Wealth Partners, LTD. Stratos Wealth Partners, Ltd. | $23.3M | 1.79M | 0.23% | +154.5% |
| CITADEL ADVISORS LLC Citadel Advisors | $23.3M | 1.79M | 0.00% | New Position |
| OSAIC HOLDINGS, INC. Advisor Group Holdings, Inc. | $22M | 1.69M | 0.03% | +16.4% |
| INDEPENDENT FINANCIAL GROUP, LLC Independent Financial Group, Llc | $16.3M | 1.25M | 0.31% | +15.0% |
| TRAPHAGEN INVESTMENT ADVISORS LLC Traphagen Investment Advisors Llc | $15.2M | 1.17M | 1.09% | -0.2% |
| HighTower Advisors, LLC Hightower Advisors, Llc | $13M | 999.4K | 0.01% | -4.1% |
| Modern Wealth Management, LLC Modern Wealth Management, Llc | $11.3M | 866.6K | 0.13% | +53.2% |
| RAYMOND JAMES FINANCIAL INC Raymond James Financial Inc | $8.3M | 638.0K | 0.00% | +55.7% |
| Integrated Wealth Concepts LLC Integrated Wealth Concepts Llc | $7.8M | 598.9K | 0.04% | +87.9% |
| MERCER GLOBAL ADVISORS INC /ADV Mercer Global Advisors Inc /Adv | $6.8M | 523.3K | 0.00% | -13.5% |
| ROYAL BANK OF CANADA Royal Bank Of Canada | $6.6M | 505.0K | 0.00% | -1.7% |
| Arkadios Wealth Advisors Arkadios Wealth Advisors | $6.5M | 503.3K | 0.06% | -0.5% |
| ELEVATION POINT WEALTH PARTNERS, LLC Mount Yale Investment Advisors, Llc | $6.3M | 487.6K | 0.12% | +18.9% |
| ENVESTNET ASSET MANAGEMENT INC Envestnet Asset Management Inc | $6.2M | 474.1K | 0.00% | +18.3% |
| B. Riley Wealth Advisors, Inc. B. Riley Wealth Advisors, Inc. | $6.1M | 455.0K | 0.32% | +47.3% |
| Aptus Capital Advisors, LLC Aptus Capital Advisors, Llc | $5.9M | 450.5K | 0.04% | +9.2% |
| GUARDIAN WEALTH ADVISORS, LLC / NC Guardian Wealth Advisors, Llc / Nc | $5.8M | 449.2K | 0.33% | +11.7% |
| Bulldog Investors, LLP Bulldog Investors, Llp | $5.8M | 445.8K | 1.28% | +19.5% |
| Callan Family Office, LLC Callan Family Office, Llc | $5.6M | 433.9K | 0.11% | +0.3% |
| IFG Advisory, LLC Ifg Advisory, Llc | $5.6M | 429.5K | 0.20% | +20569.3% |
| Guardian Financial Partners, LLC Guardian Financial Partners, Llc | $5.6M | 427.2K | 2.16% | +1.1% |
| Wilkerson Advisory Group LLC Wilkerson Advisory Group Llc | $5.3M | 404.9K | 1.62% | -2.0% |
| Brookstone Capital Management Brookstone Capital Management | $5M | 383.7K | 0.05% | -25.7% |
| JANE STREET GROUP, LLC Jane Street Group, Llc | $4.6M | 351.2K | 0.00% | +1344.5% |
| SCS Capital Management LLC Scs Capital Management Llc | $4.5M | 343.9K | 0.04% | -0.8% |
| Creative Planning Creative Planning | $4.4M | 340.1K | 0.00% | -20.4% |
| Baird Financial Group, Inc. Baird Financial Group, Inc. | $4.4M | 335.1K | 0.01% | +28.9% |
| WELLS FARGO & COMPANY/MN Wells Fargo & Company/Mn | $4.3M | 327.5K | 0.00% | -4.5% |
| Avantax Planning Partners, Inc. Avantax Planning Partners, Inc. | $4.2M | 324.7K | 0.11% | -5.7% |
| Turning Point Benefit Group, Inc. Turning Point Benefit Group, Inc. | $4.1M | 314.3K | 1.76% | +748.4% |
| Soltis Investment Advisors LLC Soltis Investment Advisors Llc | $4M | 305.5K | 0.22% | -11.9% |
| Thomas J. Herzfeld Advisors, Inc. Thomas J. Herzfeld Advisors, Inc. | $3.9M | 303.3K | 1.21% | -16.3% |
| Matisse Capital Matisse Capital | $3.9M | 300.0K | 1.04% | +21.9% |
| PINKERTON WEALTH, LLC Pinkerton Retirement Specialists, Llc | $3.8M | 227.9K | 0.33% | -11.2% |
| Ameritas Advisory Services, LLC Ameritas Advisory Services, Llc | $3.7M | 287.3K | 0.08% | New Position |
| HARBOUR INVESTMENTS, INC. Harbour Investments, Inc. | $3.7M | 286.8K | 0.05% | -3.3% |
| True Freedom Investing, LLC Sherman Porfolios, Llc | $3.7M | 219.9K | 0.29% | -3.5% |
| Sanctuary Advisors, LLC Sanctuary Advisors, Llc | $3.4M | 263.1K | 0.02% | -8.5% |
| J.W. COLE ADVISORS, INC. J.W. Cole Advisors, Inc. | $3.3M | 253.6K | 0.06% | New Position |