BPRE
Bluerock Private Real Estate Fund• Real Estate
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc. | $54.1M | 4.32M | 0.12% | -7.7% |
Midland Wealth Advisors, Llc | $50.6M | 4.03M | 2.34% | +41.2% |
Independent Financial Group, Llc | $14.1M | 1.12M | 0.26% | -10.6% |
B. Riley Wealth Advisors, Inc. | $7.6M | 609.9K | 0.30% | +34.1% |
Matisse Capital | $5.6M | 450.0K | 1.49% | +50.0% |
Turning Point Benefit Group, Inc. | $3.9M | 311.9K | 1.61% | -0.8% |
Creative Planning | $3.8M | 302.4K | 0.00% | -11.1% |
Avantax Planning Partners, Inc. | $3.7M | 296.5K | 0.09% | -8.7% |
D.A. Davidson & Co. | $3.3M | 262.3K | 0.02% | +25.4% |
Brookstone Capital Management | $3M | 242.8K | 0.03% | -36.7% |
Noble Wealth Management Pbc | $2.8M | 226.1K | 1.27% | +108.2% |
Capital Investment Advisory Services, Llc | $2.8M | 220.5K | 0.17% | -7.6% |
Davenport & Co Llc | $2.7M | 217.2K | 0.01% | +12.2% |
Kestra Advisory Services, Llc | $2.5M | 198.9K | 0.01% | +24.2% |
Alphastar Capital Management, Llc | $2.4M | 191.3K | 0.14% | -6.7% |
Commonwealth Equity Services, Llc | $2.2M | 177.4K | 0.00% | -17.4% |
International Assets Investment Management, Llc | $2.2M | 117.8K | 0.07% | -58.4% |
Kingswood Wealth Advisors, Llc | $2M | 161.7K | 0.08% | +38.2% |
Family Office Research Llc | $1.9M | 153.5K | 0.74% | -21.4% |
Dudley Capital Management, Llc | $1.9M | 148.1K | 0.72% | +3.3% |
Soltis Investment Advisors Llc | $1.7M | 138.2K | 0.08% | -54.8% |
Perigon Wealth Management, Llc | $1.7M | 132.3K | 0.03% | -28.5% |
Spinnaker Investment Group, Llc | $1.5M | 121.9K | 0.24% | -13.5% |
Strategic Blueprint, Llc | $1.4M | 115.6K | 0.07% | -10.2% |
Pinkerton Wealth, Llc | $1.4M | 115.5K | 0.23% | -49.3% |
True Freedom Investing, Llc | $1.4M | 110.9K | 0.22% | -49.5% |
Wealthpoint Financial, Llc | $1.4M | 108.3K | 0.97% | -3.9% |
Wealth Enhancement Advisory Services, Llc | $1.3M | 102.1K | 0.00% | -9.0% |
Jbr Co Financial Management Inc | $1.3M | 99.7K | 0.50% | -0.1% |
Glass Jacobson Investment Advisors Llc | $1.2M | 98.9K | 0.38% | +0.9% |
Veracity Capital Llc | $1.2M | 96.1K | 0.32% | +0.1% |
Ignite Planners, Llc | $1.1M | 89.9K | 0.14% | -10.7% |
Nova R Wealth, Inc. | $1.1M | 87.2K | 0.32% | -13.1% |
Patriot Financial Group Insurance Agency, Llc | $1.1M | 86.6K | 0.10% | +5.5% |
Claro Advisors Inc. | $1.1M | 85.7K | 0.10% | +17.0% |
Avior Wealth Management, Llc | $1.1M | 84.1K | 0.03% | +1.3% |
Integrity Advisory Solutions, Llc | $1.1M | 83.9K | 0.11% | -14.3% |
Hb Wealth Management, Llc | $1M | 82.6K | 0.01% | +28.9% |
Summit Investment Advisory Services, Llc | $999K | 79.7K | 0.25% | +11.6% |
Rhs Financial, Llc | $984K | 78.5K | 0.33% | +2.1% |
Dynamic Advisor Solutions Llc | $974K | 77.7K | 0.03% | -14.3% |
Stewardship Advisors, Llc | $918K | 73.2K | 0.19% | +7.4% |
Cx Institutional | $905K | 72.1K | 0.02% | -11.3% |
Gallacher Capital Management Llc | $806K | 64.3K | 0.66% | -7.3% |
Summit Financial Wealth Advisors, Llc | $774K | 61.7K | 0.10% | -11.5% |
Koshinski Asset Management, Inc. | $699K | 55.8K | 0.04% | -29.6% |
Berkeley, Inc | $596K | 47.5K | 0.18% | -26.4% |
Retirement Financial Solutions, Llc | $567K | 45.2K | 0.13% | -0.3% |
World Equity Group, Inc. | $555K | 44.3K | 0.23% | -12.3% |
Tsfg, Llc | $543K | 43.3K | 0.13% | -22.3% |