BPRE institutional holders

BLUEROCK PVT REAL ESTATE FD · 13F, 2026Q2

Managers holding310
Shares held82,611,274
Reported value$1.1bn
Quarter flows32 new, 104 added, 147 trimmed, 46 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Cambridge Investment Research Advisors, Inc.9,358,582$121.8m0.1%
CAPTRUST FINANCIAL ADVISORS7,712,982$100.3m0.2%
Saba Capital Management, L.P.6,742,126$87.7m2.3%
LPL Financial LLC5,496,468$71.5m0.0%
Focus Partners Wealth3,257,464$42.4m0.0%
Cetera Investment Advisers3,005,236$39.1m0.0%
MIDLAND WEALTH ADVISORS, LLC2,855,960$37.2m1.7%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,781,441$36.2m0.0%
MORGAN STANLEY2,536,785$33.0m0.0%
Quadrant Private Wealth Management, LLC2,040,083$26.5m5.9%
Pasadena Private Wealth, LLC1,930,752$25.1m3.2%
Stratos Wealth Partners, LTD.1,788,705$23.3m0.2%
OSAIC HOLDINGS, INC.1,694,251$22.0m0.0%
INDEPENDENT FINANCIAL GROUP, LLC1,254,525$16.3m0.3%
TRAPHAGEN INVESTMENT ADVISORS LLC1,168,414$15.2m1.1%
HighTower Advisors, LLC999,424$13.0m0.0%
CITADEL ADVISORS LLC893,749$11.6m0.0%
Modern Wealth Management, LLC866,621$11.3m0.1%
RAYMOND JAMES FINANCIAL INC638,028$8.3m0.0%
Integrated Wealth Concepts LLC598,905$7.8m0.0%
ROYAL BANK OF CANADA504,953$6.6m0.0%
Arkadios Wealth Advisors503,296$6.5m0.1%
ELEVATION POINT WEALTH PARTNERS, LLC487,564$6.3m0.1%
ENVESTNET ASSET MANAGEMENT INC474,126$6.2m0.0%
B. Riley Wealth Advisors, Inc.454,953$6.1m0.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BPRE"). BPRE price history · All 13F data

Get a free API keySee history bundlesDownload free samples