NEW YORK, NY
BLUEROCK PRIVATE REAL ESTATE FUNDBPRE— Latest position per institution from SEC 13F filings
15
Institutional holders
54.41M
Total shares held
650.89M
Estimated value
2.72M
Avg. position size
CAPTRUST FINANCIAL ADVISORS
CIK 1512024
Shares
7.71M
Value
100.35M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
6.74M
Value
87.72M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
5.50M
Value
71.51M
Filed
Jun 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
4.68M
Value
60.88K
Filed
Jun 30, 2026
MIDLAND WEALTH ADVISORS, LLC
CIK 1990058
Shares
4.03M
Value
50.57M
Filed
Sep 30, 2026
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
3.26M
Value
42.38M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
3.01M
Value
39.10M
Filed
Jun 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 1141802
Shares
2.78M
Value
36.19M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
2.54M
Value
33M
Filed
Jun 30, 2026
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
CIK 1727454
Shares
2.04M
Value
26.54M
Filed
Jun 30, 2026
PASADENA PRIVATE WEALTH, LLC
CIK 1760578
Shares
1.93M
Value
25.12M
Filed
Jun 30, 2026
STRATOS WEALTH PARTNERS, LTD.
CIK 1612865
Shares
1.79M
Value
23.27M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
1.69M
Value
22.04M
Filed
Jun 30, 2026
SUNBELT SECURITIES, INC.
CIK 1632932
Shares
1.19M
Value
19.70M
Filed
Mar 31, 2026
INDEPENDENT FINANCIAL GROUP, LLC
CIK 275484
Shares
1.12M
Value
14.07M
Filed
Sep 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
1M
Value
15.07M
Filed
Dec 31, 2025
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
999.42K
Value
13M
Filed
Jun 30, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
893.75K
Value
11.63M
Filed
Jun 30, 2026
MODERN WEALTH MANAGEMENT, LLC
CIK 2001900
Shares
866.62K
Value
11.27M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
638.03K
Value
8.30M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | CAPTRUST FINANCIAL ADVISORS | 1512024 | 7.71M | 100.35M | Jun 30, 2026 |
| 2 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 6.74M | 87.72M | Jun 30, 2026 |
| 3 | LPL FINANCIAL LLC | 1403438 | 5.50M | 71.51M | Jun 30, 2026 |
| 4 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 4.68M | 60.88K | Jun 30, 2026 |
| 5 | MIDLAND WEALTH ADVISORS, LLC | 1990058 | 4.03M | 50.57M | Sep 30, 2026 |
| 6 | FOCUS PARTNERS WEALTH | 1542153 | 3.26M | 42.38M | Jun 30, 2026 |
| 7 | CETERA INVESTMENT ADVISERS | 1666741 | 3.01M | 39.10M | Jun 30, 2026 |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | 2.78M | 36.19M | Jun 30, 2026 |
| 9 | MORGAN STANLEY | 895421 | 2.54M | 33M | Jun 30, 2026 |
| 10 | QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | 1727454 | 2.04M | 26.54M | Jun 30, 2026 |
| 11 | PASADENA PRIVATE WEALTH, LLC | 1760578 | 1.93M | 25.12M | Jun 30, 2026 |
| 12 | STRATOS WEALTH PARTNERS, LTD. | 1612865 | 1.79M | 23.27M | Jun 30, 2026 |
| 13 | OSAIC HOLDINGS, INC. | 1677044 | 1.69M | 22.04M | Jun 30, 2026 |
| 14 | SUNBELT SECURITIES, INC. | 1632932 | 1.19M | 19.70M | Mar 31, 2026 |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | 275484 | 1.12M | 14.07M | Sep 30, 2026 |
| 16 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 1M | 15.07M | Dec 31, 2025 |
| 17 | HIGHTOWER ADVISORS, LLC | 1462245 | 999.42K | 13M | Jun 30, 2026 |
| 18 | CITADEL ADVISORS LLC | 1423053 | 893.75K | 11.63M | Jun 30, 2026 |
| 19 | MODERN WEALTH MANAGEMENT, LLC | 2001900 | 866.62K | 11.27M | Jun 30, 2026 |
| 20 | RAYMOND JAMES FINANCIAL INC | 720005 | 638.03K | 8.30M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.