Who Owns BLUEROCK (BPRE)? -- Institutional Holders (2026-06-30)

351 institutions reported holding $1.01B of BLUEROCK (BPRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: CAPTRUST FINANCIAL ADVISORS ($100.3M), Saba Capital Management, L.P. ($87.7M), LPL Financial LLC ($71.5M), Cambridge Investment Research Advisors, Inc. ($60.9M), Focus Partners Wealth ($42.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CAPTRUST FINANCIAL ADVISORS$100.3M7.7MTrimmed
2Saba Capital Management, L.P.$87.7M6.7MAdded
3LPL Financial LLC$71.5M5.5MTrimmed
4Cambridge Investment Research Advisors, Inc.$60.9M4.7MAdded
5Focus Partners Wealth$42.4M3.3MAdded
6Cetera Investment Advisers$39.1M3.0MTrimmed
7MIDLAND WEALTH ADVISORS LLC$37.2M2.9MAdded
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$36.2M2.8MTrimmed
9MORGAN STANLEY$33.0M2.5MAdded
10Quadrant Private Wealth Management, LLC$26.5M2.0MAdded
11Pasadena Private Wealth, LLC$25.1M1.9MAdded
12Stratos Wealth Partners, LTD.$23.3M1.8MAdded
13OSAIC HOLDINGS, INC.$22.0M1.7MAdded
14INDEPENDENT FINANCIAL GROUP, LLC$16.3M1.3MAdded
15TRAPHAGEN INVESTMENT ADVISORS LLC$15.2M1.2MTrimmed
16HighTower Advisors, LLC$13.0M999,424Trimmed
17CITADEL ADVISORS LLC$11.6M893,749New
18Modern Wealth Management, LLC$11.3M866,621Added
19RAYMOND JAMES FINANCIAL INC$8.3M638,028Added
20Royal Bank of Canada$6.6M504,953Trimmed
21Arkadios Wealth Advisors$6.5M503,296Trimmed
22ELEVATION POINT WEALTH PARTNERS, LLC$6.3M487,564Added
23ENVESTNET ASSET MANAGEMENT INC$6.2M474,126Added
24B. Riley Wealth Advisors, Inc.$6.1M454,953Added
25Aptus Capital Advisors, LLC$5.9M450,514Added

来源：SEC 13F 申报文件 · 截至 2026-06-30