Institutional Ownership
Bluerock Pvt Real Estate Fd
CUSIP 09631P102COMBPREQ1 2026
Institutional Holders
318
13F filers
Shares Held
73.85M
Aggregate institutional
Institutional Value
$1.13B
Q1 2026
Net New Holders
-22
45 new · 67 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions45
Increased104
Decreased140
Sold out67
Institutional Holders
318 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 7.93M | $131.74M | +51.9K | Added |
| 2 | Lpl Financial LLC | 5.78M | $95.99M | +314.0K | Added |
| 3 | Saba Capital Management, L.P. | 4.77M | $79.17M | +1.69M | Added |
| 4 | Northwestern Mutual Wealth Management Co | 3.41M | $56.67M | −875.9K | Reduced |
| 5 | Cetera Investment Advisers | 3.21M | $53.34M | −1.1K | Reduced |
| 6 | Focus Partners Wealth | 3.02M | $50.17M | −153.1K | Reduced |
| 7 | Midland Wealth Advisors, LLC | 2.50M | $41.48M | +2.50M | New |
| 8 | Quadrant Private Wealth Management, LLC | 1.91M | $31.80M | +816.7K | Added |
| 9 | Pasadena Private Wealth, LLC | 1.88M | $31.28M | +887.5K | Added |
| 10 | Morgan Stanley | 1.81M | $30.02M | +1.30M | Added |
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