Bluerock Private Real EstateBPRE

13F holders, Q4 2025 (December 31)
349holders
2famous investors
$15.00avg. 13F price*

At the end of Q4 2025, 349 institutions reported holding Bluerock Private Real Estate (BPRE) in their 13F filings. The largest holders were Captrust Financial Advisors ($118.2M), LPL Financial LLC ($82.0M) and Cambridge Investment Research Advisors, Inc. ($65.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Bluerock Private Real Estate
CUSIP
09631P102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q4 2025: 349Q4 2025Q1 2026: 324Q1 2026Q2 2026: 311Q2 2026

Total Exit/New Position Q4 2025

InstitutionsTotal Value
New Positions334$1.0B
Exits0$0

Ownership 349 holders

Captrust Financial Advisors 0.22% New 7,879,641 $118.2M
LPL Financial LLC 0.02% New 5,464,769 $82.0M
Cambridge Investment Research Advisors, Inc. 0.17% New 4,382,006 $65.7M
Northwestern Mutual Wealth Management Co. 0.04% New 4,287,735 $64.3M
Cetera Investment Advisers 0.05% New 3,212,160 $48.2M
Focus Partners Wealth 0.05% New 3,173,430 $47.6M
Saba Capital Management, L.P. 1.57% New 3,074,615 $46.1M
Osaic Holdings, Inc. 0.03% New 1,522,091 $22.8M
Traphagen Investment Advisors LLC 1.42% New 1,147,161 $17.2M
Quadrant Private Wealth Management, LLC 2.70% New 1,097,721 $16.5M
HighTower Advisors, LLC 0.02% New 1,029,924 $15.4M
Sunbelt Securities, Inc. 1.03% New 1,024,719 $15.4M
Rivernorth Capital Management, LLC 0.72% New 1,004,483 $15.1M
Pasadena Private Wealth, LLC 2.05% New 995,768 $14.9M
Jane Street Group, LLC 0.02% New 904,098 $13.6M
Independent Financial Group, LLC 0.29% New 858,785 $12.9M
Thomas J. Herzfeld Advisors, Inc. 4.34% New 854,779 $12.8M
Wells Fargo & Company 0.00% New 777,359 $11.7M
BSW Wealth Partners 0.99% New 552,074 $8.3M
Brookstone Capital Management 0.09% New 531,637 $8.0M
Callan Family Office, LLC 0.17% New 514,501 $7.7M
Arkadios Wealth Advisors 0.15% New 505,380 $7.6M
Morgan Stanley 0.00% New 504,649 $7.6M
Modern Wealth Management, LLC 0.13% New 461,699 $6.9M
Citadel Advisors 0.00% New 429,890 $6.4M
Octavia Wealth Advisors, LLC 0.61% New 426,592 $6.4M
Guardian Financial Partners, LLC 2.67% New 422,713 $6.3M
Integrated Wealth Concepts LLC 0.07% New 402,335 $6.0M
Wilkerson Advisory Group LLC 2.11% — 398,735 $6.0M
Soltis Investment Advisors LLC 0.38% New 385,613 $5.8M
Sanctuary Advisors, LLC 0.03% New 355,644 $5.3M
Avantax Planning Partners, Inc. 0.15% New 353,799 $5.3M
Sit Investment Associates Inc. 0.10% New 350,000 $5.3M
SCS Capital Management LLC 0.06% New 349,971 $5.2M
Creative Planning 0.00% New 348,351 $5.2M
Turning Point Benefit Group, Inc. 2.63% New 335,981 $5.0M
Mariner, LLC 0.01% New 304,854 $4.6M
Cathy Pareto & Associates, Inc. 3.12% New 299,533 $4.5M
Commonwealth Equity Services, LLC 0.01% New 296,152 $4.4M
Cerity Partners LLC 0.01% New 295,206 $4.4M
Compound Planning, Inc. 0.12% New 274,394 $4.1M
Pinkerton Wealth, LLC 0.40% New 257,019 $3.9M
Beacon Pointe Advisors, LLC 0.03% New 256,009 $3.8M
Rossby Financial, LCC 1.20% New 254,779 $3.8M
J.W. Cole Advisors, Inc. 0.09% New 255,928 $3.8M
Apollo Management Holdings, L.P. 0.04% New 249,192 $3.7M
Aptus Capital Advisors, LLC 0.03% New 247,889 $3.7M
Bulldog Investors, LLP 0.82% New 242,504 $3.6M
Nova R Wealth, Inc. 1.29% New 236,558 $3.5M
AE Wealth Management LLC 0.02% New 234,850 $3.5M
True Freedom Investing, LLC 0.24% New 230,024 $3.5M
Guardian Wealth Advisors, LLC / NC 0.21% New 228,454 $3.4M
Centaurus Financial, Inc. 0.16% New 227,415 $3.4M
Kestra Advisory Services, LLC 0.01% New 225,544 $3.4M
Matisse Capital 1.51% New 224,800 $3.4M
Capital Investment Advisory Services, LLC 0.24% New 223,443 $3.4M
Almitas Capital LLC 0.70% New 212,185 $3.2M
Raymond James Financial Inc. 0.00% New 208,981 $3.1M
Corus Family Wealth Advisors 2.44% New 204,245 $3.1M
LaSalle St. Investment Advisors, LLC 0.48% New 197,153 $3.0M
Perigon Wealth Management, LLC 0.05% New 196,617 $2.9M
Family Office Research LLC 1.18% New 190,618 $2.9M
NewEdge Advisors, LLC 0.01% New 188,949 $2.8M
Arete Wealth Advisors, LLC 0.19% New 186,259 $2.8M
MJP Associates Inc. 0.35% New 184,225 $2.8M
Advisor OS, LLC 0.22% New 184,225 $2.8M
Coppell Advisory Solutions LLC 0.27% New 184,118 $2.8M
Lakeridge Wealth Management LLC 1.22% New 178,553 $2.7M
Calton & Associates, Inc. 0.38% New 174,471 $2.6M
Advisory Alpha, LLC 0.07% New 173,648 $2.6M
Greenup Street Wealth Management LLC 0.37% New 171,703 $2.6M
AlphaStar Capital Management, LLC 0.19% New 170,311 $2.6M
Virtu Financial LLC 0.10% New 169,818 $2.5M
Atlantic Union Bankshares Corp 0.05% New 165,565 $2.5M
Trivium Point Advisory, LLC 0.24% New 159,263 $2.4M
Western Wealth Management, LLC 0.11% New 154,368 $2.3M
Waverly Advisors, LLC 0.02% New 153,829 $2.3M
WealthPoint Financial, LLC 1.92% — 147,266 $2.2M
Strategic Blueprint, LLC 0.13% New 143,464 $2.2M
Ausdal Financial Partners, Inc. 0.10% New 142,622 $2.1M
Foundations Investment Advisors, LLC 0.03% New 139,790 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% New 139,340 $2.1M
Cornerstone Advisory, LLC 0.20% New 138,573 $2.1M
JBR Co Financial Management Inc 0.85% New 135,086 $2.0M
Kickstand Ventures, Llc. 0.42% New 134,075 $2.0M
IFG Advisory, LLC 0.09% New 132,164 $2.0M
Integrity Advisory Solutions, LLC 0.28% New 131,325 $2.0M
Kropog Financial Group, LLC 1.52% New 131,085 $2.0M
Madrona Financial Services, LLC 0.40% New 125,293 $1.9M
Tsfg, LLC 0.28% New 123,796 $1.9M
Closed-End Fund Advisors, Inc. 1.09% — 122,645 $1.8M
Berkeley, Inc 0.58% New 122,264 $1.8M
M Holdings Securities, Inc. 0.13% New 121,213 $1.8M
Marex Group Ltd 0.02% New 118,111 $1.8M
Mutual Advisors, LLC 0.04% New 117,710 $1.8M
Ignite Planners, LLC 0.27% New 105,996 $1.8M
SageView Advisory Group, LLC 0.06% New 116,506 $1.7M
Global Retirement Partners, LLC 0.03% New 112,052 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% New 112,394 $1.7M
Trek Financial, LLC 0.10% New 110,843 $1.7M
Naviter Wealth, LLC 0.21% New 108,233 $1.6M
Stratos Wealth Partners, LTD. 0.02% New 107,928 $1.6M
Glass Jacobson Investment Advisors llc 0.58% New 106,775 $1.6M
Veracity Capital LLC 0.47% New 105,628 $1.6M
Dudley Capital Management, LLC 0.68% New 103,392 $1.6M
Wealthcare Advisory Partners LLC 0.03% New 101,257 $1.5M
Cwm, LLC 0.00% New 95,208 $1.4M
US Bancorp \de 0.00% New 93,303 $1.4M
Patriot Financial Group Insurance Agency, LLC 0.16% New 90,982 $1.4M
Orion Porfolio Solutions, LLC 0.01% New 90,969 $1.4M
CX Institutional 0.04% New 90,621 $1.4M
Private Advisor Group, LLC 0.01% New 90,363 $1.4M
Socha Financial Group, LLC 0.66% New 89,667 $1.3M
Koshinski Asset Management, Inc. 0.09% New 88,464 $1.3M
Summit Investment Advisory Services, LLC 0.49% New 87,096 $1.3M
WCG Wealth Advisors LLC 0.04% New 86,814 $1.3M
Silver Oak Securities, Incorporated 0.09% New 86,580 $1.3M
Truist Financial Corp. 0.00% New 85,702 $1.3M
AMJ Financial Wealth Management 0.29% New 80,149 $1.2M
Drive Wealth Management, LLC 0.23% New 79,970 $1.2M
RHS Financial, LLC 0.58% New 79,186 $1.2M
Dynamic Advisor Solutions LLC 0.04% New 77,868 $1.2M
Berger Financial Group, Inc 0.07% New 77,311 $1.2M
IHT Wealth Management, LLC 0.03% New 76,969 $1.2M
Gallacher Capital Management LLC 0.45% New 76,854 $1.2M
Welch Financial Planning, LLC 0.81% — 74,080 $1.1M
Rockefeller Capital Management L.P. 0.00% New 73,720 $1.1M
LongView Wealth Management 0.27% New 69,517 $1.1M
Optimus Capital Advisors, LLC 0.64% — 73,200 $1.1M
SlateStone Wealth, LLC 0.09% New 72,657 $1.1M
OneDigital Investment Advisors LLC 0.01% New 72,408 $1.1M
Summit Financial Wealth Advisors, LLC 0.15% New 72,208 $1.1M
StoneX Group Inc. 0.05% New 71,215 $1.1M
Stratos Wealth Advisors, LLC 0.05% New 69,019 $1.0M
Financial Gravity Asset Management, Inc. 0.20% New 68,644 $1.0M
Blackhawk Capital Partners, LLC 0.38% New 66,702 $1.0M
Envestnet Asset Management Inc. 0.00% New 65,569 $984K
UBS Group AG 0.00% New 63,992 $960K
Arax Advisory Partners 0.03% New 61,030 $915K
Trademark Financial Management, LLC 0.49% New 59,093 $886K
Farther Finance Advisors, LLC 0.01% New 58,226 $873K
Cary Street Partners Financial LLC 0.02% New 56,045 $841K
Merit Financial Group, LLC 0.01% New 55,159 $827K
Stewardship Advisors, LLC 0.18% New 51,672 $775K
World Equity Group, Inc. 0.21% New 50,400 $756K
Retirement Financial Solutions, LLC 0.22% New 50,291 $754K
Claro Advisors Inc. 0.10% New 50,204 $753K
Wbi Investments, LLC 0.19% New 48,575 $729K
Equitable Holdings, Inc. 0.01% New 48,571 $729K
HighPoint Advisor Group LLC 0.02% New 48,509 $728K
HRC Wealth Management, LLC 0.34% New 46,724 $701K
DAVENPORT & Co LLC 0.00% New 46,324 $695K
Kings Path Partners LLC 0.24% New 45,970 $690K
International Assets Investment Management, LLC 0.05% New 45,633 $684K
Bellevue Asset Management, LLC 0.22% New 45,466 $681K
Baird Financial Group, Inc. 0.00% New 45,319 $680K
Csenge Advisory Group 0.03% New 45,077 $676K
TCFG Wealth Management, LLC 0.26% New 44,494 $667K
Tradition Wealth Management, LLC 0.05% New 43,700 $656K
Bokf, NA 0.01% New 41,767 $627K
Advisory Services Network, LLC 0.01% New 40,515 $608K
B. Riley Wealth Advisors, Inc. 0.03% New 39,980 $600K
Milestone Asset Management, LLC 0.11% New 39,647 $595K
Chicago Partners Investment Group LLC 0.01% New 37,908 $593K
HRT Financial LP 0.00% New 38,279 $574K
United Advisor Group, LLC 0.07% New 38,189 $573K
Summit Financial, LLC 0.01% New 38,098 $571K
Seven Springs Wealth Group, LLC 0.16% New 37,490 $562K
Earned Wealth Advisors, LLC 0.04% New 37,254 $559K
Capital Investment Counsel, Inc 0.06% New 36,412 $546K
Fiduciary Alliance LLC 0.04% New 35,904 $539K
RMR Wealth Builders 0.04% New 35,735 $536K
Elevation Point Wealth Partners, LLC 0.03% New 35,441 $532K
Syntegra Private Wealth Group, LLC 0.05% New 35,330 $530K
Savvy Advisors, Inc. 0.02% New 34,796 $522K
Prime Capital Investment Advisors, LLC 0.01% New 34,685 $520K
Regal Investment Advisors LLC 0.03% New 34,245 $514K
Spinnaker Investment Group, LLC 0.09% New 32,982 $495K
BlackRock, Inc. 0.00% New 32,935 $494K
JPMorgan Chase & Co. 0.00% New 32,800 $492K
Bleakley Financial Group, LLC 0.01% New 32,623 $489K
LRI Investments, LLC 0.04% New 32,303 $485K
AlphaCore Capital LLC 0.01% New 31,946 $479K
BlueChip Wealth Advisors LLC 0.20% New 31,367 $470K
PFG Investments, LLC 0.02% New 30,558 $458K
Intelligence Driven Advisers, LLC 0.07% New 30,452 $457K
FAS Wealth Partners, Inc. 0.03% New 29,177 $438K
CLG LLC 0.11% New 29,113 $437K
Hilltop Holdings Inc. 0.02% New 27,377 $411K
Wealthspire Advisors, LLC 0.00% New 27,315 $410K
Beto Financial Group, LLC 0.27% — 25,137 $407K
Cornerstone Wealth Management, LLC 0.02% New 26,377 $396K
Willner & Heller, LLC 0.28% New 26,191 $393K
Madison Wealth Partners, Inc 0.07% New 25,190 $378K
Providence Wealth Advisors, LLC 0.23% New 24,737 $376K
Sage Mountain Advisors LLC 0.02% New 24,978 $375K
TrueMark Investments, LLC 0.07% New 24,085 $361K
Gen-Wealth Partners Inc 0.12% New 24,064 $361K
EverSource Wealth Advisors, LLC 0.01% New 23,634 $355K
Sound View Wealth Advisors Group, LLC 0.02% New 23,467 $352K
Magnolia Private Wealth, LLC 0.25% New 23,421 $351K
Ameriflex Group, Inc. 0.18% New 23,045 $346K
Rehmann Capital Advisory Group 0.02% New 40,652 $340K
Fisher Asset Management 0.00% New 22,531 $338K
Plan Group Financial, LLC 0.09% New 22,214 $333K
Professional Financial Advisors, LLC 0.07% New 22,196 $333K
Synergy Investment Management, LLC 0.11% New 21,322 $320K
GTS Securities LLC 0.01% New 21,104 $317K
Evolve Private Wealth, LLC 0.02% — 20,800 $312K
JMG Financial Group, Ltd. 0.01% New 20,785 $312K
Zacks Investment Management 0.00% New 20,767 $312K
Kingswood Wealth Advisors, LLC 0.01% New 20,724 $311K
Keybank National Association 0.00% New 20,619 $309K
First Trust Advisors LP 0.00% New 20,262 $304K
Sound Income Strategies, LLC 0.01% New 18,545 $299K
Investor's Fiduciary Advisor Network, LLC 0.06% New 19,978 $299K
Aviso Wealth Management 0.12% New 19,617 $294K
Thoroughbred Financial Services, LLC 0.02% New 19,491 $292K
Cooper Financial Group 0.03% New 18,598 $279K
BIP Wealth, LLC 0.01% New 18,416 $276K
PFG Advisors 0.01% New 18,036 $271K
Benson Wealth Management INC 0.30% — 17,966 $269K
Intrua Financial, LLC 0.03% New 17,923 $269K
Choreo, LLC 0.00% New 17,903 $269K
Tucker Asset Management LLC 0.08% New 17,712 $266K
SeaCrest Wealth Management, LLC 0.03% New 17,896 $263K
Axxcess Wealth Management, LLC 0.00% New 17,494 $262K
Total Clarity Wealth Management, Inc. 0.06% New 17,232 $258K
Signal Advisors Wealth, LLC 0.02% New 16,745 $251K
American Institute for Advanced Investment Management, LLP 0.16% New 16,732 $251K
Continuum Advisory, LLC 0.03% New 16,637 $250K
Weatherly Asset Management L. P. 0.02% New 16,387 $246K
Ameriprise Financial Inc. 0.00% New 16,237 $244K
Vise Technologies, Inc. 0.00% New 16,225 $243K
AJ Advisors, LLC 0.09% New 16,199 $243K
Gaddis Premier Wealth Advisors LLC 0.18% — 15,778 $237K
Royal Bank of Canada 0.00% New 15,493 $233K
Brucke Financial, Inc. 0.13% New 15,317 $230K
Insigneo Advisory Services, LLC 0.02% New 14,917 $224K
Composition Wealth, LLC 0.00% New 14,816 $222K
Boreal Capital Management LLC 0.20% New 14,744 $221K
Cross Staff Investments Inc 0.12% New 14,649 $220K
Belpointe Asset Management LLC 0.01% New 14,550 $218K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 14,460 $217K
Inspire Advisors, LLC 0.02% New 14,366 $215K
Golden State Wealth Management, LLC 0.02% New 14,303 $215K
Lifeworks Advisors, LLC 0.03% New 14,066 $211K
Allen Capital Group, LLC 0.02% New 13,872 $208K
GM Advisory Group, LLC 0.01% New 12,958 $194K
Acorn Financial Advisory Services Inc. 0.03% New 12,861 $193K
Montis Financial, LLC 0.04% New 12,802 $192K
25 LLC 0.06% New 12,585 $189K
NWF Advisory Services Inc. 0.02% New 12,579 $189K
Ritter Daniher Financial Advisory LLC / DE 0.03% New 12,560 $188K
Sax Wealth Advisors, LLC 0.01% New 12,461 $187K
HM Payson & Co. 0.00% New 12,247 $184K
D.A. Davidson & Co. 0.00% New 12,221 $183K
Robertson Stephens Wealth Management, LLC 0.01% New 12,025 $180K
Cresset Asset Management, LLC 0.00% New 11,878 $178K
Strategic Advocates LLC 0.04% New 11,577 $174K
Oregon Pacific Wealth Management, LLC 0.18% New 11,499 $172K
Apollon Wealth Management, LLC 0.00% New 11,455 $172K
Quartz Partners, LLC 0.06% New 11,434 $172K
Motiv8 Investments LLC 0.09% New 11,386 $171K
Safeguard Investment Advisory Group, LLC 0.04% New 11,111 $167K
Applied Capital LLC 0.06% New 10,937 $164K
KWB Wealth 0.02% New 10,803 $162K
SFG Wealth Management, LLC. 0.06% New 10,684 $160K
Curi Capital, LLC 0.00% New 10,541 $158K
IFP Advisors, Inc 0.00% New 10,481 $157K
Sowell Financial Services LLC 0.01% New 10,240 $154K
Resurgent Financial Advisors LLC 0.08% New 10,234 $154K
BOS Asset Management, LLC 0.04% New 10,033 $150K
Medallion Wealth Advisors, LLC 0.04% New 8,886 $133K
Legacy Wealth Managment, LLC 0.06% New 8,622 $129K
Allworth Financial LP 0.00% New 7,359 $110K
Cary Street Partners Investment Advisory LLC 0.03% New 6,965 $104K
Arlington Trust Co LLC 0.01% New 6,464 $97K
Anchor Investment Management, LLC 0.01% New 6,427 $96K
Wealth Watch Advisors, INC 0.03% New 6,246 $94K
Bank of America Corp. 0.00% New 6,107 $92K
Investment Counsel Co. of Nevada 0.20% New 6,062 $91K
PNC Financial Services Group, Inc. 0.00% New 6,020 $90K
CIBC Private Wealth Group LLC 0.00% New 5,985 $90K
Blue Trust, Inc. 0.00% New 5,596 $84K
DiNuzzo Private Wealth, Inc. 0.01% New 5,444 $82K
Private Wealth Asset Management, LLC 0.01% New 4,378 $66K
Asset Dedication, LLC 0.00% New 4,186 $63K
MassMutual Private Wealth & Trust, FSB 0.00% New 4,065 $61K
TD Waterhouse Canada Inc. 0.00% New 4,000 $60K
Litman Gregory Wealth Management LLC 0.00% New 3,755 $56K
Comerica Bank 0.00% New 3,632 $54K
GHP Investment Advisors, Inc. 0.00% New 3,572 $54K
CENTRAL TRUST Co 0.00% New 3,541 $53K
Reyes Financial Architecture, Inc. 0.03% New 3,084 $46K
Smithfield Trust Co 0.00% New 2,908 $44K
MAI Capital Management 0.00% New 2,836 $43K
New Millennium Group LLC 0.02% New 2,513 $38K
First Command Advisory Services, Inc. 0.00% New 2,450 $37K
REAP Financial Group, LLC 0.01% New 2,310 $35K
Clearstead Advisors, LLC 0.00% New 2,068 $31K
Kingdom Financial Group LLC. 0.01% New 2,020 $30K
WPG Advisers, LLC 0.02% New 1,861 $28K
IFC & Insurance Marketing, Inc. 0.03% — 1,759 $26K
Strategic Wealth Partners, Ltd. 0.00% New 1,590 $24K
Kilter Group LLC 0.01% New 1,458 $22K
Commonwealth Retirement Investments LLC 0.01% New 1,416 $21K
Dunhill Financial, LLC 0.01% New 1,393 $21K
Triumph Capital Management 0.00% New 1,295 $19K
Capital Analysts, LLC 0.00% New 1,291 $19K
AdvisorNet Financial, Inc 0.00% New 1,233 $18K
Fifth Third Bancorp 0.00% New 1,150 $17K
Quest 10 Wealth Builders, Inc. 0.01% New 1,077 $16K
Truvestments Capital LLC 0.00% New 1,034 $16K
Assetmark, Inc. 0.00% New 1,026 $15K
GPS Wealth Strategies Group, LLC 0.01% New 932 $14K
Vermillion Wealth Management, Inc. 0.01% New 893 $13K
Jones Financial Companies LLLP 0.00% New 815 $12K
Walsh & Associates, LLC 0.01% — 801 $12K
Steward Partners Investment Advisory, LLC 0.00% New 741 $11K
Bessemer Group Inc. 0.00% New 753 $11K
WFA of San Diego, LLC 0.01% New 705 $11K
Creative Financial Designs Inc. 0.00% New 677 $10K
Lloyd Advisory Services, LLC. 0.00% New 628 $9K
Ankerstar Wealth, LLC 0.01% — 592 $9K
Lodestone Wealth Management LLC 0.00% New 547 $8K
Transce3nd, LLC 0.07% New 506 $8K
Navalign, LLC 0.00% New 533 $8K
Barrett & Company, Inc. 0.00% New 519 $8K
Brown Brothers Harriman & Co. 0.00% New 491 $7K
Elevated Capital Advisors, LLC 0.00% New 435 $7K
Three Bearings Fiduciary Advisors, Inc. 0.01% — 363 $6K
Pinnacle Wealth Planning Services, Inc. 0.00% New 384 $6K
United Community Bank 0.00% New 334 $5K
Pittenger & Anderson Inc. 0.00% New 311 $5K
Key Capital Management, INC 0.00% — 310 $5K
Smartleaf Asset Management LLC 0.00% New 307 $5K
Key Financial Inc 0.00% New 294 $4K
Salomon & Ludwin, LLC 0.00% New 277 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% New 253 $4K
Transamerica Financial Advisors, LLC 0.00% New 240 $4K
Beaird Harris Wealth Management, LLC 0.00% New 222 $3K
SHP Wealth Management 0.00% — 173 $3K
Quaker Wealth Management, LLC 0.00% New 150 $2K
Hughes Financial Services, LLC 0.00% New 122 $2K
JNBA Financial Advisors 0.00% New 97 $1K
ORG Partners LLC 0.00% New 87 $1K
Navigoe, LLC 0.00% New 113 $1K
Russell Investments Group, Ltd. 0.00% New 2 $30

"% of holder's portfolio" is BPRE's weight in each manager's 13F, not the share of Bluerock Private Real Estate the manager owns.