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icono de BPRE

Bluerock Private Real Estate Fund
BPRE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
USD 100 M -USD 3.39 M -218,573 -3%
Saba Capital Management
2
Saba Capital Management
New York
USD 87.7 M +USD 30.7 M +1,976,013 +41%
LPL Financial
3
LPL Financial
California
USD 71.5 M -USD 4.38 M -282,345 -5%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
USD 60.9 M +USD 3.32 M +213,903 +5%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
USD 42.4 M +USD 3.68 M +237,179 +8%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
USD 39.1 M -USD 3.19 M -205,795 -6%
Midland Wealth Advisors
7
Midland Wealth Advisors
Illinois
USD 37.2 M +USD 5.57 M +358,921 +14%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
USD 36.2 M -USD 9.8 M -630,383 -18%
Morgan Stanley
9
Morgan Stanley
New York
USD 33 M +USD 11.3 M +729,197 +40%
QPWM
10
Quadrant Private Wealth Management
Pennsylvania
USD 26.5 M +USD 1.95 M +125,654 +7%
Pasadena Private Wealth
11
Pasadena Private Wealth
California
USD 25.1 M +USD 737 k +47,520 +3%
Stratos Wealth Partners
12
Stratos Wealth Partners
Ohio
USD 23.3 M +USD 16.8 M +1,085,847 +154%
Osaic Holdings
13
Osaic Holdings
Arizona
USD 22 M +USD 3.7 M +238,387 +16%
Independent Financial Group
14
Independent Financial Group
California
USD 16.3 M +USD 1.52 M +97,712 +8%
TIA
15
Traphagen Investment Advisors
New Jersey
USD 15.2 M -USD 39.6 k -2,553 -0.2%
HighTower Advisors
16
HighTower Advisors
Illinois
USD 13 M -USD 661 k -42,598 -4%
Citadel Advisors
17
Citadel Advisors
Florida
USD 11.6 M +USD 13.9 M +893,749 Nuevas
Modern Wealth Management
18
Modern Wealth Management
Kansas
USD 11.3 M +USD 4.67 M +300,829 +53%
Raymond James Financial
19
Raymond James Financial
Florida
USD 8.3 M +USD 3.54 M +228,321 +56%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 6.57 M -USD 139 k -8,934 -2%
Arkadios Wealth Advisors
21
Arkadios Wealth Advisors
Georgia
USD 6.55 M -USD 42 k -2,708 -0.5%
Mount Yale Investment Advisors
22
Mount Yale Investment Advisors
Colorado
USD 6.34 M +USD 1.2 M +77,336 +19%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
USD 6.17 M +USD 1.14 M +73,171 +18%
B. Riley Wealth Advisors
24
B. Riley Wealth Advisors
Florida
USD 6.06 M +USD 2.27 M +146,108 +47%
Aptus Capital Advisors
25
Aptus Capital Advisors
Alabama
USD 5.86 M +USD 587 k +37,819 +9%
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