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BPRE

Bluerock Private Real Estate Fund
BPRE

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
26
Octavia Wealth Advisors
Ohio
$6.89M -$195K -11,733 -3%
WAG
27
Wilkerson Advisory Group
Missouri
$6.86M +$240K +14,386 +4%
ACA
28
Aptus Capital Advisors
Alabama
$6.85M +$2.74M +164,806 +66%
MYIA
29
Mount Yale Investment Advisors
Colorado
$6.81M +$6.24M +374,787 +1,057%
Raymond James Financial
30
Raymond James Financial
Florida
$6.81M +$3.34M +200,726 +96%
GWANC
31
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.68M +$2.89M +173,816 +76%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$6.66M +$5.58M +335,386 +512%
BI
33
Bulldog Investors
New Jersey
$6.2M +$2.17M +130,515 +54%
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$6.02M -$8.2M -492,275 -58%
SCM
35
SCS Capital Management
Massachusetts
$5.76M -$55.8K -3,352 -1%
SIA
36
Soltis Investment Advisors
Utah
$5.76M -$650K -39,048 -10%
APP
37
Avantax Planning Partners
Iowa
$5.72M -$155K -9,332 -3%
Wells Fargo
38
Wells Fargo
California
$5.69M -$7.23M -434,540 -56%
IWC
39
Integrated Wealth Concepts
Massachusetts
$5.3M -$1.39M -83,550 -21%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$5.02M +$5.04M +302,422 New
BRWA
41
B. Riley Wealth Advisors
Florida
$4.97M +$4.48M +268,865 +672%
HI
42
Harbour Investments
Wisconsin
$4.93M +$4.94M +296,655 New
DC
43
Davenport & Co
Virginia
$4.8M +$4.04M +242,881 +524%
SA
44
Sanctuary Advisors
Indiana
$4.78M -$1.13M -68,107 -19%
SIA
45
Sit Investment Associates
Minnesota
$4.73M -$1.08M -65,000 -19%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$4.32M +$3.57M +214,643 +474%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$4.15M -$773K -46,409 -16%
Cerity Partners
48
Cerity Partners
New York
$4.1M -$804K -48,274 -16%
MC
49
Matisse Capital
Oregon
$4.09M +$353K +21,200 +9%
RF
50
Rossby Financial
Florida
$3.9M -$333K -20,010 -8%