Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Bluerock Private Real Estate Fund eröffnet haben, gehören Midland Wealth Advisors Llc, Mercer Global Advisors Inc /adv, Harbour Investments, Inc., Lido Advisors, LLC, Uniting Wealth Partners, LLC, Sterneck Capital Management, LLC, Noble Wealth Management PBC, SageView Advisory Group, LLC, Global Retirement Partners, LLC, Umb Bank N A/mo, Cohen & Steers, Inc., Mml Investors Services, Llc, LexAurum Advisors, LLC, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, TCFG Investment Advisors, LLC, Boston Partners, Spectrum Strategic Capital Management, LLC, Independent Advisor Alliance, Financial Advisory Service, Inc., und Cruiser Capital Advisors, Llc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Inspire Advisors, LLC | 16.921 | 17,79 | 281 | 30,70 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 72.991 | 0,81 | 1.212 | 11,60 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 402.270 | 76,08 | 6.682 | 95,01 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 120.819 | 2.007 | ||||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 413.121 | 3,61 | 6.862 | 14,71 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 18.307 | 304 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 93.667 | 351,97 | 1.556 | 401,61 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 259.962 | 473,63 | 4.318 | 535,79 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 44.309 | 138,25 | 736 | 164,39 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 569 | 9 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.042.022 | 1,17 | 17.308 | 12,03 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 581 | 10 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 24.181 | 402 | ||||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 42.596 | 113,21 | 1 | |||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 128.403 | 24,19 | 2.133 | 37,55 | ||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 125.680 | 2.088 | ||||||
| 2026-05-15 | 13F | Saba Capital Management, L.P. | 4.766.113 | 55,01 | 79.165 | 71,65 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 10.035 | 167 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 31.338 | 521 | ||||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 102.251 | 1.698 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 199.068 | 1,25 | 3.307 | 12,11 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 8 | |||||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 23.731 | 386 | ||||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 1.899 | 2,04 | 32 | 14,81 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 149.931 | 4,51 | 2.490 | 15,76 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 82.496 | 14,25 | 1.370 | 26,50 | ||||
| 2026-04-24 | 13F | United Community Bank | 1.082 | 223,95 | 18 | 240,00 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 59.034 | 14,25 | 981 | 26,45 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.675 | 28 | ||||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 89.108 | 170,17 | 1.480 | 199,60 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 702.858 | 551,23 | 11.674 | 621,51 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1.622 | 2,01 | 27 | 13,04 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 3.755 | 56 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1.162 | 85,03 | 19 | 111,11 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 23.871 | 3,58 | 396 | 14,78 | ||||
| 2026-05-12 | 13F | Creative Planning | 427.291 | 22,66 | 7.097 | 35,83 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 216.137 | 3.590 | ||||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 19.929 | 8,22 | 331 | 19,93 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 3.817 | 55,80 | 63 | 75,00 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 565.792 | 22,55 | 9.398 | 35,70 | ||||
| 2026-05-08 | 13F | Bulldog Investors, LLP | 373.019 | 53,82 | 6.196 | 70,33 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 13.358 | 222 | ||||||
| 2026-04-08 | 13F | Sfm, Llc | 25.260 | 420 | ||||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 100.000 | 2 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 19.623 | 326 | ||||||
| 2026-04-16 | 13F | Envision Financial LLC | 11.054 | 184 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 506.004 | 0,12 | 8.405 | 10,87 | ||||
| 2026-05-15 | 13F | Cruiser Capital Advisors, Llc | 27.900 | 463 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 2.110 | 2,03 | 35 | 12,90 | ||||
| 2026-05-05 | 13F | Providence Wealth Advisors, LLC | 24.940 | 0,82 | 415 | 10,37 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 94.966 | 95,77 | 1.577 | 116,92 | ||||
| 2026-05-05 | 13F | PFG Advisors | 24.116 | 33,71 | 401 | 48,15 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 302.422 | 5.023 | ||||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 10.152 | 1,19 | 169 | 12,00 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 51.974 | 7,00 | 863 | 18,54 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 227.080 | 33,33 | 3.772 | 47,65 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 529 | 1,93 | 9 | 14,29 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 227 | 2,25 | 4 | 0,00 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 6.000 | 100 | ||||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 38.948 | 10,24 | 647 | 22,12 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 33.945 | 5,08 | 564 | 16,32 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 6.555 | 1,99 | 109 | 12,50 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 1.883.232 | 89,12 | 31.280 | 109,43 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 194.153 | 4,27 | 3.225 | 161.100,00 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 412.695 | 66,48 | 6.855 | 84,35 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 29.177 | 438 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 4.465.388 | 1,90 | 74 | 13,85 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 22.796 | 379 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 13.214 | 15,36 | 219 | 28,07 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 10.109 | 168 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 16.811 | 1,05 | 279 | 12,05 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 409.707 | 96,05 | 6.805 | 117,13 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 240 | 4 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 11.386 | 0 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 289.205 | 524,31 | 4.804 | 592,07 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 85.802 | 11,48 | 1.425 | 23,48 | ||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 178.276 | 45,36 | 2.961 | 61,01 | ||||
| 2026-04-21 | 13F | Capital Investment Counsel, Inc | 38.463 | 5,63 | 639 | 16,85 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 6.341 | 13,31 | 105 | 26,51 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 21.320 | 8,68 | 354 | 20,41 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 63.407 | 5.413,65 | 1.053 | 6.094,12 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 15.319 | 0,01 | 254 | 10,92 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 308.845 | 672,50 | 4.972 | 730,05 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 7.892 | 965,05 | 131 | 1.090,91 | ||||
| 2026-05-11 | 13F | Boston Partners | 40.019 | 665 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1.186.168 | 15,76 | 19.702 | 28,18 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 111.884 | 0,94 | 1.858 | 11,79 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 283 | 2,17 | 5 | 0,00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 26.984 | 2,30 | 448 | 13,42 | ||||
| 2026-04-15 | 13F | City Holding Co | 92 | 2 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 45.200 | 3,43 | 751 | 14,50 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 1.454 | 24 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 19.025 | 316 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 5.985 | 90 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 38.727 | 2,16 | 620 | 4,38 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 10.805 | 3,09 | 179 | 14,01 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 244 | 1,67 | 4 | 33,33 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 1.648 | 27 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 112.052 | 1.681 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 169.394 | 10,12 | 2.814 | 21,93 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 109.569 | 1,23 | 1.820 | 12,08 | ||||
| 2026-04-16 | 13F | Security National Bank | 4.185 | 70 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1.807.588 | 258,19 | 30.024 | 296,67 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 61.517 | 22,53 | 1.022 | 35,59 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 17.712 | 266 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7.577 | 829,69 | 124 | 933,33 | ||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 133.494 | 1,84 | 2.217 | 12,77 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 1.156.813 | 34,70 | 19.215 | 49,17 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 24.119 | 87,54 | 401 | 108,33 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 1.170.967 | 2,08 | 19.450 | 13,03 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 182 | 3 | ||||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 14.232 | 236 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 171 | 3 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 191.699 | 160,04 | 3.184 | 188,14 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.258 | 2,03 | 21 | 11,11 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 49.740 | 826 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 116.506 | 1.748 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 12.062 | 0,31 | 200 | 11,11 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 91.818 | 101,95 | 1.525 | 123,94 | ||||
| 2026-05-14 | 13F | K2 Principal Fund, L.p. | 10.900 | 181 | ||||||
| 2026-05-14 | 13F | Spectrum Strategic Capital Management, LLC | 39.929 | 663 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 932 | 14 | ||||||
| 2026-05-13 | 13F | Family Office Research LLC | 192.234 | 0,85 | 3.193 | 10,37 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 112.043 | 63,22 | 1.861 | 80,86 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 13.374 | 222 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 198.150 | 0,51 | 3.291 | 164.450,00 | ||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 76.037 | 14,00 | 1.263 | 26,20 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 18.316 | 45,83 | 304 | 61,70 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 51.850 | 13,62 | 861 | 25,88 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 177.214 | 94,78 | 2.944 | 115,76 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 105.694 | 0,06 | 1.756 | 10,80 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 9.225 | 32,45 | 153 | 47,12 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 3.088 | 51 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 982 | 16 | ||||||
| 2026-05-08 | 13F | Quantify Chaos Advisors, Llc | 12.216 | 203 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 76.289 | 1.267 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 5.334 | 89 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 43.534 | 723 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 35.856 | 72,38 | 596 | 90,71 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 157.644 | 1.189,94 | 2.618 | 1.330,60 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 11.141 | 185 | ||||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 0 | 0 | ||||||
| 2026-04-24 | 13F | Luminist Capital LLC | 8.085 | 134 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 228.397 | 2,22 | 3.794 | 13,19 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 7.931.555 | 0,66 | 131.739 | 11,46 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 51.885 | 6,82 | 778 | 6,87 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 14.087 | 234 | ||||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 82.571 | 252,55 | 1.372 | 290,60 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 118.480 | 111,40 | 1.968 | 134,17 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 400.955 | 511,50 | 6.660 | 577,42 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 3.222 | 0 | ||||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 2.497.039 | 41.476 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 513.887 | 3.216,90 | 8.536 | 3.563,52 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 125.008 | 148,03 | 2.076 | 174,60 | ||||
| 2026-05-08 | 13F | Matisse Capital | 246.000 | 9,43 | 4.086 | 21,17 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.321 | 2,01 | 22 | 10,53 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3.632 | 54 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 43.436 | 721 | ||||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 23.117 | 384 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 87 | 1 | ||||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 1.914.429 | 74,40 | 31.799 | 93,12 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.432 | 24 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 15.049 | 46,96 | 250 | 62,75 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 245 | 10,41 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 2.513 | 38 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 296.655 | 4.927 | ||||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 202.387 | 3.362 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 410.228 | 1.057,50 | 6.814 | 1.183,05 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5.778.813 | 5,75 | 95.986 | 17,10 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 89.282 | 14,66 | 1.483 | 26,88 |
