Who owns BPRE (BPRE)
Which tracked institutional funds hold BPRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BPRE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
86 tracked funds added or opened BPRE while 51 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BPRE’s largest tracked holder by dollar value, CAPTRUST FINANCIAL ADVISORS, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BPRE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 318 tracked filers holding BPRE, 155 increased or opened the position and 220 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BPRE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- MIDLAND WEALTH ADVISORS, LLC$41M
- MERCER GLOBAL ADVISORS INC /ADV$5M
- HARBOUR INVESTMENTS, INC.$5M
- Lido Advisors, LLC$4M
- Uniting Wealth Partners, LLC$3M
- Sterneck Capital Management, LLC$2M
Full exits 15
- RIVERNORTH CAPITAL MANAGEMENT, LLC$15M
- CITADEL ADVISORS LLC$6M
- J.W. COLE ADVISORS, INC.$4M
- Almitas Capital LLC$3M
- NewEdge Advisors, LLC$3M
- Advisor OS, LLC$3M
Largest adds
- Saba Capital Management, L.P.$33M
- MORGAN STANLEY$22M
- Pasadena Private Wealth, LLC$16M
- Quadrant Private Wealth Management, LLC$15M
- LPL Financial LLC$14M
- CAPTRUST FINANCIAL ADVISORS$14M
Largest trims
- JANE STREET GROUP, LLC$13M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- Thomas J. Herzfeld Advisors, Inc.$7M
- WELLS FARGO & COMPANY/MN$6M
- Turning Point Benefit Group, Inc.$4M
- Virtu Financial LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS added | 7,931,555 | $132M | 11.5% | 2026-Q1 |
| LPL Financial LLC added | 5,778,813 | $96M | 8.4% | 2026-Q1 |
| Saba Capital Management, L.P. added | 4,766,113 | $79M | 6.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 4,465,388 | $74M | 6.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 3,411,824 | $57M | 4.9% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 3,211,031 | $53M | 4.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 3,020,285 | $50M | 4.4% | 2026-Q1 |
| MIDLAND WEALTH ADVISORS, LLC new | 2,497,039 | $41M | 3.6% | 2026-Q1 |
| Quadrant Private Wealth Management, LLC added | 1,914,429 | $32M | 2.8% | 2026-Q1 |
| Pasadena Private Wealth, LLC added | 1,883,232 | $31M | 2.7% | 2026-Q1 |
| MORGAN STANLEY added | 1,807,588 | $30M | 2.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,455,864 | $24M | 2.1% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 1,186,168 | $20M | 1.7% | 2026-Q1 |
| TRAPHAGEN INVESTMENT ADVISORS LLC added | 1,170,967 | $19M | 1.7% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 1,091,078 | $18M | 1.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,042,022 | $17M | 1.5% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 702,858 | $12M | 1.0% | 2026-Q1 |
| Modern Wealth Management, LLC added | 565,792 | $9M | 0.8% | 2026-Q1 |
| BSW Wealth Partners trimmed | 534,972 | $9M | 0.8% | 2026-Q1 |
| Brookstone Capital Management trimmed | 516,373 | $9M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 513,887 | $9M | 0.7% | 2026-Q1 |
| Arkadios Wealth Advisors added | 506,004 | $8M | 0.7% | 2026-Q1 |
| Callan Family Office, LLC trimmed | 432,606 | $7M | 0.6% | 2026-Q1 |
| Creative Planning added | 427,291 | $7M | 0.6% | 2026-Q1 |
| Guardian Financial Partners, LLC trimmed | 422,705 | $7M | 0.6% | 2026-Q1 |
| Octavia Wealth Advisors, LLC trimmed | 414,859 | $7M | 0.6% | 2026-Q1 |
| Wilkerson Advisory Group LLC added | 413,121 | $7M | 0.6% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 412,695 | $7M | 0.6% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 410,228 | $7M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 409,707 | $7M | 0.6% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 402,270 | $7M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 400,955 | $7M | 0.6% | 2026-Q1 |
| Bulldog Investors, LLP added | 373,019 | $6M | 0.5% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 362,504 | $6M | 0.5% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 346,619 | $6M | 0.5% | 2026-Q1 |
| Soltis Investment Advisors LLC trimmed | 346,565 | $6M | 0.5% | 2026-Q1 |
| Avantax Planning Partners, Inc. trimmed | 344,467 | $6M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 342,819 | $6M | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 318,785 | $5M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 302,422 | $5M | 0.4% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 308,845 | $5M | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 296,655 | $5M | 0.4% | 2026-Q1 |
| DAVENPORT & Co LLC added | 289,205 | $5M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 287,537 | $5M | 0.4% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC trimmed | 285,000 | $5M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 259,962 | $4M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 249,743 | $4M | 0.4% | 2026-Q1 |
| Cerity Partners LLC trimmed | 246,932 | $4M | 0.4% | 2026-Q1 |
| Matisse Capital added | 246,000 | $4M | 0.4% | 2026-Q1 |
| Rossby Financial, LCC trimmed | 234,769 | $4M | 0.3% | 2026-Q1 |
| Nova R Wealth, Inc. trimmed | 232,620 | $4M | 0.3% | 2026-Q1 |
| PINKERTON WEALTH, LLC trimmed | 256,599 | $4M | 0.3% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 228,397 | $4M | 0.3% | 2026-Q1 |
| SHERMAN PORFOLIOS, LLC trimmed | 227,883 | $4M | 0.3% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 227,080 | $4M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 224,688 | $4M | 0.3% | 2026-Q1 |
| CATHY PARETO & ASSOCIATES, INC trimmed | 222,951 | $4M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC new | 216,137 | $4M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 206,168 | $3M | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 202,954 | $3M | 0.3% | 2026-Q1 |
| Uniting Wealth Partners, LLC new | 202,387 | $3M | 0.3% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 199,068 | $3M | 0.3% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC added | 198,150 | $3M | 0.3% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 194,153 | $3M | 0.3% | 2026-Q1 |
| Family Office Research LLC added | 192,234 | $3M | 0.3% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 191,820 | $3M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 191,699 | $3M | 0.3% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. added | 178,276 | $3M | 0.3% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 177,214 | $3M | 0.3% | 2026-Q1 |
| Lakeridge Wealth Management LLC trimmed | 176,453 | $3M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 174,633 | $3M | 0.3% | 2026-Q1 |
| Waverly Advisors, LLC added | 169,394 | $3M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 163,594 | $3M | 0.2% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 159,964 | $3M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 157,644 | $3M | 0.2% | 2026-Q1 |
| Trivium Point Advisory, LLC trimmed | 152,558 | $3M | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC added | 149,931 | $2M | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 147,117 | $2M | 0.2% | 2026-Q1 |
| Kropog Financial Group, LLC added | 133,494 | $2M | 0.2% | 2026-Q1 |
| WealthPoint Financial, LLC | 147,266 | $2M | 0.2% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. trimmed | 132,477 | $2M | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 131,105 | $2M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 128,908 | $2M | 0.2% | 2026-Q1 |
| DUDLEY CAPITAL MANAGEMENT, LLC added | 128,403 | $2M | 0.2% | 2026-Q1 |
| Sterneck Capital Management, LLC new | 125,680 | $2M | 0.2% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. added | 125,008 | $2M | 0.2% | 2026-Q1 |
| Apollo Management Holdings, L.P. trimmed | 124,596 | $2M | 0.2% | 2026-Q1 |
| JBR Co Financial Management Inc | 135,086 | $2M | 0.2% | 2026-Q1 |
| Madrona Financial Services, LLC trimmed | 121,063 | $2M | 0.2% | 2026-Q1 |
| Noble Wealth Management PBC new | 120,819 | $2M | 0.2% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC new | 1,004,483 | $15M | 1.3% | 2025-Q4 stale |
| CITADEL ADVISORS LLC new | 429,890 | $6M | 0.6% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. new | 255,928 | $4M | 0.3% | 2025-Q4 stale |
| Almitas Capital LLC new | 212,185 | $3M | 0.3% | 2025-Q4 stale |
| NewEdge Advisors, LLC new | 188,949 | $3M | 0.2% | 2025-Q4 stale |
| MJP ASSOCIATES INC /ADV new | 184,225 | $3M | 0.2% | 2025-Q4 stale |
| Advisor OS, LLC new | 184,225 | $3M | 0.2% | 2025-Q4 stale |
| Coppell Advisory Solutions LLC new | 184,118 | $3M | 0.2% | 2025-Q4 stale |
| Advisory Alpha, LLC new | 173,648 | $3M | 0.2% | 2025-Q4 stale |
| Cornerstone Advisory, LLC new | 138,573 | $2M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.