Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
The tracked-fund tape on BPRE is one-sided between 2026-Q1 and 2026-Q2: 25 added or opened and 125 trimmed or exited — on balance reducing.
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 0.1% 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 2026-Q1 and 2026-Q2, across 297 tracked filers holding BPRE, 132 increased or opened the position and 196 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 2026-Q1 and 2026-Q2 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 10
- CITADEL ADVISORS LLC$12M
- Ameritas Advisory Services, LLC$4M
- J.W. COLE ADVISORS, INC.$3M
- Advisory Alpha, LLC$3M
- NewEdge Advisors, LLC$2M
- Financial Gravity Companies, Inc.$1M
Full exits 22
- Cambridge Investment Research Advisors, Inc.$74M
- Sunbelt Securities, Inc.$20M
- HighTower Advisors, LLC$17M
- BSW Wealth Partners$9M
- Octavia Wealth Advisors, LLC$7M
- Integrated Wealth Concepts LLC$5M
Largest adds
- Stratos Wealth Partners, LTD.$12M
- Saba Capital Management, L.P.$9M
- IFG Advisory, LLC$6M
- JANE STREET GROUP, LLC$4M
- Turning Point Benefit Group, Inc.$3M
- MORGAN STANLEY$3M
Largest trims
- CAPTRUST FINANCIAL ADVISORS$31M
- LPL Financial LLC$24M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$20M
- Cetera Investment Advisers$14M
- Focus Partners Wealth$8M
- Pasadena Private Wealth, LLC$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS trimmed | 7,712,982 | $100M | 11.8% | 2026-Q2 |
| Saba Capital Management, L.P. added | 6,742,126 | $88M | 10.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 5,496,468 | $72M | 8.4% | 2026-Q2 |
| Focus Partners Wealth added | 3,257,464 | $42M | 5.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 3,005,236 | $39M | 4.6% | 2026-Q2 |
| MIDLAND WEALTH ADVISORS, LLC added | 2,855,960 | $37M | 4.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 2,781,441 | $36M | 4.2% | 2026-Q2 |
| MORGAN STANLEY added | 2,536,785 | $33M | 3.9% | 2026-Q2 |
| Quadrant Private Wealth Management, LLC added | 2,040,083 | $27M | 3.1% | 2026-Q2 |
| Pasadena Private Wealth, LLC added | 1,930,752 | $25M | 2.9% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 1,788,705 | $23M | 2.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,694,251 | $22M | 2.6% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 1,254,525 | $16M | 1.9% | 2026-Q2 |
| TRAPHAGEN INVESTMENT ADVISORS LLC trimmed | 1,168,414 | $15M | 1.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 893,749 | $12M | 1.4% | 2026-Q2 |
| Modern Wealth Management, LLC added | 866,621 | $11M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 638,028 | $8M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 504,953 | $7M | 0.8% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 503,296 | $7M | 0.8% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 487,564 | $6M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 474,126 | $6M | 0.7% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 454,953 | $6M | 0.7% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 450,514 | $6M | 0.7% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 449,196 | $6M | 0.7% | 2026-Q2 |
| Bulldog Investors, LLP added | 445,794 | $6M | 0.7% | 2026-Q2 |
| Callan Family Office, LLC added | 433,950 | $6M | 0.7% | 2026-Q2 |
| IFG Advisory, LLC added | 429,508 | $6M | 0.7% | 2026-Q2 |
| Guardian Financial Partners, LLC added | 427,239 | $6M | 0.7% | 2026-Q2 |
| Wilkerson Advisory Group LLC trimmed | 404,879 | $5M | 0.6% | 2026-Q2 |
| Brookstone Capital Management trimmed | 383,720 | $5M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 351,166 | $5M | 0.5% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 343,950 | $4M | 0.5% | 2026-Q2 |
| Creative Planning trimmed | 340,060 | $4M | 0.5% | 2026-Q2 |
| Baird Financial Group, Inc. added | 335,124 | $4M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 327,525 | $4M | 0.5% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 324,687 | $4M | 0.5% | 2026-Q2 |
| Turning Point Benefit Group, Inc. added | 314,277 | $4M | 0.5% | 2026-Q2 |
| Soltis Investment Advisors LLC trimmed | 305,474 | $4M | 0.5% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 303,336 | $4M | 0.5% | 2026-Q2 |
| Matisse Capital added | 300,000 | $4M | 0.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 287,349 | $4M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 286,833 | $4M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 263,095 | $3M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 261,672 | $3M | 0.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 253,570 | $3M | 0.4% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 238,624 | $3M | 0.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 230,318 | $3M | 0.4% | 2026-Q2 |
| PINKERTON WEALTH, LLC trimmed | 227,876 | $4M | 0.4% | 2026-Q2 |
| True Freedom Investing, LLC trimmed | 219,883 | $4M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 214,712 | $3M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 213,234 | $3M | 0.3% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 212,056 | $3M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 209,200 | $3M | 0.3% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. added | 208,547 | $3M | 0.3% | 2026-Q2 |
| AlphaStar Capital Management, LLC trimmed | 204,959 | $3M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 197,291 | $3M | 0.3% | 2026-Q2 |
| Family Office Research LLC added | 195,235 | $3M | 0.3% | 2026-Q2 |
| Advisory Alpha, LLC added | 193,822 | $3M | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 193,645 | $3M | 0.3% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 189,903 | $2M | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 184,993 | $2M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 175,713 | $2M | 0.3% | 2026-Q2 |
| Lakeridge Wealth Management LLC trimmed | 163,170 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 160,176 | $2M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 153,758 | $2M | 0.2% | 2026-Q2 |
| Uniting Wealth Partners, LLC trimmed | 153,712 | $2M | 0.2% | 2026-Q2 |
| Sterneck Capital Management, LLC added | 153,165 | $2M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 151,983 | $2M | 0.2% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 143,629 | $2M | 0.2% | 2026-Q2 |
| DUDLEY CAPITAL MANAGEMENT, LLC added | 143,381 | $2M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 143,212 | $2M | 0.2% | 2026-Q2 |
| Spinnaker Investment Group, LLC added | 141,008 | $2M | 0.2% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. added | 138,138 | $2M | 0.2% | 2026-Q2 |
| Trivium Point Advisory, LLC trimmed | 137,703 | $2M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 134,583 | $2M | 0.2% | 2026-Q2 |
| Kropog Financial Group, LLC trimmed | 131,107 | $2M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 128,751 | $2M | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 127,607 | $2M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 125,957 | $2M | 0.2% | 2026-Q2 |
| Apollo Management Holdings, L.P. | 124,596 | $2M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 123,535 | $2M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 123,003 | $2M | 0.2% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC trimmed | 118,756 | $2M | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 116,970 | $2M | 0.2% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 116,815 | $2M | 0.2% | 2026-Q2 |
| Madrona Financial Services, LLC trimmed | 116,808 | $2M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 115,434 | $2M | 0.2% | 2026-Q2 |
| Blackhawk Capital Partners, LLC added | 114,728 | $1M | 0.2% | 2026-Q2 |
| WealthPoint Financial, LLC trimmed | 112,782 | $1M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 112,206 | $1M | 0.2% | 2026-Q2 |
| Naviter Wealth, LLC added | 111,263 | $1M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 109,918 | $1M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 108,819 | $1M | 0.2% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 108,583 | $1M | 0.2% | 2026-Q2 |
| Financial Gravity Companies, Inc. new | 108,244 | $1M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 105,645 | $1M | 0.2% | 2026-Q2 |
| Ignite Planners, LLC trimmed | 100,670 | $1M | 0.2% | 2026-Q2 |
| Nova R Wealth, Inc. trimmed | 100,304 | $1M | 0.2% | 2026-Q2 |
| JBR Co Financial Management Inc trimmed | 99,765 | $1M | 0.2% | 2026-Q2 |
| AMJ Financial Wealth Management | 80,072 | $1M | 0.2% | 2026-Q2 |
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.