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Bluerock Total Income + Real Estate Fund (TIPMX) Institutional Ownership

$22.96 0.00 (0.00%)
As of 12/15/2025
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Institutional Ownership Changes (13F Filings) for Bluerock Total Income + Real Estate Fund (NYSEARCA:TIPMX)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$188.03M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$15.00M
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TIPMX Institutional Buying and Selling by Quarter

Bluerock Total Income + Real Estate Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 Kickstand Ventures LLC.138,138$1.80M0.3%+4.3%0.000%
8/21/2026 Continuum Advisory LLC15,683$204K0.0%-6.7%0.000%
8/20/2026 Rehmann Capital Advisory Group27,553$358K0.0%-16.4%0.000%
8/20/2026 M Holdings Securities Inc.80,480$1.08M0.1%-17.0%0.000%
8/20/2026 IMC Chicago LLC70,580$918K0.0%N/A0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.2,781,441$36.19M0.0%-18.5%0.000%
8/18/2026 Beacon Pointe Advisors LLC213,234$2.77M0.0%N/A0.000%
8/18/2026 Equitable Holdings Inc.42,998$559K0.0%N/A0.000%
8/18/2026 Centaurus Financial Inc.183,660$2.39M0.1%N/A0.000%
8/17/2026 Ausdal Financial Partners Inc.127,607$1.66M0.1%N/A0.000%
8/13/2026 Safeguard Investment Advisory Group LLC10,546$137K0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC263,095$3.42M0.0%N/A0.000%
8/13/2026 True Freedom Investing LLC219,883$3.65M0.3%N/A0.000%
8/12/2026 Elevation Point Wealth Partners LLC487,564$6.34M0.1%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.2,781,441$36.19M0.0%N/A0.000%
8/12/2026 Evolve Private Wealth LLC32,900$428K0.0%N/A0.000%
8/12/2026 Madison Wealth Partners Inc23,948$312K0.0%N/A0.000%
8/12/2026 Callan Family Office LLC433,950$5.65M0.1%N/A0.000%
8/11/2026 Allworth Financial LP7,243$94K0.0%N/A0.000%
8/11/2026 LaSalle St. Investment Advisors LLC118,756$1.55M0.2%N/A0.000%
8/11/2026 Vise Technologies Inc.26,697$347K0.0%N/A0.000%
8/11/2026 Pasadena Private Wealth LLC1,930,752$25.12M3.2%N/A0.000%
8/10/2026 Csenge Advisory Group38,621$502K0.0%N/A0.000%
8/8/2026 RHS Financial LLC76,852$1M0.4%N/A0.000%
8/8/2026 K2 Principal Fund L.P.10,900$142K0.0%N/A0.000%
8/7/2026 BlackRock Inc.28,471$370K0.0%N/A0.000%
8/7/2026 Perigon Wealth Management LLC184,993$2.41M0.0%N/A0.000%
8/7/2026 OneDigital Investment Advisors LLC68,706$894K0.0%N/A0.000%
8/7/2026 Uniting Wealth Partners LLC153,712$2M0.4%N/A0.000%
8/7/2026 Trivium Point Advisory LLC137,703$1.79M0.2%N/A0.000%
8/6/2026 IMC Chicago LLC70,580$918K0.0%N/A0.000%
8/6/2026 Global Retirement Partners LLC94,543$1.23M0.0%N/A0.000%
8/6/2026 SCS Capital Management LLC343,950$4.48M0.0%N/A0.000%


TIPMX Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of Bluerock Total Income + Real Estate Fund. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($36.19M), Pasadena Private Wealth LLC ($25.12M), Elevation Point Wealth Partners LLC ($6.34M), Callan Family Office LLC ($5.65M), SCS Capital Management LLC ($4.48M), True Freedom Investing LLC ($3.65M), and Sanctuary Advisors LLC ($3.42M).Learn more on Bluerock Total Income + Real Estate Fund's institutional investors.

Of the 28 institutional investors that purchased Bluerock Total Income + Real Estate Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($2.78M), Pasadena Private Wealth LLC ($1.93M), Elevation Point Wealth Partners LLC ($487.56K), Callan Family Office LLC ($433.95K), SCS Capital Management LLC ($343.95K), Sanctuary Advisors LLC ($263.10K), and True Freedom Investing LLC ($219.88K).

Institutional investors have bought a total of 8,189,546 shares in the last 24 months. This purchase volume represents approximately $188.03M in transactions.

The following institutional investors have sold Bluerock Total Income + Real Estate Fund stock in the last 24 months: Northwestern Mutual Wealth Management Co. ($630.38K), M Holdings Securities Inc. ($16.43K), Rehmann Capital Advisory Group ($5.40K), and Continuum Advisory LLC ($1.13K).

Institutional investors have sold a total of 653,340 shares in the last 24 months. This volume of shares sold represents approximately $15.00M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:TIPMX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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