Bluerock Total Income + Real Estate Fund (TIPMX) Institutional Ownership $22.96 0.00 (0.00%) As of 12/15/2025 Add Compare Share Share Ownership Stock AnalysisOwnership Institutional Ownership Changes (13F Filings) for Bluerock Total Income + Real Estate Fund (NYSEARCA:TIPMX)Number ofInstitutional Buyers(last 12 months)31TotalInstitutional Inflows(last 12 months)$197.18MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$15.99M Get TIPMX Insider Trade Alerts Want to know when executives and insiders are buying or selling Bluerock Total Income + Real Estate Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data TIPMX Institutional Buying and Selling by Quarter Bluerock Total Income + Real Estate Fund Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/27/2026Tucker Asset Management LLC13,663$178K0.0%-3.7%0.000% 8/26/2026HighTower Advisors LLC999,424$13.00M0.0%-4.1%0.000% 8/23/2026Ameritas Advisory Services LLC287,349$3.74M0.1%N/A0.000% 8/23/2026Guardian Wealth Advisors LLC NC449,196$5.84M0.3%+11.7%0.000% 8/23/2026 HB Wealth Management LLC64,111$834K0.0%N/A0.000% 8/22/2026Kickstand Ventures LLC.138,138$1.80M0.3%+4.3%0.000% 8/21/2026Continuum Advisory LLC15,683$204K0.0%-6.7%0.000% 8/20/2026Rehmann Capital Advisory Group27,553$358K0.0%-16.4%0.000% 8/20/2026M Holdings Securities Inc.80,480$1.08M0.1%-17.0%0.000% 8/20/2026IMC Chicago LLC70,580$918K0.0%N/A0.000% Get the Latest News and Ratings for TIPMX and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Bluerock Total Income + Real Estate Fund and its competitors with MarketBeat's FREE daily newsletter. 8/20/2026Northwestern Mutual Wealth Management Co.2,781,441$36.19M0.0%-18.5%0.000% 8/18/2026Beacon Pointe Advisors LLC213,234$2.77M0.0%N/A0.000% 8/18/2026Equitable Holdings Inc.42,998$559K0.0%N/A0.000% 8/18/2026Centaurus Financial Inc.183,660$2.39M0.1%N/A0.000% 8/17/2026Ausdal Financial Partners Inc.127,607$1.66M0.1%N/A0.000% 8/13/2026Safeguard Investment Advisory Group LLC10,546$137K0.0%N/A0.000% 8/13/2026Sanctuary Advisors LLC263,095$3.42M0.0%N/A0.000% 8/13/2026True Freedom Investing LLC219,883$3.65M0.3%N/A0.000% 8/12/2026Elevation Point Wealth Partners LLC487,564$6.34M0.1%N/A0.000% 8/12/2026Northwestern Mutual Wealth Management Co.2,781,441$36.19M0.0%N/A0.000% 8/12/2026Evolve Private Wealth LLC32,900$428K0.0%N/A0.000% 8/12/2026Madison Wealth Partners Inc23,948$312K0.0%N/A0.000% 8/12/2026Callan Family Office LLC433,950$5.65M0.1%N/A0.000% 8/11/2026Allworth Financial LP7,243$94K0.0%N/A0.000% 8/11/2026LaSalle St. Investment Advisors LLC118,756$1.55M0.2%N/A0.000% 8/11/2026Vise Technologies Inc.26,697$347K0.0%N/A0.000% 8/11/2026Pasadena Private Wealth LLC1,930,752$25.12M3.2%N/A0.000% 8/10/2026Csenge Advisory Group38,621$502K0.0%N/A0.000% 8/8/2026 RHS Financial LLC76,852$1M0.4%N/A0.000% 8/8/2026K2 Principal Fund L.P.10,900$142K0.0%N/A0.000% 8/7/2026BlackRock Inc.28,471$370K0.0%N/A0.000% 8/7/2026 Perigon Wealth Management LLC184,993$2.41M0.0%N/A0.000% 8/7/2026OneDigital Investment Advisors LLC68,706$894K0.0%N/A0.000% 8/7/2026Uniting Wealth Partners LLC153,712$2M0.4%N/A0.000% 8/7/2026Trivium Point Advisory LLC137,703$1.79M0.2%N/A0.000% 8/6/2026IMC Chicago LLC70,580$918K0.0%N/A0.000% 8/6/2026Global Retirement Partners LLC94,543$1.23M0.0%N/A0.000% 8/6/2026SCS Capital Management LLC343,950$4.48M0.0%N/A0.000% TIPMX Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of TIPMX shares? During the previous two years, 36 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), HighTower Advisors LLC ($13.00M), Elevation Point Wealth Partners LLC ($6.34M), Guardian Wealth Advisors LLC NC ($5.84M), Callan Family Office LLC ($5.65M), and SCS Capital Management LLC ($4.48M).Learn more on Bluerock Total Income + Real Estate Fund's institutional investors. Which institutional investors have been buying Bluerock Total Income + Real Estate Fund's stock? Of the 31 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), Ameritas Advisory Services LLC ($287.35K), and Sanctuary Advisors LLC ($263.10K). How much institutional buying is happening at Bluerock Total Income + Real Estate Fund? Institutional investors have bought a total of 8,587,932 shares in the last 24 months. This purchase volume represents approximately $197.18M in transactions. Which of Bluerock Total Income + Real Estate Fund's major shareholders have been selling company stock? 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), HighTower Advisors LLC ($42.60K), M Holdings Securities Inc. ($16.43K), Rehmann Capital Advisory Group ($5.40K), Continuum Advisory LLC ($1.13K), and Tucker Asset Management LLC ($526.00). How much institutional selling is happening at Bluerock Total Income + Real Estate Fund? Institutional investors have sold a total of 696,464 shares in the last 24 months. This volume of shares sold represents approximately $15.99M in transactions. 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 8/27/2026. New 13F filings are added each quarter as they're published. From Our PartnersFinancial legend: “This is bad, really bad...”Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each war...Weiss Ratings | SponsoredThe "velvet rope" stock setups hiding from regular indicatorsK.I.R.A. is a new trading engine built to flag market setups before they show up on standard charts. Former...The TradingPub | SponsoredThe investigation Porter spent tens of thousands to documentPorter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...Porter & Company | SponsoredA free stock pick, from me to youElon's paid this chip supplier since 2012. When NVIDIA tried to buy the company, he fought the deal. Withou...Behind the Markets | SponsoredElon Musk’s One Stock Retirement PlanStanley Druckenmiller once said you don't get rich diversifying into 50 mediocre assets - you get rich finding...Brownstone Research | SponsoredLast note from me on thisJoel Peterson's free workshop breaks down a three step, three color system that works across stocks, ETFs, gol...The Cycle Code | SponsoredThe Claude AI company doubled in value... you missed itIn May, Anthropic raised money at a $965 billion valuation. Now, ahead of its IPO, investors are reportedly di...Crypto 101 Media | SponsoredBuffett's Final Warning: "The Dollar Is Going to Hell"In 2025, the dollar lost 12% in value. Real inflation hit 5%+. 12% + 5% = 17% purchasing power gone. And it's ...Decentralized Masters | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Bluerock Total Income + Real Estate Fund Please log in to your account or sign up in order to add this asset to your watchlist. Share Bluerock Total Income + Real Estate Fund With A Colleague Link copied to clipboard. Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
