your badges 52W Range $12–$18 15% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

BPRE Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $12.69
52W Range $12–$18

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$1.64Paid monthly
Ex-dateAmountCurrencyYield
Sep 16, 2026$0.14USD≈9.3%
Aug 17, 2026$0.14USD≈8.2%
Jul 17, 2026$0.14USD≈6.6%
Jun 17, 2026$0.14USD≈5.0%
May 20, 2026$0.12USD≈3.8%
Apr 15, 2026$0.12USD≈2.8%
Mar 12, 2026$0.12USD≈2.0%
Feb 13, 2026$0.11USD≈1.3%
Jan 16, 2026$0.11USD≈0.69%

Institutional owners (13F) 318 filers · $963.4M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 318
Value held $963.4M
New positions 28
Exited positions 39
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
28 (-32 vs prior Q) 39 (-27 vs prior Q) 99 (-2 vs prior Q) 146 (+8 vs prior Q) +2.9M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
CAPTRUST FINANCIAL ADVISORS $100,345,893 7,712,982 10.42% Shares
Saba Capital Management, L.P. $87,715,059 6,742,126 9.10% Shares
LPL Financial LLC $71,509,043 5,496,468 7.42% Shares
Focus Partners Wealth $42,379,613 3,257,464 4.40% Shares
Cetera Investment Advisers $39,098,120 3,005,236 4.06% Shares
MIDLAND WEALTH ADVISORS, LLC $37,156,040 2,855,960 3.86% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $36,186,557 2,781,441 3.76% Shares
MORGAN STANLEY $33,003,592 2,536,785 3.43% Shares
Quadrant Private Wealth Management, LLC $26,541,474 2,040,083 2.76% Shares
Pasadena Private Wealth, LLC $25,119,083 1,930,752 2.61% Shares
Stratos Wealth Partners, LTD. $23,271,062 1,788,705 2.42% Shares
OSAIC HOLDINGS, INC. $22,042,903 1,694,251 2.29% Shares
Sunbelt Securities, Inc. $19,702,255 1,186,168 2.05% Shares
INDEPENDENT FINANCIAL GROUP, LLC $16,321,368 1,254,525 1.69% Shares
TRAPHAGEN INVESTMENT ADVISORS LLC $15,201,073 1,168,414 1.58% Shares
HighTower Advisors, LLC $13,002,503 999,424 1.35% Shares
CITADEL ADVISORS LLC $11,627,674 893,749 1.21% Shares
Modern Wealth Management, LLC $11,274,752 866,621 1.17% Shares
RAYMOND JAMES FINANCIAL INC $8,300,745 638,028 0.86% Shares
ROYAL BANK OF CANADA $6,570,000 504,953 0.68% Shares
Arkadios Wealth Advisors $6,547,885 503,296 0.68% Shares
ELEVATION POINT WEALTH PARTNERS, LLC $6,343,207 487,564 0.66% Shares
ENVESTNET ASSET MANAGEMENT INC $6,168,376 474,126 0.64% Shares
B. Riley Wealth Advisors, Inc. $6,055,415 454,953 0.63% Shares
Aptus Capital Advisors, LLC $5,861,187 450,514 0.61% Shares
GUARDIAN WEALTH ADVISORS, LLC / NC $5,844,036 449,196 0.61% Shares
Bulldog Investors, LLP $5,799,780 445,794 0.60% Shares
Callan Family Office, LLC $5,645,689 433,950 0.59% Shares
IFG Advisory, LLC $5,587,912 429,508 0.58% Shares
Guardian Financial Partners, LLC $5,558,384 427,239 0.58% Shares
Wilkerson Advisory Group LLC $5,267,486 404,879 0.55% Shares
Brookstone Capital Management $4,992,194 383,720 0.52% Shares
JANE STREET GROUP, LLC $4,568,670 351,166 0.47% Shares
SCS Capital Management LLC $4,474,790 343,950 0.46% Shares
Creative Planning $4,424,186 340,060 0.46% Shares
Baird Financial Group, Inc. $4,359,973 335,124 0.45% Shares
WELLS FARGO & COMPANY/MN $4,261,100 327,525 0.44% Shares
Avantax Planning Partners, Inc. $4,224,178 324,687 0.44% Shares
Turning Point Benefit Group, Inc. $4,088,738 314,277 0.42% Shares
Matisse Capital $4,086,060 246,000 0.42% Shares
Soltis Investment Advisors LLC $3,974,211 305,474 0.41% Shares
Thomas J. Herzfeld Advisors, Inc. $3,946,401 303,336 0.41% Shares
Integrated Wealth Concepts LLC $3,916,592 301,045 0.41% Shares
PINKERTON WEALTH, LLC $3,785,020 227,876 0.39% Shares
Ameritas Advisory Services, LLC $3,738,416 287,349 0.39% Shares
HARBOUR INVESTMENTS, INC. $3,731,701 286,833 0.39% Shares
True Freedom Investing, LLC $3,652,257 219,883 0.38% Shares
Sanctuary Advisors, LLC $3,422,869 263,095 0.36% Shares
MERCER GLOBAL ADVISORS INC /ADV $3,404,350 261,672 0.35% Shares
J.W. COLE ADVISORS, INC. $3,298,941 253,570 0.34% Shares

Show all 318 institutional owners →

Activists & 5%+ owners 2 positions

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Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Boaz R. Weinstein, Saba Capital Management GP, LLC, Saba Capital Management, L.P. Aug. 27, 2026 5.12% Amendment Board campaign SEC
Saba Capital Management, L.P., Boaz R. Weinstein, Saba Capital Management GP, LLC Aug. 3, 2026 5.03% Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 10 insiders · 1 officers · 2 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Jordan B. Ruddy President Sept. 30, 2026 P 16,052 2 0 $59,964
Ramin Kamfar Director Sept. 30, 2026 P 906,360 10 0 $11,277,514
Ryan S Macdonald Director Sept. 21, 2026 P 35,575 11 0 $372,536
Sohaila Sori Farsheed · Oct. 1, 2026 J 3,849 0 0 $0
Bobby I. Majumder · Oct. 1, 2026 J 4,785 0 0 $0
Romano Tio · Oct. 1, 2026 J 4,785 0 0 $0
Kamal Jafarnia · Oct. 1, 2026 J 4,109 0 0 $0
Clayton Hosterman · Feb. 8, 2022 J · 0 0 $0
Jason Emala · July 9, 2021 P · 0 0 $0
Adam Lotterman · Jan. 10, 2018 P 6,052 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 1 ETF

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
CEFZ · Elevation Series Trust 0.34% 11,223 NS July 31, 2026 N-PORT

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