Position in BPRE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,590,035
New position
Shares Held
216,137
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.11242869106168772.ToString("F0")%
Shared 0.ToString("F0")%
None 99.88757130893832.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Lido Advisors, LLC holds $182,835,867 across 112 Asset Management names. BPRE ranks #14 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
35,996 | $34,617,711 | |
| 2 | ARCC |
Ares Capital Corp
|
632,530 | $11,398,189 | |
| 3 | BX |
Blackstone Inc.
|
82,522 | $9,489,202 | |
| 4 | KKR |
KKR & Co. Inc.
|
74,590 | $6,899,573 | |
| 5 | FSK |
FS KKR Capital Corp
|
626,540 | $6,378,177 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
491,880 | $6,227,200 | |
| 7 | UTG |
Reaves Utility Income Fund
|
150,589 | $5,915,135 | |
| 8 | AMP |
Ameriprise Financial Inc
|
12,250 | $5,443,899 |
All Filings in BPRE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,590,035 | 216,137 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||