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Bluerock Private Real Estate Fund

BPRE
Exchange
NYSE
SEC CIK
0001551047

In the last 90 days, Bluerock Private Real Estate Fund insiders filed 6 open-market purchases and 0 sales; 311 institutions reported holding it in 13F filings for Q2 2026, worth $1.01B in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Bluerock Private Real Estate Fund as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
349
+349 vs. Q3 2025
Shares held
69.0M
+69.0M vs. Q3 2025
Total value
$1.03B
+$1.03B vs. Q3 2025
New holders
349
0 more added
Sold out
0
0 more reduced

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BPRE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 349 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 349 institutionsQ1 2026: 326 institutionsQ2 2026: 311 institutions
Value heldQ4 2025: $1.03B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $1.03BQ1 2026: $1.23BQ2 2026: $1.01B
Institutions holding BPRE and their total value by quarter
QuarterHoldersValue
Q2 2026311$1.01B
Q1 2026326$1.23B
Q4 2025349$1.03B
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Bluerock Private Real Estate Fund; share changes are against Q3 2025.

Institutions holding BPRE in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Clearstead Advisors, LLC2,068$31.0K0.00%+2,068New
Kingdom Financial Group LLC.2,020$30.3K0.01%+2,020New
WPG Advisers, LLC1,861$27.9K0.02%+1,861New
IFC & Insurance Marketing, Inc.1,759$26.0K0.03%+1,759New
Strategic Wealth Partners, Ltd.1,590$23.9K0.00%+1,590New
Kilter Group LLC1,458$21.9K0.01%+1,458New
Commonwealth Retirement Investments LLC1,416$21.2K0.01%+1,416New
Dunhill Financial, LLC1,393$20.9K0.01%+1,393New
Triumph Capital Management1,295$19.4K0.00%+1,295New
Capital Analysts, LLC1,291$19.0K0.00%+1,291New
AdvisorNet Financial, Inc1,233$18.5K0.00%+1,233New
Fifth Third Bancorp1,150$17.3K0.00%+1,150New
Quest 10 Wealth Builders, Inc.1,077$16.2K0.01%+1,077New
Truvestments Capital LLC1,034$15.5K0.00%+1,034New
Assetmark, Inc1,026$15.4K0.00%+1,026New
GPS Wealth Strategies Group, LLC932$14.0K0.01%+932New
Vermillion Wealth Management, Inc.893$13.4K0.01%+893New
Jones Financial Companies LLLP815$12.2K0.00%+815New
Walsh & Associates, LLC801$12.0K0.01%+801New
Steward Partners Investment Advisory, LLC741$11.1K0.00%+741New
Bessemer Group Inc753$11.0K0.00%+753New
WFA of San Diego, LLC705$10.6K0.01%+705New
Creative Financial Designs Inc677$10.2K0.00%+677New
Lloyd Advisory Services, LLC.628$9.42K0.00%+628New
Ankerstar Wealth, LLC592$8.88K0.01%+592New
Lodestone Wealth Management LLC547$8.21K0.00%+547New
Transce3nd, LLC506$8.06K0.07%+506New
Navalign, LLC533$8.00K0.00%+533New
Barrett & Company, Inc.519$7.79K0.00%+519New
Brown Brothers Harriman & Co491$7.37K0.00%+491New
Elevated Capital Advisors, LLC435$6.53K0.00%+435New
Three Bearings Fiduciary Advisors, Inc.363$6.02K0.01%+363New
Pinnacle Wealth Planning Services, Inc.384$5.76K0.00%+384New
United Community Bank334$5.01K0.00%+334New
Pittenger & Anderson Inc311$4.67K0.00%+311New
Key Capital Management, INC310$4.65K0.00%+310New
Smartleaf Asset Management LLC307$4.61K0.00%+307New
Key Financial Inc294$4.41K0.00%+294New
Salomon & Ludwin, LLC277$4.19K0.00%+277New
Moisand Fitzgerald Tamayo, LLC253$3.79K0.00%+253New
Transamerica Financial Advisors, Inc.240$3.60K0.00%+240New
Beaird Harris Wealth Management, LLC222$3.33K0.00%+222New
SHP Wealth Management173$2.60K0.00%+173New
Quaker Wealth Management, LLC150$2.25K0.00%+150New
Hughes Financial Services, LLC122$1.83K0.00%+122New
JNBA Financial Advisors97$1.46K0.00%+97New
ORG Partners LLC87$1.30K0.00%+87New
Navigoe, LLC113$1.00K0.00%+113New
Russell Investments Group, Ltd.2$300.00%+2New