Bluerock Private Real Estate Fund (BPRE) Institutional Ownership Changes & 13F Activity
Bluerock Private Real Estate Fund (BPRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Saba Capital Management, L.P., Citadel Advisors Llc, Ifg Advisory, Llc, Jane Street Group, Llc, and Modern Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +23 | +0.4% | 6,578 | $85.58K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -17,740 | -5.6% | 301,045 | $3.92M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +893,749 | — | 893,749 | $11.63M | Q2 2026 | Sep 02, 2026 |
| Rehmann Capital Advisory Group | Sell | -5,402 | -16.4% | 27,553 | $358.47K | Q2 2026 | Aug 20, 2026 |
| Gill Capital Partners, Llc | Buy | +15 | +2.6% | 584 | $7.59K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -40,750 | -13.5% | 261,672 | $3.40M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -11,454 | -5.1% | 213,234 | $2.77M | Q2 2026 | Aug 18, 2026 |
| Centaurus Financial, Inc. | Sell | -19,294 | -9.5% | 183,660 | $2.39M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -8,887 | -17.1% | 42,998 | $559.40K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +7 | +2.9% | 251 | $3.27K | Q2 2026 | Aug 17, 2026 |
| Saba Capital Management, L.P. | Buy | +1,976,013 | +41.5% | 6,742,126 | $87.72M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +427,430 | +20569.3% | 429,508 | $5.59M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +326,856 | +1344.5% | 351,166 | $4.57M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +300,829 | +53.2% | 866,621 | $11.27M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +287,349 | — | 287,349 | $3.74M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +238,387 | +16.4% | 1,694,251 | $22.04M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +228,321 | +55.7% | 638,028 | $8.30M | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +120,304 | — | 120,304 | $12.31K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +73,807 | +387.9% | 92,832 | $1.21M | Q2 2026 | Aug 14, 2026 |
| Bulldog Investors, Llp | Buy | +72,775 | +19.5% | 445,794 | $5.80M | Q2 2026 | Aug 14, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +46,926 | +11.7% | 449,196 | $5.84M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -45,016 | -46.5% | 51,741 | $673.15K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +40,303 | — | 40,303 | $524.00K | Q2 2026 | Aug 14, 2026 |
| Marex Group Plc | Buy | +25,636 | — | 25,636 | $333.52K | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Buy | +20,000 | +20.0% | 120,000 | $1.56M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -16,614 | -6.7% | 230,318 | $3.00M | Q2 2026 | Aug 14, 2026 |
| Alpine Global Management, Llc | Buy | +15,992 | — | 15,992 | $208.06K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -15,294 | -4.5% | 327,525 | $4.26M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -8,934 | -1.7% | 504,953 | $6.57M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -7,436 | -98.1% | 141 | $1.84K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about BPRE activity
Which institutional owners are buying BPRE?
Institutional owners buying BPRE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BPRE activity?
"Buy" means an investor increased their reported position in BPRE compared to the prior reporting period. This reflects growing exposure to Bluerock Private Real Estate Fund (BPRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BPRE increasing?
Institutional interest in BPRE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.