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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+23+0.4%6,578$85.58KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcSell-17,740-5.6%301,045$3.92MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+893,749893,749$11.63MQ2 2026Sep 02, 2026
Rehmann Capital Advisory GroupSell-5,402-16.4%27,553$358.47KQ2 2026Aug 20, 2026
Gill Capital Partners, LlcBuy+15+2.6%584$7.59KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-40,750-13.5%261,672$3.40MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-11,454-5.1%213,234$2.77MQ2 2026Aug 18, 2026
Centaurus Financial, Inc.Sell-19,294-9.5%183,660$2.39MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-8,887-17.1%42,998$559.40KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+7+2.9%251$3.27KQ2 2026Aug 17, 2026
Saba Capital Management, L.P.Buy+1,976,013+41.5%6,742,126$87.72MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+427,430+20569.3%429,508$5.59MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+326,856+1344.5%351,166$4.57MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+300,829+53.2%866,621$11.27MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+287,349287,349$3.74MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+238,387+16.4%1,694,251$22.04MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+228,321+55.7%638,028$8.30MQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+120,304120,304$12.31KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+73,807+387.9%92,832$1.21MQ2 2026Aug 14, 2026
Bulldog Investors, LlpBuy+72,775+19.5%445,794$5.80MQ2 2026Aug 14, 2026
Guardian Wealth Advisors, Llc / NcBuy+46,926+11.7%449,196$5.84MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-45,016-46.5%51,741$673.15KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+40,30340,303$524.00KQ2 2026Aug 14, 2026
Marex Group PlcBuy+25,63625,636$333.52KQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Buy+20,000+20.0%120,000$1.56MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-16,614-6.7%230,318$3.00MQ2 2026Aug 14, 2026
Alpine Global Management, LlcBuy+15,99215,992$208.06KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-15,294-4.5%327,525$4.26MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-8,934-1.7%504,953$6.57MQ2 2026Aug 14, 2026
Jones Financial Companies LllpSell-7,436-98.1%141$1.84KQ2 2026Aug 14, 2026
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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.