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 (Q1 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., Morgan Stanley, Royal Bank Of Canada, Wells Fargo & Company/Mn, and Mercer Global Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Arete Wealth Advisors, Llc | Sell | -186,259 | -100.0% | 0 | $0.00 | Q1 2026 | Aug 11, 2026 |
| Wells Fargo & Company/Mn | Sell | -434,540 | -55.9% | 342,819 | $5.69M | Q1 2026 | Jul 08, 2026 |
| Wealthpoint Financial, Llc | Sell | -24,823 | -16.9% | 122,443 | $2.03M | Q1 2026 | Jun 26, 2026 |
| Optimus Capital Advisors, Llc | Sell | -73,200 | -100.0% | 0 | $0.00 | Q1 2026 | Jun 17, 2026 |
| Cornerstone Wealth, Llc/Tn | Buy | +23,731 | — | 23,731 | $386.35K | Q1 2026 | May 19, 2026 |
| Western Wealth Management, Llc | Sell | -7,251 | -4.7% | 147,117 | $2.44M | Q1 2026 | May 19, 2026 |
| Sunbelt Securities, Inc. | Buy | +161,449 | +15.8% | 1,186,168 | $19.70M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Sell | -24,461 | -10.8% | 202,954 | $3.37M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +624 | +0.1% | 506,004 | $8.40M | Q1 2026 | May 18, 2026 |
| Saba Capital Management, L.P. | Buy | +1,691,498 | +55.0% | 4,766,113 | $79.17M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +1,302,939 | +258.2% | 1,807,588 | $30.02M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +498,394 | +3216.9% | 513,887 | $8.54M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +302,422 | — | 302,422 | $5.02M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +296,655 | — | 296,655 | $4.93M | Q1 2026 | May 15, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +173,816 | +76.1% | 402,270 | $6.68M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -153,145 | -4.8% | 3,020,285 | $50.17M | Q1 2026 | May 15, 2026 |
| Apollo Management Holdings, L.P. | Sell | -124,596 | -50.0% | 124,596 | $2.07M | Q1 2026 | May 15, 2026 |
| Cohen & Steers, Inc. | Buy | +100,000 | — | 100,000 | $1.66M | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Sell | -87,046 | -93.3% | 6,257 | $103.93K | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -83,550 | -20.8% | 318,785 | $5.30M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -66,227 | -4.4% | 1,455,864 | $24.18M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +51,914 | +0.7% | 7,931,555 | $131.74M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Sell | -48,274 | -16.4% | 246,932 | $4.10M | Q1 2026 | May 15, 2026 |
| Spectrum Strategic Capital Management, Llc | Buy | +39,929 | — | 39,929 | $663.22K | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -31,321 | -12.2% | 224,688 | $3.73M | Q1 2026 | May 15, 2026 |
| Cruiser Capital Advisors, Llc | Buy | +27,900 | — | 27,900 | $463.42K | Q1 2026 | May 15, 2026 |
| Tidal Investments Llc | Buy | +24,181 | — | 24,181 | $401.65K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -20,832 | -51.4% | 19,683 | $326.94K | Q1 2026 | May 15, 2026 |
| Xtx Topco Ltd | Buy | +19,025 | — | 19,025 | $316.00K | Q1 2026 | May 15, 2026 |
| Waverly Advisors, Llc | Buy | +15,565 | +10.1% | 169,394 | $2.81M | Q1 2026 | May 15, 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.