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BPRE

Bluerock Private Real Estate Fund
BPRE

323 hedge funds and large institutions have $1.23B invested in Bluerock Private Real Estate Fund in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 104 increasing their positions, 143 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $1.03B → $1.23B (+$196M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less funds holding

Funds holding: 349323 (-26)

23% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 69

27% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 143

Holders
323
Holders Change
-26
Holders Change %
-7.45%
% of All Funds
3.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
53
Increased
104
Reduced
143
Closed
69
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$132M +$864K +51,914 +0.7%
LPL Financial
2
LPL Financial
California
$96M +$5.23M +314,044 +6%
SCM
3
Saba Capital Management
New York
$79.2M +$28.2M +1,691,498 +55%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$74.2M +$1.39M +83,382 +2%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$56.7M -$14.6M -875,911 -20%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$53.3M -$18.8K -1,129 -0%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$50.2M -$2.55M -153,145 -5%
MWA
8
Midland Wealth Advisors
Illinois
$41.5M +$41.6M +2,497,039 New
QPWM
9
Quadrant Private Wealth Management
Pennsylvania
$31.8M +$13.6M +816,708 +74%
PPW
10
Pasadena Private Wealth
California
$31.3M +$14.8M +887,464 +89%
Morgan Stanley
11
Morgan Stanley
New York
$30M +$21.7M +1,302,939 +258%
Osaic Holdings
12
Osaic Holdings
Arizona
$24.2M -$1.1M -66,227 -4%
SS
13
Sunbelt Securities
Texas
$19.7M +$2.69M +161,449 +16%
TIA
14
Traphagen Investment Advisors
New Jersey
$19.4M +$396K +23,806 +2%
IFG
15
Independent Financial Group
California
$19.2M +$4.96M +298,028 +35%
HighTower Advisors
16
HighTower Advisors
Illinois
$17.3M +$201K +12,098 +1%
SWP
17
Stratos Wealth Partners
Ohio
$11.7M +$9.91M +594,930 +551%
MWM
18
Modern Wealth Management
Kansas
$9.4M +$1.73M +104,093 +23%
BWP
19
BSW Wealth Partners
Colorado
$8.89M -$285K -17,102 -3%
BCM
20
Brookstone Capital Management
Illinois
$8.58M -$254K -15,264 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.54M +$8.3M +498,394 +3,217%
AWA
22
Arkadios Wealth Advisors
Georgia
$8.4M +$10.4K +624 +0.1%
CFO
23
Callan Family Office
Pennsylvania
$7.19M -$1.36M -81,895 -16%
Creative Planning
24
Creative Planning
Kansas
$7.1M +$1.31M +78,940 +23%
GFP
25
Guardian Financial Partners
California
$7.02M -$133 -8 -0%