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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
CRC
251
Curi RMB Capital
Illinois
$175K
GPWA
252
Gaddis Premier Wealth Advisors
Oklahoma
$172K -$90.4K -5,428 -34%
SIAG
253
Safeguard Investment Advisory Group
California
$171K -$13.6K -817 -7%
BAM
254
BOS Asset Management
Illinois
$169K +$1.98K +119 +1%
SMC
255
Smith, Moore & Co
Missouri
$168K +$168K +10,109 New
KFGK
256
Keystone Financial Group (Kentucky)
Kentucky
$167K +$167K +10,035 New
KW
257
KWB Wealth
California
$162K
CSPIA
258
Cary Street Partners Investment Advisory
Virginia
$153K +$37.6K +2,260 +32%
GWP
259
Gen-Wealth Partners
Michigan
$140K -$261K -15,663 -65%
LC
260
Luminist Capital
Michigan
$134K +$135K +8,085 New
MWA
261
Medallion Wealth Advisors
Connecticut
$134K -$13.9K -837 -9%
SPIA
262
Steward Partners Investment Advisory
New York
$131K +$119K +7,151 +965%
Jones Financial Companies
263
Jones Financial Companies
Missouri
$124K +$113K +6,762 +830%
AIM
264
Anchor Investment Management
South Carolina
$109K +$2.13K +128 +2%
AT
265
Arlington Trust
Alabama
$107K
BTI
266
Blue Trust Inc
Georgia
$105K +$12.4K +745 +13%
US Bancorp
267
US Bancorp
Minnesota
$104K -$1.45M -87,046 -93%
LWMI
268
Legacy Wealth Management (Idaho)
Idaho
$103K -$40.4K -2,424 -28%
ICCON
269
Investment Counsel Company of Nevada
Nevada
$101K
GAA
270
Global Assets Advisory
Florida
$99.7K +$99.9K +6,000 New
BF
271
BOK Financial
Oklahoma
$98.8K -$596K -35,819 -86%
ZBNA
272
Zions Bancorporation, National Association
Utah
$88.6K +$88.8K +5,334 New
UBS Group
273
UBS Group
Switzerland
$87K -$978K -58,756 -92%
AF
274
Allworth Financial
California
$76.6K -$45.8K -2,748 -37%
JP Morgan Chase
275
JP Morgan Chase
New York
$72.8K -$471K -28,277 -86%

BPRE Hedge Fund Activity: Q1 2026 in Review

323 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Bluerock Private Real Estate Fund (BPRE) for Q1 2026, worth a combined $1.23B — up 19% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of BPRE and 53 opened new positions — a net loss of 16 holders — while 143 trimmed existing stakes and 104 added.

The largest buyer was Midland Wealth Advisors, opening a new position worth an estimated $41.6M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $15.1M sold.

  • 323 institutional investors held Bluerock Private Real Estate Fund (BPRE) as of Q1 2026, down from 349 in Q4 2025.
  • Funds reported $1.23B of Bluerock Private Real Estate Fund stock for Q1 2026, up 19% quarter-over-quarter.
  • 53 funds opened new Bluerock Private Real Estate Fund positions in Q1 2026 and 69 closed out, a net change of -16 holders.
  • The largest Bluerock Private Real Estate Fund buyer in Q1 2026 was Midland Wealth Advisors, an estimated $41.6M added.
  • The largest Bluerock Private Real Estate Fund seller in Q1 2026 was Rivernorth Capital Management, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2026.