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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
OWA
26
Octavia Wealth Advisors
Ohio
$6.89M -$195K -11,733 -3%
WAG
27
Wilkerson Advisory Group
Missouri
$6.86M +$240K +14,386 +4%
ACA
28
Aptus Capital Advisors
Alabama
$6.85M +$2.74M +164,806 +66%
MYIA
29
Mount Yale Investment Advisors
Colorado
$6.81M +$6.24M +374,787 +1,057%
Raymond James Financial
30
Raymond James Financial
Florida
$6.81M +$3.34M +200,726 +96%
GWANC
31
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.68M +$2.89M +173,816 +76%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$6.66M +$5.58M +335,386 +512%
BI
33
Bulldog Investors
New Jersey
$6.2M +$2.17M +130,515 +54%
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$6.02M -$8.2M -492,275 -58%
SCM
35
SCS Capital Management
Massachusetts
$5.76M -$55.8K -3,352 -1%
SIA
36
Soltis Investment Advisors
Utah
$5.76M -$650K -39,048 -10%
APP
37
Avantax Planning Partners
Iowa
$5.72M -$155K -9,332 -3%
Wells Fargo
38
Wells Fargo
California
$5.69M -$7.23M -434,540 -56%
IWC
39
Integrated Wealth Concepts
Massachusetts
$5.3M -$1.39M -83,550 -21%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$5.02M +$5.04M +302,422 New
BRWA
41
B. Riley Wealth Advisors
Florida
$4.97M +$4.48M +268,865 +672%
HI
42
Harbour Investments
Wisconsin
$4.93M +$4.94M +296,655 New
DC
43
Davenport & Co
Virginia
$4.8M +$4.04M +242,881 +524%
SA
44
Sanctuary Advisors
Indiana
$4.78M -$1.13M -68,107 -19%
SIA
45
Sit Investment Associates
Minnesota
$4.73M -$1.08M -65,000 -19%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$4.32M +$3.57M +214,643 +474%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$4.15M -$773K -46,409 -16%
Cerity Partners
48
Cerity Partners
New York
$4.1M -$804K -48,274 -16%
MC
49
Matisse Capital
Oregon
$4.09M +$353K +21,200 +9%
RF
50
Rossby Financial
Florida
$3.9M -$333K -20,010 -8%