We are live on ! Find out more
BPRE

Bluerock Private Real Estate Fund
BPRE

349 hedge funds and large institutions have $1.03B invested in Bluerock Private Real Estate Fund in 2025 Q4 according to their latest regulatory filings, with 349 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+349
Holders Change %
–
% of All Funds
4.24%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.06%
New
349
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$122M
2
LPL Financial
LPL Financial
California
+$84.3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$67.6M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$66.2M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$49.6M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
26
Octavia Wealth Advisors
Ohio
$6.4M +$6.58M +426,592 New
GFP
27
Guardian Financial Partners
California
$6.34M +$6.52M +422,713 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$6.04M +$6.21M +402,335 New
WAG
29
Wilkerson Advisory Group
Missouri
$5.98M +$6.15M +398,735 New
SIA
30
Soltis Investment Advisors
Utah
$5.78M +$5.95M +385,613 New
SA
31
Sanctuary Advisors
Indiana
$5.33M +$5.49M +355,644 New
APP
32
Avantax Planning Partners
Iowa
$5.31M +$5.46M +353,799 New
SIA
33
Sit Investment Associates
Minnesota
$5.25M +$5.4M +350,000 New
SCM
34
SCS Capital Management
Massachusetts
$5.25M +$5.4M +349,971 New
Creative Planning
35
Creative Planning
Kansas
$5.23M +$5.38M +348,351 New
TPBG
36
Turning Point Benefit Group
Maryland
$5.04M +$5.18M +335,981 New
Mariner
37
Mariner
Kansas
$4.57M +$4.7M +304,854 New
CPA
38
Cathy Pareto & Associates
Florida
$4.49M +$4.62M +299,533 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$4.44M +$4.57M +296,152 New
Cerity Partners
40
Cerity Partners
New York
$4.43M +$4.56M +295,206 New
AFG
41
Atomi Financial Group
New York
$4.12M +$4.23M +274,394 New
PRS
42
Pinkerton Retirement Specialists
Idaho
$3.86M +$3.97M +257,019 New
BPA
43
Beacon Pointe Advisors
California
$3.84M +$3.95M +256,009 New
RF
44
Rossby Financial
Florida
$3.82M +$3.93M +254,779 New
JWCA
45
J.W. Cole Advisors
Florida
$3.81M +$3.95M +255,928 New
AMH
46
Apollo Management Holdings
New York
$3.74M +$3.85M +249,192 New
ACA
47
Aptus Capital Advisors
Alabama
$3.72M +$3.83M +247,889 New
BI
48
Bulldog Investors
New Jersey
$3.64M +$3.74M +242,504 New
NRW
49
Nova R Wealth
Kansas
$3.55M +$3.65M +236,558 New
AWM
50
AE Wealth Management
Kansas
$3.52M +$3.62M +234,850 New
1
2
3 4 5