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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
NRW
51
Nova R Wealth
Kansas
$3.86M -$65.6K -3,938 -2%
PRS
52
Pinkerton Retirement Specialists
Idaho
$3.85M -$6.99K -420 -0.2%
CIAS
53
Capital Investment Advisory Services
North Carolina
$3.79M +$82.5K +4,954 +2%
SP
54
Sherman Porfolios
Idaho
$3.79M -$35.6K -2,141 -0.9%
ACM
55
AlphaStar Capital Management
North Carolina
$3.77M +$945K +56,769 +33%
BPA
56
Beacon Pointe Advisors
California
$3.73M -$521K -31,321 -12%
CPA
57
Cathy Pareto & Associates
Florida
$3.7M -$1.28M -76,582 -26%
Lido Advisors
58
Lido Advisors
California
$3.59M +$3.6M +216,137 New
Mariner
59
Mariner
Kansas
$3.42M -$1.64M -98,686 -32%
CF
60
Centaurus Financial
California
$3.37M -$407K -24,461 -11%
UWP
61
Uniting Wealth Partners
Kansas
$3.36M +$3.37M +202,387 New
PWM
62
Perigon Wealth Management
California
$3.31M +$40.8K +2,451 +1%
LSIA
63
LaSalle St. Investment Advisors
Illinois
$3.29M +$16.6K +997 +0.5%
AWA
64
Arete Wealth Advisors
Illinois
$3.22M +$132K +7,950 +4%
FOR
65
Family Office Research
Maryland
$3.19M +$26.9K +1,616 +0.8%
AFG
66
Atomi Financial Group
New York
$3.19M -$1.37M -82,574 -30%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$3.18M +$1.96M +117,979 +160%
CEFA
68
Closed-End Fund Advisors
Virginia
$2.96M +$926K +55,631 +45%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$2.94M +$1.44M +86,232 +95%
LWM
70
Lakeridge Wealth Management
Ohio
$2.93M -$35K -2,100 -1%
AWM
71
AE Wealth Management
Kansas
$2.9M -$1M -60,217 -26%
WA
72
Waverly Advisors
Alabama
$2.81M +$259K +15,565 +10%
KAS
73
Kestra Advisory Services
Texas
$2.72M -$1.03M -61,950 -27%
AUB
74
Atlantic Union Bankshares
Virginia
$2.66M -$93.3K -5,601 -3%
DADC
75
D.A. Davidson & Co
Montana
$2.62M +$2.42M +145,423 +1,190%