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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
IAS
101
Integrity Advisory Solutions
Texas
$1.69M -$488K -29,327 -22%
GJIA
102
Glass Jacobson Investment Advisors
Maryland
$1.68M -$91.5K -5,498 -5%
CA
103
Calton & Associates
Florida
$1.67M -$1.23M -73,829 -42%
Cohen & Steers
104
Cohen & Steers
New York
$1.66M +$1.66M +100,000 New
FIA
105
Foundations Investment Advisors
Arizona
$1.61M -$716K -43,033 -31%
MHS
106
M Holdings Securities
Oregon
$1.58M -$405K -24,306 -20%
HAG
107
HighPoint Advisor Group
Illinois
$1.58M +$773K +46,457 +96%
KWA
108
Kingswood Wealth Advisors
California
$1.56M +$1.21M +72,943 +352%
BAM
109
Bellevue Asset Management
Washington
$1.53M +$772K +46,352 +102%
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$1.49M -$191K -11,499 -11%
DAS
111
Dynamic Advisor Solutions
Arizona
$1.48M +$190K +11,414 +15%
SIG
112
Spinnaker Investment Group
California
$1.48M +$934K +56,126 +170%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$1.45M -$130K -7,832 -8%
IWM
114
IHT Wealth Management
Illinois
$1.43M +$147K +8,833 +11%
SOS
115
Silver Oak Securities
Tennessee
$1.41M -$28.3K -1,701 -2%
CI
116
CX Institutional
Indiana
$1.41M -$99.8K -5,996 -7%
Truist Financial
117
Truist Financial
North Carolina
$1.38M -$44.4K -2,668 -3%
MPW
118
Magnolia Private Wealth
Pennsylvania
$1.37M +$985K +59,150 +253%
SFWA
119
Summit Financial Wealth Advisors
Louisiana
$1.37M +$171K +10,288 +14%
WWA
120
WCG Wealth Advisors
Nevada
$1.37M -$73.3K -4,402 -5%
Koshinski Asset Management
121
Koshinski Asset Management
Illinois
$1.35M -$124K -7,440 -8%
AFWM
122
AMJ Financial Wealth Management
Virginia
$1.33M -$1.28K -77 -0.1%
SIAS
123
Summit Investment Advisory Services
Minnesota
$1.31M -$140K -8,425 -10%
BI
124
Berkeley Inc
Idaho
$1.31M -$727K -43,666 -36%
DWM
125
Drive Wealth Management
Utah
$1.29M -$34.6K -2,081 -3%