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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
RF
126
RHS Financial
California
$1.28M -$34K -2,044 -3%
MML Investors Services
127
MML Investors Services
Massachusetts
$1.27M +$1.27M +76,289 New
BCP
128
Blackhawk Capital Partners
Wisconsin
$1.26M +$155K +9,335 +14%
OIA
129
OneDigital Investment Advisors
Kansas
$1.21M +$9.71K +583 +0.8%
GCM
130
Gallacher Capital Management
Colorado
$1.2M -$77.7K -4,668 -6%
WFP
131
Welch Financial Planning
Colorado
$1.18M -$50.5K -3,033 -4%
SG
132
StoneX Group
New York
$1.16M -$21.4K -1,287 -2%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$1.14M -$736K -44,227 -39%
BFG
134
Berger Financial Group
Minnesota
$1.13M -$151K -9,073 -12%
SWA
135
Stratos Wealth Advisors
Ohio
$1.12M -$29.7K -1,783 -3%
SW
136
SlateStone Wealth
Florida
$1.09M -$117K -7,006 -10%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$1.05M +$1.04M +62,257 +5,414%
CA
138
Claro Advisors
Massachusetts
$1.02M +$188K +11,313 +23%
SC
139
Schubert & Co
Texas
$1,000K -$2.4M -144,070 -71%
SA
140
Stewardship Advisors
Pennsylvania
$981K +$123K +7,362 +14%
PAG
141
Private Advisor Group
New Jersey
$922K -$580K -34,837 -39%
WI
142
WBI Investments
New Jersey
$863K +$56.6K +3,399 +7%
MSL
143
MILLINGTON SECURITIES, LLC
New Jersey
$863K +$865K +51,974 New
IAIM
144
International Assets Investment Management
Florida
$861K +$104K +6,217 +14%
LA
145
LexAurum Advisors
Kansas
$826K +$828K +49,740 New
TFM
146
Trademark Financial Management
Minnesota
$825K -$157K -9,450 -16%
RFS
147
Retirement Financial Solutions
Tennessee
$822K -$12.9K -777 -2%
AAP
148
Arax Advisory Partners
Colorado
$803K -$212K -12,705 -21%
EH
149
Equitable Holdings
New York
$778K +$55.2K +3,314 +7%
OCA
150
Optimus Capital Advisors
Texas
$754K -$463K -27,807 -38%

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.