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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
WFP
126
Welch Financial Planning
Colorado
$1.11M +$1.14M +74,080 New
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$1.11M +$1.14M +73,720 New
LWM
128
LongView Wealth Management
Georgia
$1.1M +$1.07M +69,517 New
OCA
129
Optimus Capital Advisors
Texas
$1.1M +$1.13M +73,200 New
SW
130
SlateStone Wealth
Florida
$1.09M +$1.12M +72,657 New
OIA
131
OneDigital Investment Advisors
Kansas
$1.09M +$1.12M +72,408 New
SFWA
132
Summit Financial Wealth Advisors
Louisiana
$1.08M +$1.11M +72,208 New
SG
133
StoneX Group
New York
$1.07M +$1.1M +71,215 New
SWA
134
Stratos Wealth Advisors
Ohio
$1.04M +$1.07M +69,019 New
FGAM
135
Financial Gravity Asset Management
Texas
$1.03M +$1.06M +68,644 New
BCP
136
Blackhawk Capital Partners
Wisconsin
$1M +$1.03M +66,702 New
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$984K +$1.01M +65,569 New
UBS Group
138
UBS Group
Switzerland
$960K +$987K +63,992 New
AAP
139
Arax Advisory Partners
Colorado
$915K +$942K +61,030 New
TFM
140
Trademark Financial Management
Minnesota
$886K +$912K +59,093 New
FFA
141
Farther Finance Advisors
California
$873K +$898K +58,226 New
CSP
142
Cary Street Partners
Virginia
$841K +$865K +56,045 New
MFG
143
Merit Financial Group
Georgia
$827K +$851K +55,159 New
SA
144
Stewardship Advisors
Pennsylvania
$775K +$797K +51,672 New
WEG
145
World Equity Group
Illinois
$756K +$778K +50,400 New
RFS
146
Retirement Financial Solutions
Tennessee
$754K +$776K +50,291 New
CA
147
Claro Advisors
Massachusetts
$753K +$775K +50,204 New
WI
148
WBI Investments
New Jersey
$729K +$750K +48,575 New
EH
149
Equitable Holdings
New York
$729K +$749K +48,571 New
HAG
150
HighPoint Advisor Group
Illinois
$728K +$749K +48,509 New
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