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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
CAM
201
Concorde Asset Management
Michigan
$379K +$380K +22,796 New
AWM
202
Aviso Wealth Management
Washington
$354K +$28.4K +1,703 +9%
FA
203
Fiduciary Alliance
South Carolina
$351K -$238K -14,313 -40%
SIM
204
Synergy Investment Management
Florida
$338K -$16.6K -997 -5%
BW
205
BIP Wealth
Georgia
$331K +$25.2K +1,513 +8%
JFG
206
JMG Financial Group
Illinois
$330K -$15.7K -941 -5%
ASN
207
Advisory Services Network
Georgia
$327K -$347K -20,832 -51%
HH
208
Hilltop Holdings
Texas
$326K -$129K -7,749 -28%
SAG
209
Sentinel Advisory Group
Wisconsin
$326K +$327K +19,623 New
EWA
210
EverSource Wealth Advisors
Alabama
$322K -$70.4K -4,226 -18%
XT
211
XTX Topco
Cayman Islands
$316K +$317K +19,025 New
FFA
212
Farther Finance Advisors
California
$312K -$657K -39,433 -68%
BWA
213
BlueChip Wealth Advisors
Georgia
$312K -$210K -12,588 -40%
RDFA
214
Ritter Daniher Financial Advisory
Ohio
$304K +$95.8K +5,756 +46%
TC
215
Trilogy Capital
California
$304K +$305K +18,307 New
SWM
216
SeaCrest Wealth Management
New York
$294K -$3.28K -197 -1%
BFG
217
Bleakley Financial Group
New Jersey
$290K -$252K -15,153 -46%
ZIM
218
Zacks Investment Management
Illinois
$290K -$55.4K -3,328 -16%
IF
219
Intrua Financial
Texas
$288K -$9.94K -597 -3%
IA
220
Inspire Advisors
Idaho
$281K +$42.5K +2,555 +18%
BFG
221
Beto Financial Group
Idaho
$279K -$131K -7,873 -31%
CA
222
Continuum Advisory
Idaho
$279K +$2.9K +174 +1%
BF
223
Brucke Financial
Indiana
$254K +$33 +2 +0%
SFS
224
Sowell Financial Services
Arkansas
$250K +$80.1K +4,809 +47%
IAS
225
Insigneo Advisory Services
Florida
$248K

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.