Who Owns Bluerock Private Real Estate Fund (BPRE)?Hedge Fund & Institutional Holders

$17.15+0.30 (+1.78%)TechnologyNYSE

Institutional Holders

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

BPRE — Biggest New Institutional Buyers This Quarter

Fund	Action	Shares Added	Value Added
Focus Partners Wealth	New Position	+3.2M	+$47.0B
Saba Capital Management, L.P.	New Position	+3.1M	+$46.1B
OSAIC HOLDINGS, INC.	New Position	+1.5M	+$22.0B
TRAPHAGEN INVESTMENT ADVISORS LLC	New Position	+1.1M	+$17.2B
Quadrant Private Wealth Management, LLC	New Position	+1.1M	+$16.5B
Sunbelt Securities, Inc.	New Position	+1.0M	+$15.4B
RIVERNORTH CAPITAL MANAGEMENT, LLC	New Position	+1.0M	+$15.1B
Thomas J. Herzfeld Advisors, Inc.	New Position	+855K	+$12.8B
WELLS FARGO & COMPANY/MN	New Position	+777K	+$11.0B
Callan Family Office, LLC	New Position	+515K	+$7.0B
Modern Wealth Management, LLC	New Position	+462K	+$6.9B
Octavia Wealth Advisors, LLC	New Position	+427K	+$6.4B
Guardian Financial Partners, LLC	New Position	+423K	+$6.3B
CITADEL ADVISORS LLC	New Position	+430K	+$6.0B
Arkadios Wealth Advisors	New Position	+505K	+$6.0B

Top Institutional Holders(Q4 2025)

#	Fund	Shares	Value	% of Portfolio	Type
1	Focus Partners Wealth	3,173,430	$47.0B	0.05%	Share
2	Saba Capital Management, L.P.	3,074,615	$46.1B	1.37%	Share
3	OSAIC HOLDINGS, INC.	1,493,512	$22.0B	0.03%	Share
4	TRAPHAGEN INVESTMENT ADVISORS LLC	1,147,161	$17.2B	1.42%	Share
5	Quadrant Private Wealth Management, LLC	1,097,721	$16.5B	2.70%	Share
6	Sunbelt Securities, Inc.	1,024,719	$15.4B	1.03%	Share
7	RIVERNORTH CAPITAL MANAGEMENT, LLC	1,004,483	$15.1B	0.71%	Share
8	Thomas J. Herzfeld Advisors, Inc.	854,779	$12.8B	4.34%	Share
9	WELLS FARGO & COMPANY/MN	773,008	$11.0B	0.00%	Share
10	Callan Family Office, LLC	514,501	$7.0B	0.15%	Share
11	Modern Wealth Management, LLC	461,429	$6.9B	0.13%	Share
12	Octavia Wealth Advisors, LLC	426,592	$6.4B	0.61%	Share
13	Guardian Financial Partners, LLC	422,713	$6.3B	2.67%	Share
14	CITADEL ADVISORS LLC	429,890	$6.0B	0.00%	Share
15	SCS Capital Management LLC	349,971	$5.2B	0.06%	Share
16	Avantax Planning Partners, Inc.	353,799	$5.0B	0.14%	Share
17	Soltis Investment Advisors LLC	385,613	$5.0B	0.32%	Share
18	Turning Point Benefit Group, Inc.	299,676	$4.5B	2.35%	Share
19	CATHY PARETO & ASSOCIATES, INC	299,533	$4.5B	3.12%	Share
20	Compound Planning, Inc.	274,160	$4.1B	0.12%	Share
21	COMMONWEALTH EQUITY SERVICES, LLC	296,152	$4.0B	0.01%	Share
22	Rossby Financial, LCC	254,779	$3.8B	1.18%	Share
23	J.W. COLE ADVISORS, INC.	255,928	$3.8B	0.09%	Share
24	Apollo Management Holdings, L.P.	249,192	$3.7B	0.03%	Share
25	Nova R Wealth, Inc.	236,558	$3.5B	1.29%	Share
26	GUARDIAN WEALTH ADVISORS, LLC / NC	228,454	$3.4B	0.21%	Share
27	Capital Investment Advisory Services, LLC	223,443	$3.4B	0.24%	Share
28	Corus Family Wealth Advisors	204,245	$3.1B	2.44%	Share
29	Aptus Capital Advisors, LLC	247,889	$3.0B	0.02%	Share
30	Arkadios Wealth Advisors	246,679	$3.0B	0.06%	Share
31	Arkadios Wealth Advisors	258,701	$3.0B	0.06%	Share
32	Family Office Research LLC	190,618	$2.9B	1.18%	Share
33	MJP ASSOCIATES INC /ADV	184,225	$2.8B	0.35%	Share
34	Advisor OS, LLC	184,225	$2.8B	0.22%	Share
35	Lakeridge Wealth Management LLC	178,553	$2.7B	1.22%	Share
36	AlphaStar Capital Management, LLC	170,311	$2.6B	0.19%	Share
37	Matisse Capital	146,900	$2.2B	0.98%	Share
38	Strategic Blueprint, LLC	143,464	$2.2B	0.13%	Share
39	Cornerstone Advisory, LLC	138,573	$2.1B	0.20%	Share
40	JBR Co Financial Management Inc	135,086	$2.0B	0.85%	Share
41	KICKSTAND VENTURES, LLC.	134,075	$2.0B	0.42%	Share
42	Western Wealth Management, LLC	154,368	$2.0B	0.09%	Share
43	RAYMOND JAMES FINANCIAL INC	175,955	$2.0B	0.00%	Share
44	Integrity Advisory Solutions, LLC	131,325	$2.0B	0.28%	Share
45	Kropog Financial Group, LLC	131,085	$2.0B	1.52%	Share
46	Madrona Financial Services, LLC	125,293	$1.9B	0.40%	Share
47	Berkeley, Inc	122,264	$1.8B	0.58%	Share
48	Mutual Advisors, LLC	117,710	$1.8B	0.04%	Share
49	Ignite Planners, LLC	105,996	$1.8B	0.27%	Share
50	Trek Financial, LLC	110,843	$1.7B	0.10%	Share

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As of Q4 2025, 50 institutional investors hold BPRE (Bluerock Private Real Estate Fund). The largest holder is Focus Partners Wealth with $47.0B in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own BPRE?

As of Q4 2025, 50 institutional investors report holding BPRE (Bluerock Private Real Estate Fund) in their 13F filings.

Who is the largest institutional holder of BPRE?

The largest institutional holder of BPRE is Focus Partners Wealth with $47.0B in shares.

Is institutional ownership of BPRE increasing or decreasing?

This quarter, 15 institutions opened new positions in BPRE and 0 closed their positions.