Bluerock Private Real Estate Fund (BPRE)
Bluerock Private Real Estate Fund (BPRE) is listed on the New York Stock Exchange.
- Listed On
- the New York Stock Exchange
About Bluerock Private Real Estate Fund
Bluerock Private Real Estate Fund is a closed-end fund offering investors dedicated access to private real estate. Its investment objective is to deliver consistent tax-advantaged income while also pursuing attractive long-term capital appreciation by rotating capital into specialty real estate sectors offering high-growth opportunities and consistently raising distributions.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 306 institutions reported holding BPRE, with 76.7 million shares worth $1.0 billion in aggregate. The largest reported holder was Captrust Financial Advisors, with 7.7 million shares worth $100.3 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Captrust Financial Advisors | 7,712,982 | $100M | Reduced 2.76% |
| Saba Capital Management | 6,742,126 | $88M | Added 41.46% |
| Lpl Financial | 5,496,468 | $72M | Reduced 4.89% |
| Cambridge Investment Research Advisors | 4,679,291 | $61M | Added 4.79% |
| Focus Partners Wealth | 3,257,464 | $42M | Added 7.85% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is BPRE?
Bluerock Private Real Estate Fund (BPRE) is listed on the New York Stock Exchange.
Who are the largest institutional holders of BPRE?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of BPRE were Captrust Financial Advisors, Saba Capital Management and Lpl Financial.
How many institutions own BPRE?
306 institutions reported a position in BPRE for the quarter ended June 30, 2026, worth $1.0 billion in total.
Did institutions buy or sell BPRE last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for BPRE.
Every reported institutional holder, plus insider and congressional trades in BPRE, on SentiSense.