Bluerock PVT Real Estate Fund (BPRE): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it. 3 officers or directors bought in 6 months.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of BPRE (all 13F filers)
- Captrust Financial Advisors7.7 MWealth adviser−219 K
- Saba Capital Management6.7 MInvestment firm+2.0 M
- LPL Financial5.5 MWealth adviser−282 K
- Cambridge Investment Research Advisors4.7 MWealth adviser+214 K
- Focus Partners Wealth3.3 MWealth adviser+237 K
- Cetera Investment Advisers3.0 MWealth adviser−206 K
- Midland Wealth Advisors2.9 MWealth adviser+359 K
- Northwestern Mutual Wealth Management2.8 MWealth adviser−630 K
- Morgan Stanley2.5 MBank or trading desk+729 K
- Quadrant Private Wealth Management2.0 MWealth adviser+126 K
- Shares
- 7.7 M
- Change
- −219 K
See more
- Type
- Wealth adviser
- Value
- $100M
- Shares
- 6.7 M
- Change
- +2.0 M
See more
- Type
- Investment firm
- Value
- $87.7M
- Shares
- 5.5 M
- Change
- −282 K
See more
- Type
- Wealth adviser
- Value
- $71.5M
- Shares
- 4.7 M
- Change
- +214 K
See more
- Type
- Wealth adviser
- Value
- $60.9M
- Shares
- 3.3 M
- Change
- +237 K
See more
- Type
- Wealth adviser
- Value
- $42.4M
- Shares
- 3.0 M
- Change
- −206 K
See more
- Type
- Wealth adviser
- Value
- $39.1M
- Shares
- 2.9 M
- Change
- +359 K
See more
- Type
- Wealth adviser
- Value
- $37.2M
- Shares
- 2.8 M
- Change
- −630 K
See more
- Type
- Wealth adviser
- Value
- $36.2M
- Shares
- 2.5 M
- Change
- +729 K
See more
- Type
- Bank or trading desk
- Value
- $33.0M
- Quadrant Private Wealth Management
- Shares
- 2.0 M
- Change
- +126 K
See more
- Type
- Wealth adviser
- Value
- $26.5M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Saba Capital Management5.12%13D · amendmentfiling ↗Event: Aug 26, 2026 · filed: Aug 27, 2026
- Captrust Financial Advisors5.4%13Gfiling ↗Event: Dec 31, 2025 · filed: Aug 25, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.