Bluerock Private Real Estate Fund

BPRENYSE

$12.73+0.04 (+0.32% today)

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

Bluerock Private Real Estate Fund price and activity chart data

Showing the 1Y range: Dec 16, 2025 to Oct 5, 2026. Price (-13.4%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Cambridge Investment Research Advisors, Inc.	Not reported	$122M	0.14%	Not reported
Captrust Financial Advisors	Not reported	$100M	0.15%	Not reported
Saba Capital Management, L.P.	Not reported	$87.7M	2.25%	Not reported
LPL Financial LLC	Not reported	$71.5M	0.02%	Not reported
Focus Partners Wealth	Not reported	$42.4M	0.04%	Not reported
Cetera Investment Advisers	Not reported	$39.1M	0.04%	Not reported
Midland Wealth Advisors, LLC	Not reported	$37.2M	1.75%	Add 14.37%
Northwestern Mutual Wealth Management Co	Not reported	$36.2M	0.02%	Not reported
Morgan Stanley	Not reported	$33M	0.00%	Not reported
Quadrant Private Wealth Management, LLC	Not reported	$26.5M	5.94%	Add 6.56%
Pasadena Private Wealth, LLC	Not reported	$25.1M	3.20%	Add 2.52%
Stratos Wealth Partners, LTD.	Not reported	$23.3M	0.23%	Add 154.49%
Osaic Holdings, Inc.	Not reported	$22M	0.03%	Not reported
Independent Financial Group, LLC	Not reported	$16.3M	0.31%	Add 8.45%
Traphagen Investment Advisors LLC	Not reported	$15.2M	1.09%	Reduce 0.22%
HighTower Advisors, LLC	Not reported	$13M	0.01%	Not reported
Citadel Advisors LLC	Not reported	$11.6M	0.00%	Not reported
Modern Wealth Management, LLC	Not reported	$11.3M	0.13%	Add 53.17%
Raymond James Financial Inc	Not reported	$8.3M	0.00%	Not reported
Integrated Wealth Concepts LLC	Not reported	$7.79M	0.04%	Not reported
Royal Bank of Canada	Not reported	$6.57M	0.00%	Not reported
Arkadios Wealth Advisors	Not reported	$6.55M	0.10%	Reduce 0.54%
Elevation Point Wealth Partners, LLC	Not reported	$6.34M	0.12%	Add 18.85%
Envestnet Asset Management Inc	Not reported	$6.17M	0.00%	Not reported
B. Riley Wealth Advisors, Inc.	Not reported	$6.06M	0.32%	Not reported
Aptus Capital Advisors, LLC	Not reported	$5.86M	0.04%	Add 9.16%
Guardian Wealth Advisors, LLC / NC	Not reported	$5.84M	0.33%	Add 11.67%
Bulldog Investors, LLP	Not reported	$5.8M	1.28%	Add 19.51%
Callan Family Office, LLC	Not reported	$5.65M	0.11%	Not reported
IFG Advisory, LLC	Not reported	$5.59M	0.20%	Add 20569.30%
Guardian Financial Partners, LLC	Not reported	$5.56M	2.16%	Add 1.07%
Wilkerson Advisory Group LLC	Not reported	$5.27M	1.62%	Reduce 2.00%
Brookstone Capital Management	Not reported	$4.99M	0.05%	Reduce 25.69%
Jane Street Group, LLC	Not reported	$4.57M	0.00%	Not reported
SCS Capital Management LLC	Not reported	$4.47M	0.04%	Reduce 0.77%
Creative Planning	Not reported	$4.42M	0.00%	Not reported
Baird Financial Group, Inc.	Not reported	$4.36M	0.01%	Add 28.91%
Wells Fargo & Company	Not reported	$4.26M	0.00%	Not reported
Avantax Planning Partners, Inc.	Not reported	$4.22M	0.11%	Reduce 5.74%
Turning Point Benefit Group, Inc.	Not reported	$4.09M	1.76%	Not reported
Soltis Investment Advisors LLC	Not reported	$3.97M	0.22%	Reduce 11.86%
Thomas J. Herzfeld Advisors, Inc.	Not reported	$3.95M	1.21%	Reduce 16.32%
Matisse Capital	Not reported	$3.9M	1.56%	Add 21.95%
Ameritas Advisory Services, LLC	Not reported	$3.74M	0.08%	Not reported
Harbour Investments, Inc.	Not reported	$3.73M	0.05%	Not reported
Mercer Global Advisors Inc	Not reported	$3.4M	0.00%	Not reported
Capital Investment Advisory Services, LLC	Not reported	$3.1M	0.19%	Add 4.48%
Cerity Partners LLC	Not reported	$3M	0.00%	Not reported
Pinkerton Wealth, LLC	Not reported	$3.79M	0.33%	Reduce 11.19%
True Freedom Investing, LLC	Not reported	$3.65M	0.29%	Reduce 3.51%

50 of 301 holders

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