Skip to content
Disclosery

BPRE BLUEROCK PVT REAL ESTATE FD

Follow

COM (fund), issuer CIK 1551047

319 managers (324 13F filers) reported a position in BPRE shares at 2026-03-31, 74,219,271 shares in all. 45 filers opened a position and 71 filers sold out during the quarter.

Managers
319
13F filers
324
New
45
Added
104
Reduced
145
Sold out
71
Shares held by filers
74,219,271

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
KAMFAR RAMINdirector2026-10-14+157,661 P$12.6332Form 4
KAMFAR RAMINdirector2026-10-13+110,964 P$12.8506Form 4
KAMFAR RAMINdirector2026-10-12+158,984 P$12.9589Form 4
KAMFAR RAMINdirector2026-10-09+171,094 P$13.1692Form 4
KAMFAR RAMINdirector2026-10-08+150,937 P$13.0481Form 4
KAMFAR RAMINdirector2026-10-07+186,612 P$12.9904Form 4
KAMFAR RAMINdirector2026-10-06+142,420 P$13.0231Form 4

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JMG Financial Group, Ltd.19,844$330K0.01%-94113F-HRTimeline
Advisory Services Network, LLC19,683$327K<0.01%-20,83213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,628$326K0.03%-7,74913F-HRTimelineGroup
Sentinel Advisory Group, LLC19,623$326K0.16%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…19,408$322K0.01%-4,22613F-HR/ATimelineGroup
XTX Topco Ltdin group XTX Topco Ltd19,025$316K0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC18,793$312K<0.01%-39,43313F-HRTimeline
BlueChip Wealth Advisors LLC18,779$312K0.14%-12,58813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…18,316$304K0.05%+5,75613F-HRTimeline
Trilogy Capital Inc.18,307$304K0.01%new13F-HRTimeline
SeaCrest Wealth Management, LLC17,699$294K0.03%-19713F-HRTimeline
Bleakley Financial Group, LLC17,470$290K<0.01%-15,15313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT17,439$290K<0.01%-3,32813F-HRTimeline
Intrua Financial, LLC17,326$288K0.03%-59713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC16,921$281K0.02%+2,55513F-HRTimelineGroup
BETO FINANCIAL GROUP, LLC17,264$279K0.16%-7,87313F-HRTimeline
Continuum Advisory, LLC16,811$279K0.03%+17413F-HRTimeline
Brucke Financial, Inc.15,319$254K0.13%+213F-HRTimeline
Sowell Financial Services LLC15,049$250K0.01%+4,80913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,917$248K0.02%013F-HRTimeline
Sound Income Strategies, LLC14,856$247K0.01%-3,68913F-HRTimeline
Vise Technologies, Inc.16,225$243K<0.01%013F-HRTimeline
Commerce Advisors, LLC14,232$236K0.2%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC14,189$236K0.07%-3,52313F-HRTimeline
Cross Staff Investments Inc14,137$235K0.12%-51213F-HRTimeline
Total Clarity Wealth Management, Inc.14,117$234K0.06%-3,11513F-HRTimeline
Wealth Care LLC14,087$234K0.21%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP14,034$233K<0.01%-6,22813F-HRTimelineGroup
Gateway Wealth Partners, LLC13,374$222K0.01%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC13,358$222K0.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,214$219K<0.01%+1,75913F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…13,166$219K<0.01%-1,29413F-HRTimeline
GM Advisory Group, LLC12,958$215K0.01%013F-HRTimeline
25 LLC12,585$209K0.06%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC12,549$208K0.01%-157,26913F-HRTimelineGroup
QUANTIFY CHAOS ADVISORS, LLC12,216$203K0.63%new13F-HRTimeline
Robertson Stephens Wealth Management, L…12,062$200K0.01%+3713F-HRTimeline
NWF Advisory Services Inc.11,488$191K0.02%-1,09113F-HRTimeline
Signal Advisors Wealth, LLC11,486$191K0.01%-5,25913F-HRTimeline
Lifeworks Advisors, LLC11,379$189K0.02%-2,68713F-HRTimeline
SAX WEALTH ADVISORS, LLC12,461$187K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC11,141$185K0.02%new13F-HRTimeline
Envision Financial LLC11,054$184K0.1%new13F-HRTimeline
K2 PRINCIPAL FUND, L.P.10,900$181K0.02%new13F-HRTimeline
IFP Advisors, Inc10,805$179K<0.01%+32413F-HRTimeline
Curi Capital, LLC10,541$175K<0.01%013F-HRTimeline
Gaddis Premier Wealth Advisors LLC10,350$172K0.13%-5,42813F-HRTimeline
Safeguard Investment Advisory Group, LLC10,294$171K0.05%-81713F-HRTimeline
BOS Asset Management, LLC10,152$169K0.04%+11913F-HRTimeline
SMITH, MOORE & CO.10,109$168K0.01%new13F-HRTimeline
Keystone Financial Group10,035$167K0.01%new13F-HRTimeline
KWB Wealth10,803$162K0.02%013F-HRTimeline
Gen-Wealth Partners Inc8,401$140K0.04%-15,66313F-HRTimeline
Luminist Capital LLC8,085$134K0.18%new13F-HRTimeline
Medallion Wealth Advisors, LLC8,049$134K0.04%-83713F-HRTimeline
Steward Partners Investment Advisory, L…7,892$131K<0.01%+7,15113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,577$124K<0.01%+6,76213F-HRTimelineGroup
Anchor Investment Management, LLC6,555$109K0.01%+12813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC6,464$107K0.01%013F-HRTimelineGroup
Blue Trust, Inc.6,341$105K<0.01%+74513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,257$104K<0.01%-87,04613F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…6,198$103K0.05%-2,42413F-HRTimelineGroup
INVESTMENT COUNSEL CO OF NEVADA6,062$101K0.23%013F-HRTimeline
Global Assets Advisory, LLC6,000$99.7K0.03%new13F-HRTimeline
BOKF, NAin group BOKF, NA5,948$98.8K<0.01%-35,81913F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…5,334$88.6K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG5,236$87K<0.01%-58,75613F-HRTimelineGroup
Allworth Financial LP4,611$76.6K<0.01%-2,74813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,523$72.8K<0.01%-28,27713F-HR/ATimelineGroup
Private Wealth Asset Management, LLC4,378$72.7K0.01%013F-HRTimeline
Asset Dedication, LLC4,186$69.5K<0.01%013F-HRTimeline
Security National Bank4,185$69.5K0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,063$67.5K<0.01%-213F-HRTimeline
TD Waterhouse Canada Inc.4,000$66.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC3,965$65.9K0.01%-10,33813F-HRTimeline
First Command Advisory Services, Inc.3,817$63.4K<0.01%+1,36713F-HRTimeline
Arkos Global Advisors3,222$54K0.01%new13F-HRTimeline
Valued Wealth Advisors LLC3,088$51.3K0.02%new13F-HRTimeline
Reyes Financial Architecture, Inc.3,084$51.2K0.04%013F-HRTimeline
MAI Capital Management2,794$46.4K<0.01%-4213F-HRTimeline
Clearstead Advisors, LLC2,110$35K<0.01%+4213F-HRTimeline
IFG Advisory, LLC2,078$34.5K0.1%-130,08613F-HRTimeline
WPG Advisers, LLC1,899$31.5K0.02%+3813F-HRTimeline
Cassaday & Co Wealth Management LLC1,675$27.8K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co1,648$27.4K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,622$26.9K<0.01%+3213F-HRTimeline
TopTier Wealth Management, LLC1,454$24.2K0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,432$23.8K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,381$22.9K<0.01%-4,63913F-HRTimelineGroup
Triumph Capital Management1,321$21.9K<0.01%+2613F-HRTimeline
AdvisorNet Financial, Inc1,258$20.9K<0.01%+2513F-HRTimeline
Lloyd Advisory Services, LLC.1,162$19.3K0.01%+53413F-HRTimeline
Kingdom Financial Group LLC.1,162$19.3K0.01%-85813F-HRTimeline
GHP Investment Advisors, Inc.1,100$18.3K<0.01%-2,47213F-HRTimeline
United Community Bankin group United Community Bank1,082$18K0.01%+74813F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.1,077$17.9K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…982$16.3K<0.01%new13F-HRTimelineGroup
Ankerstar Wealth, LLC592$9.83K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC581$9.65K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC569$9.46K<0.01%new13F-HRTimeline
WFA of San Diego, LLC548$9.1K0.01%-15713F-HRTimeline
BARRETT & COMPANY, INC.529$8.79K<0.01%+1013F-HRTimeline
Transce3nd, LLC506$8.4K0.07%013F-HRTimeline
Truvestments Capital LLC497$8.26K<0.01%-53713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.384$6.38K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC283$4.73K<0.01%+613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC253$4.2K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…244$4.07K<0.01%+413F-HRTimelineGroup
Keating Financial Advisory Services, In…240$3.99K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC227$3.76K<0.01%+513F-HRTimeline
JPL Wealth Management, LLC182$3.02K<0.01%new13F-HR/ATimeline
PlanVest Financial, Inc171$2.84K<0.01%13F-HRTimeline
Quaker Wealth Management, LLC150$2.49K<0.01%013F-HRTimeline
Hughes Financial Services, LLC122$2.03K<0.01%013F-HRTimeline
CITY HOLDING CO92$1.53K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC57$1K<0.01%-69613F-HRTimelineGroup
Key Capital Management, INC10$174<0.01%-30013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$33<0.01%013F-HRTimelineGroup
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline

Events

  • KAMFAR RAMIN bought 427,609 BPRE shares between 2026-10-12 and 2026-10-14, Form 4 filed 2026-10-14. 0001398344-26-018199

    Accepted , ingested

  • KAMFAR RAMIN bought 651,063 BPRE shares between 2026-10-06 and 2026-10-09, Form 4 filed 2026-10-09. 0001398344-26-018110

    Accepted , ingested