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Disclosery

BPRE BLUEROCK PVT REAL ESTATE FD

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COM (fund), issuer CIK 1551047

347 managers (350 13F filers) reported a position in BPRE shares at 2025-12-31, 68,998,282 shares in all. 334 filers opened a position and 0 filers sold out during the quarter.

Managers
347
13F filers
350
New
334
Added
0
Reduced
0
Sold out
0
Shares held by filers
68,998,282

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 RAMINdirector2026-10-09+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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CAPTRUST FINANCIAL ADVISORS7,879,641$118M0.22%new13F-HRTimeline
LPL Financial LLC5,464,769$82M0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…4,382,006$65.7M0.17%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,287,735$64.3M0.04%new13F-HR/ATimelineGroup
Cetera Investment Advisers3,212,160$48.2M0.05%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,173,430$47.6M0.05%new13F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.3,074,615$46.1M1.55%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,522,091$22.8M0.03%new13F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC1,147,161$17.2M1.42%new13F-HRTimeline
Quadrant Private Wealth Management, LLC1,097,721$16.5M2.7%new13F-HRTimeline
HighTower Advisors, LLC1,029,924$15.4M0.02%new13F-HRTimeline
Sunbelt Securities, Inc.1,024,719$15.4M1.03%new13F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC1,004,483$15.1M0.71%new13F-HRTimeline
Pasadena Private Wealth, LLC995,768$14.9M2.04%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC904,098$13.6M0.02%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC858,785$12.9M0.29%new13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.854,779$12.8M4.34%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN777,359$11.7M<0.01%new13F-HRTimelineGroup
BSW Wealth Partners552,074$8.28M0.99%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management531,637$7.97M0.09%new13F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC514,501$7.72M0.17%new13F-HRTimelineGroup
Arkadios Wealth Advisors505,380$7.58M0.15%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY504,649$7.57M<0.01%new13F-HR/ATimelineGroup
Modern Wealth Management, LLC461,699$6.93M0.13%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC429,890$6.45M<0.01%new13F-HRTimelineGroup
Octavia Wealth Advisors, LLC426,592$6.4M0.61%new13F-HRTimeline
Guardian Financial Partners, LLC422,713$6.34M2.67%new13F-HRTimeline
Integrated Wealth Concepts LLC402,335$6.04M0.07%new13F-HRTimeline
Wilkerson Advisory Group LLC398,735$5.98M2.11%13F-HRTimeline
Soltis Investment Advisors LLC385,613$5.78M0.38%new13F-HR/ATimeline
Sanctuary Advisors, LLC355,644$5.33M0.03%new13F-HRTimeline
Avantax Planning Partners, Inc.353,799$5.31M0.15%new13F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC350,000$5.25M0.1%new13F-HRTimelineGroup
SCS Capital Management LLC349,971$5.25M0.06%new13F-HRTimeline
Creative Planningin group Creative Planning348,351$5.23M<0.01%new13F-HRTimelineGroup
Turning Point Benefit Group, Inc.335,981$5.04M2.63%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC304,854$4.57M0.01%new13F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC299,533$4.49M3.12%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC296,152$4.44M0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC295,206$4.43M0.01%new13F-HRTimelineGroup
Compound Planning, Inc.274,394$4.12M0.12%new13F-HRTimeline
PINKERTON WEALTH, LLC257,019$3.86M0.4%new13F-HRTimeline
Beacon Pointe Advisors, LLC256,009$3.84M0.03%new13F-HRTimeline
Rossby Financial, LCC254,779$3.82M1.2%new13F-HRTimeline
J.W. COLE ADVISORS, INC.255,928$3.81M0.09%new13F-HRTimeline
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…249,192$3.74M0.04%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC247,889$3.72M0.03%new13F-HRTimeline
Bulldog Investors, LLP242,504$3.64M0.81%new13F-HRTimeline
Nova R Wealth, Inc.236,558$3.55M1.29%new13F-HRTimeline
AE Wealth Management LLC234,850$3.52M0.02%new13F-HRTimeline
True Freedom Investing, LLC230,024$3.45M0.24%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC228,454$3.43M0.21%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.227,415$3.41M0.16%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC225,544$3.38M0.01%new13F-HRTimelineGroup
Matisse Capital224,800$3.37M1.51%new13F-HRTimeline
Capital Investment Advisory Services, L…223,443$3.35M0.24%new13F-HRTimeline
Almitas Capital LLC212,185$3.18M0.7%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC208,981$3.13M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding204,909$3.07MnewTimeline
Corus Family Wealth Advisors204,245$3.06M2.44%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC197,153$2.96M0.48%new13F-HRTimeline
Perigon Wealth Management, LLC196,617$2.95M0.05%new13F-HRTimeline
Family Office Research LLC190,618$2.89M1.18%new13F-HRTimeline
NewEdge Advisors, LLC188,949$2.83M0.01%new13F-HRTimeline
Arete Wealth Advisors, LLC186,259$2.79M0.19%new13F-HR/ATimeline
MJP ASSOCIATES INC /ADV184,225$2.76M0.35%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC184,225$2.76M0.22%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC184,118$2.76M0.27%new13F-HRTimeline
Lakeridge Wealth Management LLC178,553$2.68M1.22%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding176,947$2.65MnewTimeline
CALTON & ASSOCIATES, INC.174,471$2.62M0.38%new13F-HRTimeline
Advisory Alpha, LLC173,648$2.6M0.07%new13F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC171,703$2.58M0.37%new13F-HR/ATimeline
AlphaStar Capital Management, LLC170,311$2.55M0.19%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC169,818$2.55M0.1%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp165,565$2.48M0.05%new13F-HRTimelineGroup
Trivium Point Advisory, LLC159,263$2.39M0.24%new13F-HRTimeline
Western Wealth Management, LLC154,368$2.32M0.11%new13F-HRTimeline
Waverly Advisors, LLC153,829$2.31M0.02%new13F-HRTimeline
WealthPoint Financial, LLC147,266$2.21M1.92%13F-HRTimeline
Strategic Blueprint, LLC143,464$2.15M0.13%new13F-HRTimeline
Ausdal Financial Partners, Inc.142,622$2.14M0.1%new13F-HRTimeline
Foundations Investment Advisors, LLC139,790$2.1M0.03%new13F-HRTimeline
Cornerstone Advisory, LLC138,573$2.08M0.2%new13F-HRTimeline
JBR Co Financial Management Inc135,086$2.03M0.85%new13F-HRTimeline
KICKSTAND VENTURES, LLC.134,075$2.01M0.42%new13F-HRTimeline
IFG Advisory, LLC132,164$1.98M0.09%new13F-HRTimeline
Integrity Advisory Solutions, LLC131,325$1.97M0.28%new13F-HRTimeline
Kropog Financial Group, LLC131,085$1.97M1.52%new13F-HRTimeline
Madrona Financial Services, LLC125,293$1.88M0.4%new13F-HRTimeline
TSFG, LLC123,796$1.86M0.28%new13F-HRTimeline
Closed-End Fund Advisors, Inc.122,645$1.84M1.09%13F-HRTimeline
Berkeley, Inc122,264$1.83M0.58%new13F-HRTimeline
M Holdings Securities, Inc.121,213$1.82M0.13%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd118,111$1.77M0.02%new13F-HRTimelineGroup
Mutual Advisors, LLC117,710$1.77M0.04%new13F-HRTimeline
Ignite Planners, LLC105,996$1.76M0.27%new13F-HRTimeline
SageView Advisory Group, LLC116,506$1.75M0.06%new13F-HRTimeline
Global Retirement Partners, LLC112,052$1.68M0.03%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…112,394$1.68M<0.01%new13F-HRTimeline
Trek Financial, LLC110,843$1.66M0.1%new13F-HRTimeline
Naviter Wealth, LLC108,233$1.62M0.21%new13F-HRTimeline
Glass Jacobson Investment Advisors llc106,775$1.6M0.58%new13F-HRTimeline
Veracity Capital LLC105,628$1.58M0.47%new13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC103,392$1.55M0.68%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …101,257$1.52M0.03%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC95,208$1.43M<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\93,303$1.4M<0.01%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…90,982$1.36M0.16%new13F-HRTimeline
Orion Porfolio Solutions, LLC90,969$1.36M0.01%new13F-HRTimeline
CX Institutional90,621$1.36M0.04%new13F-HRTimeline
Private Advisor Group, LLC90,363$1.36M0.01%new13F-HRTimeline
Socha Financial Group, LLC89,667$1.35M0.66%new13F-HRTimeline
Koshinski Asset Management, Inc.88,464$1.33M0.09%new13F-HRTimeline
Summit Investment Advisory Services, LLC87,096$1.31M0.49%new13F-HRTimeline
WCG Wealth Advisors LLC86,814$1.3M0.04%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED86,580$1.3M0.09%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP85,702$1.29M<0.01%new13F-HRTimelineGroup
AMJ Financial Wealth Management80,149$1.2M0.29%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC79,970$1.2M0.23%new13F-HRTimeline
RHS Financial, LLC79,186$1.19M0.58%new13F-HRTimeline
Dynamic Advisor Solutions LLC77,868$1.17M0.04%new13F-HRTimeline
Berger Financial Group, Inc77,311$1.16M0.07%new13F-HRTimeline
IHT Wealth Management, LLC76,969$1.15M0.03%new13F-HRTimeline
Gallacher Capital Management LLC76,854$1.15M0.45%new13F-HRTimeline
Welch Financial Planning, LLC74,080$1.11M0.81%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…73,720$1.11M<0.01%new13F-HR/ATimelineGroup
LongView Wealth Management69,517$1.1M0.27%new13F-HRTimeline
Optimus Capital Advisors, LLC73,200$1.1M0.64%13F-HRTimeline
SlateStone Wealth, LLC72,657$1.09M0.09%new13F-HRTimeline
OneDigital Investment Advisors LLC72,408$1.09M0.01%new13F-HRTimeline
Summit Financial Wealth Advisors, LLC72,208$1.08M0.16%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.71,215$1.07M0.05%new13F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …68,644$1.03M0.2%new13F-HRTimelineGroup
Blackhawk Capital Partners, LLC66,702$1M0.38%new13F-HRTimeline
UBS Group AGin group UBS Group AG63,992$960K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding63,010$945KnewTimeline
Arax Advisory Partners61,030$915K0.03%new13F-HRTimeline
Trademark Financial Management, LLC59,093$886K0.49%new13F-HRTimeline
Farther Finance Advisors, LLC58,226$873K0.01%new13F-HRTimeline
Merit Financial Group, LLC55,159$827K0.01%new13F-HRTimeline
Stewardship Advisors, LLC51,672$775K0.18%new13F-HRTimeline
WORLD EQUITY GROUP, INC.50,400$756K0.21%new13F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC50,291$754K0.22%new13F-HRTimeline
Claro Advisors Inc.50,204$753K0.1%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC48,575$729K0.19%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.48,571$729K<0.01%new13F-HRTimelineGroup
HighPoint Advisor Group LLC48,509$728K0.02%new13F-HRTimeline
HRC WEALTH MANAGEMENT, LLC46,724$701K0.34%new13F-HRTimeline
DAVENPORT & Co LLC46,324$695K<0.01%new13F-HRTimeline
Kings Path Partners LLC45,970$690K0.24%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…45,633$684K0.05%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC45,466$681K0.22%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.45,319$680K<0.01%new13F-HRTimelineGroup
Csenge Advisory Group45,077$676K0.03%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC44,494$667K0.26%new13F-HRTimelineGroup
Tradition Wealth Management, LLC43,700$656K0.05%new13F-HRTimeline
BOKF, NAin group BOKF, NA41,767$627K0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC40,515$608K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.39,980$600K0.03%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC39,647$595K0.11%new13F-HRTimeline
Chicago Partners Investment Group LLC37,908$593K0.01%new13F-HRTimeline
HRT FINANCIAL LP38,279$574K<0.01%new13F-HRTimeline
United Advisor Group, LLC38,189$573K0.07%new13F-HRTimeline
Summit Financial, LLC38,098$571K0.01%new13F-HRTimeline
Seven Springs Wealth Group, LLC37,490$562K0.16%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC37,254$559K0.04%new13F-HR/ATimeline
Capital Investment Counsel, Inc36,412$546K0.06%new13F-HRTimeline
Fiduciary Alliance LLC35,904$539K0.04%new13F-HRTimeline
RMR Wealth Builders35,735$536K0.04%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC35,441$532K0.03%new13F-HRTimeline
Syntegra Private Wealth Group, LLC35,330$530K0.05%new13F-HRTimeline
Savvy Advisors, Inc.34,796$522K0.02%new13F-HRTimeline
Prime Capital Investment Advisors, LLC34,685$520K0.01%new13F-HRTimeline
Regal Investment Advisors LLC34,245$514K0.03%new13F-HRTimeline
Spinnaker Investment Group, LLC32,982$495K0.09%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.32,935$494K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,800$492K<0.01%new13F-HRTimelineGroup
Bleakley Financial Group, LLC32,623$489K0.01%new13F-HRTimeline
LRI Investments, LLC32,303$485K0.04%new13F-HRTimeline
AlphaCore Capital LLC31,946$479K0.01%new13F-HRTimeline
BlueChip Wealth Advisors LLC31,367$470K0.2%new13F-HRTimeline
PFG Investments, LLC30,558$458K0.02%new13F-HRTimeline
Intelligence Driven Advisers, LLC30,452$457K0.07%new13F-HRTimeline
FAS Wealth Partners, Inc.29,177$438K0.03%new13F-HRTimeline
CLG LLC29,113$437K0.11%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.27,377$411K0.02%new13F-HRTimelineGroup
Wealthspire Advisors, LLC27,315$410K<0.01%new13F-HRTimeline
BETO FINANCIAL GROUP, LLC25,137$407K0.27%13F-HRTimeline
Cornerstone Wealth Management, LLC26,377$396K0.02%new13F-HRTimeline
WILLNER & HELLER, LLC26,191$393K0.28%new13F-HRTimeline
Madison Wealth Partners, Inc25,190$378K0.07%new13F-HRTimeline
Providence Wealth Advisors, LLC24,737$376K0.24%new13F-HRTimeline
Sage Mountain Advisors LLC24,978$375K0.02%new13F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC24,085$361K0.07%new13F-HRTimelineGroup
Gen-Wealth Partners Inc24,064$361K0.12%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…23,634$355K0.01%new13F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC23,467$352K0.02%new13F-HRTimeline
Magnolia Private Wealth, LLC23,421$351K0.25%new13F-HRTimeline
AMERIFLEX GROUP, INC.23,045$346K0.18%new13F-HRTimeline

Events

  • 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