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Disclosery

BPRE BLUEROCK PVT REAL ESTATE FD

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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 RAMINdirector2026-10-09+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
CAPTRUST FINANCIAL ADVISORS7,931,555$132M0.23%+51,91413F-HRTimeline
LPL Financial LLC5,778,813$96M0.03%+314,04413F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.4,766,113$79.2M2.54%+1,691,49813F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,465,388$74.2M0.19%+83,38213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,411,824$56.7M0.03%-875,91113F-HRTimelineGroup
Cetera Investment Advisers3,211,031$53.3M0.06%-1,12913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,020,285$50.2M0.06%-153,14513F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC2,497,039$41.5M2.14%new13F-HRTimeline
Quadrant Private Wealth Management, LLC1,914,429$31.8M4.92%+816,70813F-HRTimeline
Pasadena Private Wealth, LLC1,883,232$31.3M4.34%+887,46413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,807,588$30M<0.01%+1,302,93913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,455,864$24.2M0.04%-66,22713F-HRTimelineGroup
Sunbelt Securities, Inc.1,186,168$19.7M1.24%+161,44913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,170,967$19.4M1.58%+23,80613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,156,813$19.2M0.43%+298,02813F-HR/ATimeline
HighTower Advisors, LLC1,042,022$17.3M0.02%+12,09813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding770,094$12.8M+593,147Timeline
Modern Wealth Management, LLC565,792$9.4M0.16%+104,09313F-HRTimeline
BSW Wealth Partners534,972$8.89M1.08%-17,10213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding529,863$8.8M+324,954Timeline
Brookstone Capital Managementin group Brookstone Capital Management516,373$8.58M0.1%-15,26413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA513,887$8.54M<0.01%+498,39413F-HRTimelineGroup
Arkadios Wealth Advisors506,004$8.4M0.14%+62413F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC432,606$7.19M0.16%-81,89513F-HRTimelineGroup
Creative Planningin group Creative Planning427,291$7.1M<0.01%+78,94013F-HRTimelineGroup
Guardian Financial Partners, LLC422,705$7.02M2.96%-813F-HRTimeline
Octavia Wealth Advisors, LLC414,859$6.89M0.66%-11,73313F-HRTimeline
Wilkerson Advisory Group LLC413,121$6.86M2.36%+14,38613F-HRTimeline
Aptus Capital Advisors, LLC412,695$6.85M0.06%+164,80613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC410,228$6.81M0.16%+374,78713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC409,707$6.81M<0.01%+200,72613F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC402,270$6.68M0.42%+173,81613F-HRTimeline
Bulldog Investors, LLP373,019$6.2M1.39%+130,51513F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.362,504$6.02M2.05%-492,27513F-HRTimeline
SCS Capital Management LLC346,619$5.76M0.06%-3,35213F-HRTimeline
Soltis Investment Advisors LLC346,565$5.76M0.37%-39,04813F-HRTimeline
Avantax Planning Partners, Inc.344,467$5.72M0.16%-9,33213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN342,819$5.69M<0.01%-434,54013F-HR/ATimelineGroup
Integrated Wealth Concepts LLC318,785$5.3M0.04%-83,55013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV302,422$5.02M0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.308,845$4.97M0.32%+268,86513F-HRTimeline
HARBOUR INVESTMENTS, INC.296,655$4.93M0.08%new13F-HRTimeline
DAVENPORT & Co LLC289,205$4.8M0.03%+242,88113F-HRTimeline
Sanctuary Advisors, LLC287,537$4.78M0.03%-68,10713F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC285,000$4.73M0.1%-65,00013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.259,962$4.32M0.01%+214,64313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC249,743$4.15M0.01%-46,40913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC246,932$4.1M0.01%-48,27413F-HRTimelineGroup
Matisse Capital246,000$4.09M1.75%+21,20013F-HRTimeline
Rossby Financial, LCC234,769$3.9M0.81%-20,01013F-HRTimeline
Nova R Wealth, Inc.232,620$3.86M1.23%-3,93813F-HRTimeline
PINKERTON WEALTH, LLC256,599$3.85M0.35%-42013F-HRTimeline
Capital Investment Advisory Services, L…228,397$3.79M0.28%+4,95413F-HRTimeline
True Freedom Investing, LLC227,883$3.79M0.29%-2,14113F-HRTimeline
AlphaStar Capital Management, LLC227,080$3.77M0.28%+56,76913F-HRTimeline
Beacon Pointe Advisors, LLC224,688$3.73M0.02%-31,32113F-HRTimeline
CATHY PARETO & ASSOCIATES, INC222,951$3.7M2.49%-76,58213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC216,137$3.59M0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC206,168$3.42M<0.01%-98,68613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.202,954$3.37M0.16%-24,46113F-HRTimeline
Uniting Wealth Partners, LLC202,387$3.36M0.72%new13F-HRTimeline
Perigon Wealth Management, LLC199,068$3.31M0.06%+2,45113F-HRTimeline
LaSalle St. Investment Advisors, LLC198,150$3.29M0.46%+99713F-HRTimeline
Arete Wealth Advisors, LLC194,153$3.22M0.24%+7,89413F-HR/ATimeline
Family Office Research LLC192,234$3.19M1.39%+1,61613F-HRTimeline
Compound Planning, Inc.191,820$3.19M0.1%-82,57413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…191,699$3.18M0.01%+117,97913F-HRTimelineGroup
Closed-End Fund Advisors, Inc.178,276$2.96M3.01%+55,63113F-HRTimeline
Patriot Financial Group Insurance Agenc…177,214$2.94M0.17%+86,23213F-HRTimeline
Lakeridge Wealth Management LLC176,453$2.93M1.26%-2,10013F-HRTimeline
AE Wealth Management LLC174,633$2.9M0.02%-60,21713F-HRTimeline
Waverly Advisors, LLC169,394$2.81M0.02%+15,56513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC163,594$2.72M0.01%-61,95013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp159,964$2.66M0.05%-5,60113F-HRTimelineGroup
D.A. DAVIDSON & CO.157,644$2.62M0.02%+145,42313F-HRTimeline
Trivium Point Advisory, LLC152,558$2.53M0.46%-6,70513F-HRTimeline
NewEdge Advisors, LLC151,619$2.52M0.01%-37,33013F-HR/ATimeline
Strategic Blueprint, LLC149,931$2.49M0.14%+6,46713F-HRTimeline
Western Wealth Management, LLC147,117$2.44M0.09%-7,25113F-HR/ATimeline
Kropog Financial Group, LLC133,494$2.22M1.8%+2,40913F-HRTimeline
KICKSTAND VENTURES, LLC.132,477$2.2M0.46%-1,59813F-HRTimeline
Ausdal Financial Partners, Inc.131,105$2.18M0.1%-11,51713F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC128,403$2.13M0.94%+25,01113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding127,705$2.12M+64,695Timeline
Sterneck Capital Management, LLC125,680$2.09M0.94%new13F-HRTimeline
WORLD EQUITY GROUP, INC.125,008$2.08M0.54%+74,60813F-HRTimeline
Apollo Management Holdings, L.P.in group Apollo Management Holdings, L…124,596$2.07M0.03%-124,59613F-HRTimelineGroup
WealthPoint Financial, LLC122,443$2.03M1.7%-24,82313F-HR/ATimeline
JBR Co Financial Management Inc135,086$2.03M0.85%013F-HRTimeline
Madrona Financial Services, LLC121,063$2.01M0.44%-4,23013F-HRTimeline
Noble Wealth Management PBC120,819$2.01M1.03%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …112,043$1.86M0.33%+43,39913F-HRTimelineGroup
Trek Financial, LLC111,884$1.86M0.1%+1,04113F-HRTimeline
TSFG, LLC111,862$1.86M0.28%-11,93413F-HRTimeline
Naviter Wealth, LLC109,569$1.82M0.23%+1,33613F-HRTimeline
SageView Advisory Group, LLC109,167$1.81M0.07%-7,33913F-HRTimeline
Veracity Capital LLC105,694$1.76M0.63%+6613F-HRTimeline
Mutual Advisors, LLC104,985$1.74M0.04%-12,72513F-HRTimeline
Ignite Planners, LLC102,982$1.71M0.26%-3,01413F-HRTimeline
UMB Bank, n.a.102,251$1.7M0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Integrity Advisory Solutions, LLC101,998$1.69M0.22%-29,32713F-HRTimeline
Glass Jacobson Investment Advisors llc101,277$1.68M0.58%-5,49813F-HRTimeline
CALTON & ASSOCIATES, INC.100,642$1.67M0.24%-73,82913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.100,000$1.66M<0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC96,757$1.61M0.02%-43,03313F-HRTimeline
M Holdings Securities, Inc.96,907$1.58M0.11%-24,30613F-HRTimeline
HighPoint Advisor Group LLC94,966$1.58M0.07%+46,45713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC93,667$1.56M0.07%+72,94313F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC91,818$1.53M0.76%+46,35213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …89,758$1.49M0.03%-11,49913F-HRTimelineGroup
Dynamic Advisor Solutions LLC89,282$1.48M0.05%+11,41413F-HRTimeline
Spinnaker Investment Group, LLC89,108$1.48M0.3%+56,12613F-HRTimeline
CWM, LLCin group CWM, LLC87,376$1.45M<0.01%-7,83213F-HRTimelineGroup
TCFG Investment Advisors, LLCgroup of 2 filers holding86,872$1.44M+42,378Timeline
IHT Wealth Management, LLC85,802$1.43M0.03%+8,83313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED84,879$1.41M0.1%-1,70113F-HRTimeline
CX Institutional84,625$1.41M0.04%-5,99613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP83,034$1.38M<0.01%-2,66813F-HRTimelineGroup
Magnolia Private Wealth, LLC82,571$1.37M0.91%+59,15013F-HRTimeline
Summit Financial Wealth Advisors, LLC82,496$1.37M0.19%+10,28813F-HRTimeline
WCG Wealth Advisors LLC82,412$1.37M0.04%-4,40213F-HRTimeline
Koshinski Asset Management, Inc.81,024$1.35M0.08%-7,44013F-HRTimeline
AMJ Financial Wealth Management80,072$1.33M0.31%-7713F-HRTimeline
Summit Investment Advisory Services, LLC78,671$1.31M0.49%-8,42513F-HRTimeline
Berkeley, Inc78,598$1.31M0.44%-43,66613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC77,889$1.29M0.27%-2,08113F-HRTimeline
RHS Financial, LLC77,142$1.28M0.61%-2,04413F-HRTimeline
MML INVESTORS SERVICES, LLC76,289$1.27M<0.01%new13F-HRTimeline
Blackhawk Capital Partners, LLC76,037$1.26M0.46%+9,33513F-HRTimeline
OneDigital Investment Advisors LLC72,991$1.21M0.01%+58313F-HRTimeline
Gallacher Capital Management LLC72,186$1.2M0.46%-4,66813F-HRTimeline
Welch Financial Planning, LLC71,047$1.18M0.85%-3,03313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.69,928$1.16M0.06%-1,28713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…68,167$1.14M<0.01%-44,22713F-HRTimeline
Berger Financial Group, Inc68,238$1.13M0.06%-9,07313F-HRTimeline
SlateStone Wealth, LLC65,651$1.09M0.09%-7,00613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…63,407$1.05M<0.01%+62,25713F-HRTimelineGroup
Claro Advisors Inc.61,517$1.02M0.12%+11,31313F-HRTimeline
Corus Family Wealth Advisors60,175$1000K0.81%-144,07013F-HRTimeline
Stewardship Advisors, LLC59,034$981K0.23%+7,36213F-HRTimeline
Private Advisor Group, LLC55,526$922K<0.01%-34,83713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…51,850$861K0.06%+6,21713F-HRTimeline
LexAurum Advisors, LLC49,740$826K0.11%13F-HRTimeline
Trademark Financial Management, LLC49,643$825K0.4%-9,45013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC49,514$822K0.24%-77713F-HRTimeline
Arax Advisory Partners48,325$803K0.02%-12,70513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,885$778K0.01%+3,31413F-HRTimelineGroup
Optimus Capital Advisors, LLC45,393$754K0.45%-27,80713F-HRTimeline
Tradition Wealth Management, LLC45,200$751K0.05%+1,50013F-HRTimeline
Cooper Financial Group44,309$736K0.07%+25,71113F-HRTimeline
Avior Wealth Management, LLC43,534$723K0.02%new13F-HRTimeline
Merit Financial Group, LLC42,997$714K0.01%-12,16213F-HRTimeline
Investor's Fiduciary Advisor Network, L…42,596$707K0.22%+22,61813F-HRTimeline
Csenge Advisory Group41,645$692K0.03%-3,43213F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp40,019$665K<0.01%new13F-HRTimelineGroup
Spectrum Strategic Capital Management, …39,929$663K0.36%new13F-HRTimeline
Syntegra Private Wealth Group, LLC38,948$647K0.06%+3,61813F-HRTimeline
Capital Investment Counsel, Inc38,463$639K0.08%+2,05113F-HRTimeline
Chicago Partners Investment Group LLC38,727$620K0.01%+81913F-HRTimeline
Seven Springs Wealth Group, LLC37,238$619K0.14%-25213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC37,127$617K0.11%-2,52013F-HRTimeline
EARNED WEALTH ADVISORS, LLC37,034$615K0.04%-22013F-HRTimeline
Turning Point Benefit Group, Inc.37,043$605K0.39%-298,93813F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC35,856$596K0.03%+15,05613F-HRTimeline
RMR Wealth Builders34,931$580K0.05%-80413F-HRTimeline
LRI Investments, LLC33,945$564K0.05%+1,64213F-HRTimeline
HRC WEALTH MANAGEMENT, LLC33,388$555K0.26%-13,33613F-HRTimeline
Rehmann Capital Advisory Group32,955$547K0.03%-7,69713F-HRTimeline
Orion Porfolio Solutions, LLC32,859$546K<0.01%-58,11013F-HRTimeline
Savvy Advisors, Inc.31,824$529K0.01%-2,97213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.31,667$526K<0.01%-1,26813F-HRTimelineGroup
Independent Advisor Alliance31,338$521K0.01%new13F-HRTimeline
LongView Wealth Management30,776$511K0.13%-38,74113F-HRTimeline
Prime Capital Investment Advisors, LLC29,980$498K0.01%-4,70513F-HRTimeline
Summit Financial, LLC29,746$494K0.01%-8,35213F-HRTimeline
United Advisor Group, LLC29,541$491K0.06%-8,64813F-HRTimeline
Regal Investment Advisors LLC29,317$487K0.03%-4,92813F-HRTimeline
PFG Investments, LLC29,312$487K0.02%-1,24613F-HRTimeline
CLG LLC28,515$474K0.12%-59813F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC28,147$468K0.07%-143,55613F-HRTimeline
Cruiser Capital Advisors, LLC27,900$463K0.18%new13F-HRTimeline
Intelligence Driven Advisers, LLC27,845$463K0.08%-2,60713F-HRTimeline
Cornerstone Wealth Management, LLC26,984$448K0.02%+60713F-HRTimeline
AlphaCore Capital LLC26,155$434K0.01%-5,79113F-HRTimeline
Wealthspire Advisors, LLC25,671$426K<0.01%-1,64413F-HRTimeline
SFM, LLC25,260$420K0.25%new13F-HRTimeline
Providence Wealth Advisors, LLC24,940$415K0.26%+20313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,310$404K<0.01%-879,78813F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC24,181$402K<0.01%new13F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…24,119$401K0.05%+11,25813F-HRTimeline
PFG Advisors24,116$401K0.02%+6,08013F-HRTimeline
Madison Wealth Partners, Inc23,948$398K0.06%-1,24213F-HRTimeline
AMERIFLEX GROUP, INC.23,871$396K0.2%+82613F-HRTimeline
Cornerstone Wealth, LLC/TN23,731$386K0.22%13F-HRTimeline
Castleview Partners, LLC23,117$384K0.2%new13F-HRTimeline
Concorde Asset Management, LLC22,796$379K0.19%new13F-HRTimeline
AVISO WEALTH MANAGEMENT21,320$354K0.16%+1,70313F-HRTimeline
Fiduciary Alliance LLC21,591$351K0.02%-14,31313F-HRTimeline
Synergy Investment Management, LLC20,325$338K0.11%-99713F-HRTimeline
BIP Wealth, LLC19,929$331K0.01%+1,51313F-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