Bluerock Private Real Estate
$12.15+1.1%
+$87.6M
Net Activity
+4.87% total shares
Institutions Holding
308
Popularity Rank
#2052
Avg Weight
0.18%
Total Value
$1.0B
308 institutions currently hold BPRE, with 133 net buyers and 190 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
190
Net Buying Institutions
133
Top 5 by Value
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Across its top 20 institutional holders, BPRE's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 24/100).
BPRE ranks #2052 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
BPRE is a top-conviction position for Quadrant Private Wealth Management, LLC — at 5.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in BPRE belongs to Captrust Financial Advisors, but the position matters far more to Quadrant Private Wealth Management, LLC, who has 5.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Saba Capital Management, L.P. has added to its BPRE position for two straight quarters, increasing it by $41.6M to reach $87.7M today.
Northwestern Mutual Wealth Management Co has trimmed its BPRE position for two straight quarters, cutting it by $28.1M while still holding $36.2M.
BPRE is up 1.1% today, and institutions have been net buyers of $87.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$150.8M
Total Buy Value
$83.0M
Total Sell Value
133
Net Buyers
190
Net Sellers
BPRE
Q2 2026
Top 5 Institutional Movers
-$31.4M
-$24.5M
-$14.2M
BPRE does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Saba Capital Management, L.P. | 13D/A | 2026-08-27 | 5.1% |
2
Filings (14d)
At its annual meeting on Aug. 4, 2026, Bluerock Private Real Estate Fund shareholders re-elected trustees Bobby Majumder and Romano Tio to the Class I board seats, each with about 90% of votes cast. They also ratified Cohen & Company Ltd. as the fund's independent registered public accounting firm for the fiscal year ending Sept. 30, 2026, with roughly 98.4% support. The filing summarizes the votes but provides no other substantive business update.
View Full Filing (SEC EDGAR)On July 1, 2026, Bluerock Private Real Estate Fund signed an Administrative Services Agreement with its adviser to handle additional tasks like property operations and compliance as it shifts from Institutional Investment Funds to direct real estate investments. The fund will pay a fee of 0.20% of average managed assets per year, but the adviser is waiving about 53% of that fee to ensure the savings go to investors. This agreement replaces higher underlying fund expenses with a lower cost structure.
View Full Filing (SEC EDGAR)09631P102
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Access BPRE's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BPRECLI
npx alphasmo stocks get BPRE