No Form 144 planned sale filings in the last 90 days
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
1
Filings (14d)
Data as of 2026-07-02
2026-07-02
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.
Who are the top institutional investors holding BLUEROCK PRIVATE REAL ESTATE (BPRE)?
Major stakeholders currently include Captrust Financial Advisors ($131.7M), LPL Financial LLC ($96.0M), Saba Capital Management, L.P. ($79.2M). Based on the latest 13F filings, there are a total of 321 tracked investment funds and institutions maintaining positions in BPRE.
What is the overall institutional sentiment toward BPRE recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $198.3M, driven by 151 managers accumulating shares while 207 reduced their exposure.
Which institutions have been selling or reducing their BPRE positions?
In the latest period, 141 funds trimmed their holdings, and 66 managers completely exited their positions. The aggregate reported sell value was $517.6M.
Are there any notable investors adding BPRE to their portfolios?
Yes, buying activity remains notable. 47 institutions opened new positions in {ticker}, and 104 existing holders added to their shares. The total reported buy value for the quarter amounted to $819.8M.