BPRE · Company research
Bluerock Private Real Estate Fund (BPRE): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
20records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Transce3nd, LLC | 2023570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 506 | 6543 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| DEARBORN PARTNERS LLC | 1206792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14053 | 233420 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4923 | 65525 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vision Retirement, LLC | 2069023 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 420 | 5464 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Synergy Investment Management, LLC | 2053786 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17970 | 233787 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cross Staff Investments Inc | 1900406 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13498 | 175609 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Western Wealth Management, LLC | 1767902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 143212 | 1863188 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16566 | 215524 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Thomas J. Herzfeld Advisors, Inc. | 1509510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 303336 | 3946401 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| First Command Advisory Services, Inc. | 1727336 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1367 | 17785 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Providence Wealth Advisors, LLC | 1744955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25197 | 326554 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Keystone Financial Group | 1729299 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10035 | 130558 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141 | 1841 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HighPoint Advisor Group LLC | 1616034 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115434 | 1501796 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| COHEN & STEERS, INC. | 1284812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120000 | 1561 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3972 | 51676 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| TSFG, LLC | 1800513 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55783 | 726 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Luminist Capital LLC | 1807270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8085 | 105186 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 290 | 3770 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Arlington Trust Co LLC | 1997685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6464 | 84097 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.