Bluerock Private Real Estate Fund (BPRE) — Institutional Holders, Q2 2026 (page 2)
310 institutional investment managers reported a BPRE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BPRE 13F holders ranked 101–200 of 310
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Mutual Advisors#101 · 105,645 sh | 105,645 | $1.4M | 0.03% | +0.6% |
| 102 | AMJ Financial Wealth Management#102 · 80,072 sh | 80,072 | $1.3M | 0.31% | 0.0% |
| 103 | Ignite Planners#103 · 100,670 sh | 100,670 | $1.3M | — | -2.2% |
| 104 | Nova R Wealth#104 · 100,304 sh | 100,304 | $1.3M | — | -56.9% |
| 105 | JBR Financial Management#105 · 99,765 sh | 99,765 | $1.3M | — | -26.1% |
| 106 | Glass Jacobson Investment Advisors#106 · 98,004 sh | 98,004 | $1.3M | — | -3.2% |
| 107 | Integrity Advisory Solutions#107 · 97,875 sh | 97,875 | $1.3M | 0.13% | -4.0% |
| 108 | Veracity Capital#108 · 95,938 sh | 95,938 | $1.2M | — | -9.2% |
| 109 | Magnolia Private Wealth#109 · 95,768 sh | 95,768 | $1.2M | 0.68% | +16.0% |
| 110 | UMB Bank, n.a.#110 · 95,237 sh | 95,237 | $1.2M | 0.02% | -6.9% |
| 111 | Global Retirement Partners#111 · 94,543 sh | 94,543 | $1.2M | 0.02% | — |
| 112 | BELLEVUE ASSET MANAGEMENT#112 · 93,214 sh | 93,214 | $1.2M | 0.56% | +1.5% |
| 113 | XTX Topco Ltd#113 · 92,832 sh | 92,832 | $1.2M | 0.02% | +387.9% |
| 114 | Virtu Financial#114 · 91,119 sh | 91,119 | $1.2M | 0.04% | +626.1% |
| 115 | Dynamic Advisor Solutions#115 · 90,672 sh | 90,672 | $1.2M | — | +1.6% |
| 116 | Equitable#116 · 85,996 sh | 85,996 | $1.1M | <0.01% | +65.7% |
| 117 | IHT Wealth Management#117 · 84,534 sh | 84,534 | $1.1M | 0.02% | -1.5% |
| 118 | Nelson, Van Denburg & Campbell Wealth Management Group#118 · 83,004 sh | 83,004 | $1.1M | — | +90.7% |
| 119 | M Securities#119 · 80,480 sh | 80,480 | $1.1M | 0.15% | -17.0% |
| 120 | Patriot Financial Group Insurance Agency#120 · 82,090 sh | 82,090 | $1.1M | — | -53.7% |
| 121 | CX Institutional#121 · 81,360 sh | 81,360 | $1.1M | — | -3.9% |
| 122 | WCG Wealth Advisors#122 · 79,601 sh | 79,601 | $1.0M | 0.02% | -3.4% |
| 123 | Koshinski Asset Management#123 · 79,186 sh | 79,186 | $1.0M | 0.05% | -2.3% |
| 124 | RHS Financial#124 · 76,852 sh | 76,852 | $999.8K | — | -0.4% |
| 125 | Claro Advisors#125 · 73,211 sh | 73,211 | $952.5K | 0.10% | +19.0% |
| 126 | DRIVE WEALTH MANAGEMENT#126 · 72,600 sh | 72,600 | $944.5K | 0.17% | -6.8% |
| 127 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#127 · 72,052 sh | 72,052 | $937.4K | 0.06% | +39.0% |
| 128 | Summit Investment Advisory Services#128 · 71,422 sh | 71,422 | $929.2K | 0.23% | -9.2% |
| 129 | IMC-Chicago#129 · 70,580 sh | 70,580 | $918.2K | <0.01% | New |
| 130 | Summit Financial Wealth Advisors#130 · 69,712 sh | 69,712 | $907.0K | — | -15.5% |
| 131 | Gallacher Capital Management#131 · 69,360 sh | 69,360 | $902.4K | 0.51% | -3.9% |
| 132 | SILVER OAK SECURITIES#132 · 68,783 sh | 68,783 | $894.9K | 0.05% | -19.0% |
| 133 | OneDigital Investment Advisors#133 · 68,706 sh | 68,706 | $893.9K | <0.01% | -5.9% |
| 134 | Stratos Wealth Advisors#134 · 68,197 sh | 68,197 | $887.3K | 0.05% | +1.4% |
| 135 | Stewardship Advisors#135 · 68,139 sh | 68,139 | $886.5K | — | +15.4% |
| 136 | Berkeley#136 · 64,501 sh | 64,501 | $839.2K | — | -17.9% |
| 137 | HB Wealth Management#137 · 64,111 sh | 64,111 | $834.1K | — | New |
| 138 | Welch Financial Planning#138 · 61,831 sh | 61,831 | $804.4K | 0.47% | -13.0% |
| 139 | Private Advisor Group#139 · 58,865 sh | 58,865 | $765.8K | <0.01% | +6.0% |
| 140 | SRS Capital Advisors#140 · 58,035 sh | 58,035 | $755.0K | <0.01% | +20.1% |
| 141 | Schubert#141 · 56,468 sh | 56,468 | $734.6K | 0.51% | -6.2% |
| 142 | TSFG#142 · 55,783 sh | 55,783 | $726.0K | — | -50.1% |
| 143 | TRUIST FINANCIAL#143 · 55,045 sh | 55,045 | $716.1K | <0.01% | -33.7% |
| 144 | WBI INVESTMENTS#144 · 52,405 sh | 52,405 | $681.8K | 0.17% | +0.8% |
| 145 | Foundations Investment Advisors#145 · 51,741 sh | 51,741 | $673.1K | <0.01% | -46.5% |
| 146 | Berger Financial Group#146 · 51,683 sh | 51,683 | $672.4K | 0.03% | -24.3% |
| 147 | Syntegra Private Wealth Group#147 · 51,118 sh | 51,118 | $665.0K | — | +31.2% |
| 148 | WORLD EQUITY GROUP#148 · 50,475 sh | 50,475 | $656.7K | — | -59.6% |
| 149 | RETIREMENT FINANCIAL SOLUTIONS#149 · 45,366 sh | 45,366 | $590.2K | — | -8.4% |
| 150 | LexAurum Advisors#150 · 43,916 sh | 43,916 | $571.3K | — | -11.7% |
| 151 | SageView Advisory Group#151 · 43,780 sh | 43,780 | $569.6K | 0.02% | -59.9% |
| 152 | TCFG Investment Advisors#152 · 43,466 sh | 43,466 | $565.5K | — | +0.1% |
| 153 | Tradition Wealth Management#153 · 42,700 sh | 42,700 | $555.5K | 0.03% | -5.5% |
| 154 | StoneX Group#154 · 41,144 sh | 41,144 | $542.1K | 0.02% | -41.2% |
| 155 | Cooper Financial Group#155 · 41,297 sh | 41,297 | $537.3K | — | -6.8% |
| 156 | HRT FINANCIAL#156 · 40,303 sh | 40,303 | $524.0K | <0.01% | New |
| 157 | Spectrum Strategic Capital Management#157 · 39,489 sh | 39,489 | $513.8K | — | -1.1% |
| 158 | SNS Financial Group#158 · 38,705 sh | 38,705 | $503.6K | <0.01% | New |
| 159 | Wealthspire Advisors#159 · 38,629 sh | 38,629 | $502.6K | <0.01% | +50.5% |
| 160 | Csenge Advisory Group#160 · 38,621 sh | 38,621 | $502.5K | 0.02% | -7.3% |
| 161 | Capital Investment Counsel#161 · 38,463 sh | 38,463 | $500.4K | — | 0.0% |
| 162 | RFG Advisory#162 · 36,395 sh | 36,395 | $473.5K | <0.01% | New |
| 163 | UBS Group AG#163 · 36,255 sh | 36,255 | $471.7K | <0.01% | +592.4% |
| 164 | EARNED WEALTH ADVISORS#164 · 35,495 sh | 35,495 | $461.8K | 0.03% | -4.2% |
| 165 | MILESTONE ASSET MANAGEMENT#165 · 35,470 sh | 35,470 | $461.5K | — | -4.5% |
| 166 | RMR Wealth Builders#166 · 34,618 sh | 34,618 | $450.4K | — | -0.9% |
| 167 | LRI Investments#167 · 34,388 sh | 34,388 | $447.4K | 0.04% | +1.3% |
| 168 | HRC WEALTH MANAGEMENT#168 · 34,178 sh | 34,178 | $444.7K | — | +2.4% |
| 169 | Chicago Partners Investment Group#169 · 35,132 sh | 35,132 | $439.5K | — | -9.3% |
| 170 | EVOLVE PRIVATE WEALTH#170 · 32,900 sh | 32,900 | $428.0K | 0.03% | -8.2% |
| 171 | Bleakley Financial Group#171 · 32,580 sh | 32,580 | $423.9K | <0.01% | +86.5% |
| 172 | Trek Financial#172 · 31,950 sh | 31,950 | $415.7K | 0.02% | -71.4% |
| 173 | Trademark Financial Management#173 · 29,830 sh | 29,830 | $388.1K | — | -39.9% |
| 174 | Seven Springs Wealth Group#174 · 29,622 sh | 29,622 | $385.4K | 0.08% | -20.5% |
| 175 | Regal Investment Advisors#175 · 29,190 sh | 29,190 | $379.8K | 0.02% | -0.4% |
| 176 | CLG#176 · 28,566 sh | 28,566 | $371.6K | — | +0.2% |
| 177 | BlackRock#177 · 28,471 sh | 28,471 | $370.4K | 0.00% | -10.1% |
| 178 | Cruiser Capital Advisors#178 · 27,900 sh | 27,900 | $363.0K | 0.22% | 0.0% |
| 179 | AlphaCore Capital#179 · 27,658 sh | 27,658 | $359.8K | <0.01% | +5.7% |
| 180 | Rehmann Capital Advisory Group#180 · 27,553 sh | 27,553 | $358.5K | 0.02% | -16.4% |
| 181 | BlueChip Wealth Advisors#181 · 27,432 sh | 27,432 | $356.9K | 0.14% | +46.1% |
| 182 | United Advisor Group#182 · 27,412 sh | 27,412 | $356.6K | 0.04% | -7.2% |
| 183 | Beaumont Financial Advisors#183 · 27,342 sh | 27,342 | $355.7K | — | New |
| 184 | R2 Capital Strategies#184 · 27,252 sh | 27,252 | $354.6K | — | — |
| 185 | GREENUP STREET WEALTH MANAGEMENT#185 · 27,090 sh | 27,090 | $352.4K | 0.04% | -3.8% |
| 186 | QUANTUM FINANCIAL PARTNERS#186 · 26,777 sh | 26,777 | $348.4K | — | — |
| 187 | Vise Technologies#187 · 26,697 sh | 26,697 | $347.3K | <0.01% | +64.5% |
| 188 | Wealth Care#188 · 26,500 sh | 26,500 | $344.8K | 0.28% | +88.1% |
| 189 | Savvy Advisors#189 · 26,408 sh | 26,408 | $343.6K | <0.01% | -17.0% |
| 190 | Cornerstone Wealth Management#190 · 26,064 sh | 26,064 | $339.1K | 0.01% | -3.4% |
| 191 | AMERIFLEX GROUP#191 · 25,660 sh | 25,660 | $333.8K | 0.14% | +7.5% |
| 192 | Marex Group plc#192 · 25,636 sh | 25,636 | $333.5K | <0.01% | New |
| 193 | Trilogy Capital#193 · 25,461 sh | 25,461 | $331.2K | — | +39.1% |
| 194 | Toroso Investments#194 · 25,373 sh | 25,373 | $330.1K | <0.01% | +4.9% |
| 195 | Providence Wealth Advisors#195 · 25,197 sh | 25,197 | $326.6K | 0.19% | +1.0% |
| 196 | Castleview Partners#196 · 24,940 sh | 24,940 | $324.5K | — | +7.9% |
| 197 | Cornerstone Wealth#197 · 23,864 sh | 23,864 | $318.1K | 0.16% | +0.6% |
| 198 | SFM#198 · 24,396 sh | 24,396 | $317.4K | — | -3.4% |
| 199 | CATHY PARETO & ASSOCIATES#199 · 23,980 sh | 23,980 | $312.0K | — | -89.2% |
| 200 | Madison Wealth Partners#200 · 23,948 sh | 23,948 | $311.6K | 0.04% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.