Bluerock Private Real Estate Fund (BPRE) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 310
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | PFG Investments#201 · 23,359 sh | 23,359 | $303.9K | 0.01% | -20.3% |
| 202 | Merit Financial Group#202 · 22,521 sh | 22,521 | $293.0K | <0.01% | -47.6% |
| 203 | Fiduciary Alliance#203 · 21,600 sh | 21,600 | $281.0K | — | 0.0% |
| 204 | Optimus Capital Advisors#204 · 21,445 sh | 21,445 | $279.0K | 0.15% | -52.8% |
| 205 | Inspire Advisors#205 · 21,440 sh | 21,440 | $278.9K | 0.02% | +26.7% |
| 206 | AVISO WEALTH MANAGEMENT#206 · 21,374 sh | 21,374 | $278.1K | 0.09% | +0.3% |
| 207 | Summit Financial#207 · 21,224 sh | 21,224 | $276.1K | <0.01% | -28.6% |
| 208 | PFG Advisors#208 · 20,266 sh | 20,266 | $263.7K | — | -16.0% |
| 209 | Advisory Services Network#209 · 20,063 sh | 20,063 | $261.0K | <0.01% | +1.9% |
| 210 | JMG Financial Group, Ltd.#210 · 19,848 sh | 19,848 | $258.2K | <0.01% | 0.0% |
| 211 | Ritter Daniher Financial Advisory / DE#211 · 19,352 sh | 19,352 | $251.8K | 0.04% | +5.7% |
| 212 | BIP Wealth#212 · 19,009 sh | 19,009 | $247.3K | — | -4.6% |
| 213 | Sentinel Advisory Group#213 · 18,674 sh | 18,674 | $242.9K | — | -4.8% |
| 214 | Synergy Investment Management#214 · 17,970 sh | 17,970 | $233.8K | 0.06% | -11.6% |
| 215 | Farther Finance Advisors#215 · 17,867 sh | 17,867 | $232.4K | — | -4.9% |
| 216 | Apollon Wealth Management#216 · 17,595 sh | 17,595 | $228.9K | — | +33.2% |
| 217 | PRIVATE NA#217 · 16,566 sh | 16,566 | $215.5K | — | New |
| 218 | Bright Futures Wealth Management#218 · 16,271 sh | 16,271 | $211.7K | — | New |
| 219 | INSIGNEO ADVISORY SERVICES#219 · 16,188 sh | 16,188 | $210.6K | <0.01% | +8.5% |
| 220 | EverSource Wealth Advisors#220 · 16,136 sh | 16,136 | $209.9K | <0.01% | New |
| 221 | Alpine Global Management#221 · 15,992 sh | 15,992 | $208.1K | 0.03% | New |
| 222 | SeaCrest Wealth Management#222 · 15,832 sh | 15,832 | $206.0K | — | -10.5% |
| 223 | Continuum Advisory#223 · 15,683 sh | 15,683 | $204.0K | 0.02% | -6.7% |
| 224 | CreativeOne Wealth#224 · 14,998 sh | 14,998 | $195.1K | <0.01% | New |
| 225 | CALTON & ASSOCIATES#225 · 14,884 sh | 14,884 | $193.6K | 0.03% | -85.2% |
| 226 | Boreal Capital Management#226 · 14,744 sh | 14,744 | $191.8K | 0.14% | 0.0% |
| 227 | Brucke Financial#227 · 14,255 sh | 14,255 | $185.5K | — | -6.9% |
| 228 | Commerce Advisors#228 · 13,985 sh | 13,985 | $181.9K | — | -1.7% |
| 229 | Sound Income Strategies#229 · 13,932 sh | 13,932 | $181.3K | — | -6.2% |
| 230 | TUCKER ASSET MANAGEMENT#230 · 13,663 sh | 13,663 | $177.8K | 0.04% | -3.7% |
| 231 | Sowell Financial Services#231 · 13,506 sh | 13,506 | $175.7K | — | -10.3% |
| 232 | Cross Staff Investments#232 · 13,498 sh | 13,498 | $175.6K | — | -4.5% |
| 233 | Kovack Advisors#233 · 13,253 sh | 13,253 | $172.4K | <0.01% | New |
| 234 | Intrua Financial#234 · 13,054 sh | 13,054 | $169.8K | 0.02% | -24.7% |
| 235 | 25#235 · 12,585 sh | 12,585 | $163.7K | — | 0.0% |
| 236 | ZACKS INVESTMENT MANAGEMENT#236 · 12,328 sh | 12,328 | $160.4K | <0.01% | -29.3% |
| 237 | Robertson Stephens Wealth Management#237 · 12,136 sh | 12,136 | $157.9K | — | +0.6% |
| 238 | Lido Advisors#238 · 12,021 sh | 12,021 | $156.4K | <0.01% | -94.4% |
| 239 | Signal Advisors Wealth#239 · 11,307 sh | 11,307 | $147.1K | — | -1.6% |
| 240 | KWB Wealth#240 · 11,299 sh | 11,299 | $147.0K | — | +4.6% |
| 241 | Envision Financial#241 · 11,054 sh | 11,054 | $143.8K | — | 0.0% |
| 242 | K2 PRINCIPAL FUND, L.P.#242 · 10,900 sh | 10,900 | $141.8K | 0.01% | 0.0% |
| 243 | TWO SIGMA SECURITIES#243 · 10,785 sh | 10,785 | $140.3K | 0.01% | -3.2% |
| 244 | Safeguard Investment Advisory Group#244 · 10,546 sh | 10,546 | $137.2K | 0.03% | +2.4% |
| 245 | SAGESPRING WEALTH PARTNERS#245 · 10,538 sh | 10,538 | $137.1K | — | New |
| 246 | Gaddis Premier Wealth Advisors#246 · 10,503 sh | 10,503 | $136.6K | 0.08% | +1.5% |
| 247 | Total Clarity Wealth Management#247 · 10,437 sh | 10,437 | $135.8K | — | -26.1% |
| 248 | BOS Asset Management#248 · 10,302 sh | 10,302 | $134.0K | — | +1.5% |
| 249 | SMITH, MOORE#249 · 10,216 sh | 10,216 | $132.9K | <0.01% | +1.1% |
| 250 | Keystone Financial Group#250 · 10,035 sh | 10,035 | $130.6K | <0.01% | 0.0% |
| 251 | Luminist Capital#251 · 8,085 sh | 8,085 | $105.2K | 0.12% | 0.0% |
| 252 | IFP Advisors#252 · 7,989 sh | 7,989 | $103.9K | — | -26.1% |
| 253 | Allworth Financial#253 · 7,243 sh | 7,243 | $94.2K | <0.01% | +57.1% |
| 254 | Anchor Investment Management#254 · 6,578 sh | 6,578 | $85.6K | <0.01% | +0.4% |
| 255 | US BANCORP \DE\#255 · 6,513 sh | 6,513 | $84.7K | <0.01% | +4.1% |
| 256 | Arlington#256 · 6,464 sh | 6,464 | $84.1K | — | 0.0% |
| 257 | INVESTMENT COUNSEL OF NEVADA#257 · 6,062 sh | 6,062 | $78.9K | 0.15% | 0.0% |
| 258 | Steward Partners Investment Advisory#258 · 5,627 sh | 5,627 | $73.2K | <0.01% | -28.7% |
| 259 | JPMORGAN CHASE#259 · 4,923 sh | 4,923 | $65.5K | 0.00% | +8.8% |
| 260 | Medallion Wealth Advisors#260 · 4,919 sh | 4,919 | $64.0K | 0.02% | -38.9% |
| 261 | Private Wealth Asset Management#261 · 4,092 sh | 4,092 | $53.2K | <0.01% | -6.5% |
| 262 | CARY STREET PARTNERS INVESTMENT ADVISORY#262 · 4,040 sh | 4,040 | $52.6K | 0.01% | -56.2% |
| 263 | TD Waterhouse Canada#263 · 4,000 sh | 4,000 | $51.8K | — | 0.0% |
| 264 | MassMutual Private Wealth & , FSB#264 · 3,972 sh | 3,972 | $51.7K | — | -2.2% |
| 265 | VIMA#265 · 3,610 sh | 3,610 | $47.0K | — | — |
| 266 | PNC FINANCIAL SERVICES GROUP#266 · 3,445 sh | 3,445 | $44.8K | 0.00% | +149.5% |
| 267 | Ronald Blue#267 · 3,439 sh | 3,439 | $44.7K | — | -45.8% |
| 268 | Gen-Wealth Partners#268 · 3,228 sh | 3,228 | $42.0K | 0.01% | -61.6% |
| 269 | Valued Wealth Advisors#269 · 3,088 sh | 3,088 | $40.2K | 0.01% | 0.0% |
| 270 | Kingdom Financial Group#270 · 2,500 sh | 2,500 | $32.5K | <0.01% | +115.1% |
| 271 | Clearstead Advisors#271 · 2,164 sh | 2,164 | $28.1K | <0.01% | +2.6% |
| 272 | Cassaday & Wealth Management#272 · 1,675 sh | 1,675 | $21.8K | — | 0.0% |
| 273 | Strategic Wealth Partners, Ltd.#273 · 1,663 sh | 1,663 | $21.6K | <0.01% | +2.5% |
| 274 | Commonwealth Retirement Investments#274 · 1,416 sh | 1,416 | $18.4K | — | New |
| 275 | First Command Advisory Services#275 · 1,367 sh | 1,367 | $17.8K | <0.01% | -64.2% |
| 276 | Triumph Capital Management#276 · 1,355 sh | 1,355 | $17.6K | — | +2.6% |
| 277 | AdvisorNet Financial#277 · 1,290 sh | 1,290 | $16.8K | — | +2.5% |
| 278 | WPG Advisers#278 · 1,200 sh | 1,200 | $15.6K | <0.01% | -36.8% |
| 279 | GILL CAPITAL PARTNERS#279 · 1,168 sh | 1,168 | $15.2K | — | +105.3% |
| 280 | Rialto Wealth Management#280 · 1,089 sh | 1,089 | $14.2K | <0.01% | New |
| 281 | Quest 10 Wealth Builders#281 · 1,077 sh | 1,077 | $14.0K | 0.01% | 0.0% |
| 282 | Signature Resources Capital Management#282 · 1,046 sh | 1,046 | $13.6K | — | New |
| 283 | Coppell Advisory Solutions#283 · 120,304 sh | 120,304 | $12.3K | <0.01% | New |
| 284 | Lloyd Advisory Services#284 · 657 sh | 657 | $8.5K | <0.01% | -43.5% |
| 285 | James T. Borello RIA#285 · 628 sh | 628 | $8.2K | — | +2.6% |
| 286 | Ankerstar Wealth#286 · 592 sh | 592 | $7.7K | <0.01% | 0.0% |
| 287 | Transce3nd#287 · 506 sh | 506 | $6.5K | — | 0.0% |
| 288 | GHP Investment Advisors#288 · 500 sh | 500 | $6.5K | — | -54.5% |
| 289 | Truvestments Capital#289 · 497 sh | 497 | $6.5K | <0.01% | 0.0% |
| 290 | CoreCap Advisors#290 · 491 sh | 491 | $6.4K | — | -65.7% |
| 291 | Vision Retirement#291 · 420 sh | 420 | $5.5K | <0.01% | New |
| 292 | Pinnacle Wealth Planning Services#292 · 384 sh | 384 | $5.0K | <0.01% | 0.0% |
| 293 | Asset Dedication#293 · 336 sh | 336 | $4.4K | <0.01% | -92.0% |
| 294 | Salomon & Ludwin#294 · 290 sh | 290 | $3.8K | <0.01% | +2.5% |
| 295 | TOUNJIAN ADVISORY PARTNERS#295 · 287 sh | 287 | $3.7K | <0.01% | New |
| 296 | Moisand Fitzgerald Tamayo#296 · 253 sh | 253 | $3.3K | — | 0.0% |
| 297 | Transamerica Financial Advisors#297 · 251 sh | 251 | $3.3K | <0.01% | +2.9% |
| 298 | Tower Research Capital (TRC)#298 · 250 sh | 250 | $3.3K | <0.01% | -74.5% |
| 299 | Keating Financial Advisory Services#299 · 240 sh | 240 | $3.1K | <0.01% | 0.0% |
| 300 | Beaird Harris Wealth Management#300 · 232 sh | 232 | $3.0K | <0.01% | +2.2% |
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.