Bluerock Private Real Estate Fund (BPRE) — Institutional Holders, Q2 2026 (page 4)
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 301 to 310. 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 301–310 of 310
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | JPL Wealth Management#301 · 182 sh | 182 | $2.4K | <0.01% | 0.0% |
| 302 | PlanVest Financial#302 · 171 sh | 171 | $2.2K | <0.01% | 0.0% |
| 303 | JONES FINANCIAL COMPANIES LLLP#303 · 141 sh | 141 | $1.8K | 0.00% | -98.1% |
| 304 | Hughes Financial Services#304 · 122 sh | 122 | $1.6K | <0.01% | 0.0% |
| 305 | Crews Bank#305 · 93 sh | 93 | $1.2K | <0.01% | New |
| 306 | Quaker Wealth Management#306 · 88 sh | 88 | $1.1K | — | -41.3% |
| 307 | BESSEMER GROUP#307 · 57 sh | 57 | $1.0K | 0.00% | 0.0% |
| 308 | ASSETMARK#308 · 40 sh | 40 | $520.00 | — | New |
| 309 | Mosley Wealth Management#309 · 14 sh | 14 | $177.00 | — | New |
| 310 | Russell Investments Group, Ltd.#310 · 2 sh | 2 | $26.00 | 0.00% | 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.