BPRE — Bluerock Pvt Real Estate Fd Institutional Holders · Q3 2026
Who owns Bluerock Pvt Real Estate Fd (BPRE)? 11 institutions reported holding $5.97M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Noble Wealth Management PBC ($2.8M), Veracity Capital LLC ($1.2M), CX Institutional ($905,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Noble Wealth Management PBC | $2.8M | 226,094 | Added |
| 2 | Veracity Capital LLC | $1.2M | 96,052 | Added |
| 3 | CX Institutional | $905,000 | 72,131 | Trimmed |
| 4 | Castleview Partners, LLC | $344,298 | 27,456 | Added |
| 5 | Cooper Financial Group | $210,225 | 16,764 | Trimmed |
| 6 | Sound Income Strategies, LLC | $163,918 | 12,599 | Trimmed |
| 7 | BOS Asset Management, LLC | $131,733 | 10,505 | Added |
| 8 | Farther Finance Advisors, LLC | $109,851 | 8,760 | Trimmed |
| 9 | MassMutual Private Wealth & Trust, FSB | $49,809 | 3,972 | Hold |
| 10 | GK Wealth Management LLC | $8,132 | 648 | New |
| 11 | CoreCap Advisors, LLC | $6,357 | 506 | Added |
Source: SEC Form 13F filings · as of 2026-09-30