Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bluerock Pvt Real Estate Fd (BPRE)

316 + Investors. Track Smart Money conviction in BPRE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — BPRE

Based on 320 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BPRE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
320 hedge funds hold BPRE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +31900% more funds vs a year ago

fund count last 6Q
+319 new funds entered over the past year (+31900% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 44% buying

163 buying209 selling
Last quarter: 209 funds reduced or exited vs 163 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-269 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 0 → 0 → 332 → 63. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 99% entered in last year

■ 1% conviction (2yr+) ■ 0% medium ■ 99% new
Only 2 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~63 new funds/quarter

0 → 0 → 0 → 332 → 63 new funds/Q
New funds entering each quarter: 0 → 0 → 332 → 63. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 320 current holders: 318 (99%) entered in the past year, only 2 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
12 of 320 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.6
out of 10
High Exit Risk
Exit risk score 7.6/10 — multiple crowding signals converge. Institutional ownership is at 96% of its all-time high — near peak crowding. Selling pressure exceeds buying: only 44% of active funds buying. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BPRE

In 2026 Q1, 163 hedge funds were net buyers of BPRE (63 opened a new position, 100 added to an existing one), while 209 reduced or exited (133 trimmed, 76 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -13 funds (more exits than new entries). Total institutional holders: 320.

Hedge Fund Ownership: BPRE

How many hedge funds hold BPRE — quarterly history vs. share price
Quarterly hedge fund ownership of BPRE vs. share price

Market Analysis: BPRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BPRE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Bluerock Pvt Real Estate Fd (BPRE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BPRE has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
BPRE
-13.2%
XLF
+9.5%

BPRE outperformed XLF by -22.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
BPRE
-6.8%
XLF
+5.8%

Since the filing became public, BPRE outperformed XLF by -12.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 4 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: BPRE
316 + Investors

Track Smart Money conviction in BPRE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 316 333 -5.11%
13F Shares 73M 63M 16.68%
Total Value $1.13B $944M 19.87%
New Positions 61 333 -272
Increased Positions 99 0 +99
Closed Positions 78 0 +78
Reduced Positions 133 0 +133
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BPRE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

316 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BPRE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BPRE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quadrant Private Wealth Management, LLC 4.92% 1,914,429 $31.8M
2 Pasadena Private Wealth, LLC 4.33% 1,883,232 $31.3M
3 Closed-End Fund Advisors, Inc. 3.01% 178,276 $3.0M
4 Guardian Financial Partners, LLC 2.96% 422,705 $7.0M
5 Cathy Pareto & Associates, Inc 2.49% 222,951 $3.7M
6 Wilkerson Advisory Group LLC 2.36% 413,121 $6.9M
7 Saba Capital Management, L.P. 2.19% 4,766,113 $79.2M
8 Midland Wealth Advisors, LLC 2.14% 2,497,039 $41.5M
9 Thomas J. Herzfeld Advisors, Inc. 2.05% 362,504 $6.0M
10 WealthPoint Financial, LLC 1.92% 147,266 $2.2M
11 Kropog Financial Group, LLC 1.80% 133,494 $2.2M
12 Matisse Capital 1.74% 246,000 $4.1M
13 Traphagen Investment Advisors LLC 1.58% 1,170,967 $19.4M
14 Bulldog Investors, LLP 1.39% 373,019 $6.2M
15 Family Office Research LLC 1.39% 192,234 $3.2M
16 Lakeridge Wealth Management LLC 1.26% 176,453 $2.9M
17 Sunbelt Securities, Inc. 1.24% 1,186,168 $19.7M
18 Nova R Wealth, Inc. 1.23% 232,620 $3.9M
19 BSW Wealth Partners 1.08% 534,972 $8.9M
20 Noble Wealth Management PBC 1.01% 120,819 $2.0M
21 Dudley Capital Management, LLC 0.94% 128,403 $2.1M
22 Sterneck Capital Management, LLC 0.94% 125,680 $2.1M
23 Magnolia Private Wealth, LLC 0.91% 82,571 $1.4M
24 Welch Financial Planning, LLC 0.85% 71,047 $1.2M
25 JBR Co Financial Management Inc 0.85% 135,086 $2.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bluerock Pvt Real Estate Fd (BPRE)

What does the Smart Money Trend signal show for BPRE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BPRE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BPRE?

More sellers than buyers — 44% buying: Last quarter: 209 funds reduced or exited vs 163 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BPRE holders?

Smaller funds dominant — 19% AUM from top-100: 12 of 320 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BPRE?

Mostly new holders — 99% entered in last year: Only 2 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Bluerock Pvt Real Estate Fd (BPRE) following the 2026 Q1 hedge fund 13F filings?

As of today, BPRE has moved -6.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -12.6%. Since the quarter end (March 31, 2026), BPRE has gained -13.2% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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