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Of the 3 tracked institutions holding BPRE, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +4.5pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 3 tracked institutional investors we monitor, BPRE (BLUEROCK PVT REAL ESTATE FD) is held with a combined value of $12.36M across 950,120 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $11.63M. CITADEL ADVISORS LLC opened a new position in the most recent quarter. 1 fund reduced its position.
Total Institutional Value
$12.36M
Total Shares Held
950,120
Institutional Holders
3
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $11.63M | 0.01% | New |
| 2 | BlackRock, Inc. | $370.40K | 0.00% | -10.1% |
| 3 | Cruiser Capital Advisors, LLC | $362.98K | 0.14% | - |
SEC Schedule 13D (activist) and 13G (passive) filings for BPRE. Filed when an investor acquires 5%+ ownership.
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of BPRE with a position worth $11.63M, representing 0.01% of their portfolio. In total, 3 institutional investors hold BPRE with a combined value of $12.36M.
In the most recent quarter, 1 fund opened a new position in BPRE. Additionally, 1 reduced their positions.
Institutional investors hold $12.36M worth of BPRE stock across 3 positions. The largest institutional holder is CITADEL ADVISORS LLC with $11.63M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For BPRE, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their BPRE positions.
Last Close
$12.00
2026-08-18
YTD
-22.3%
0% of 52-week range
