BPRE on NYSE

Bluerock Private Real Estate Fund

Bluerock Private Real Estate Fund is a fund registered in the United States, based in New York, active since 2012.² Its shares trade on NYSE under the symbol BPRE.²

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Last updated Oct 21, 2026.

Overview

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TickerBPRE on NYSE²
HeadquartersNew York, United States²
Incorporated inDE³
Business address919 Third Avenue, Suite 4000, New York, Ny 10022³
Legal formStatutory Trust²
Kind of organizationFund²
LEI549300DVMSW84SP6UG83²
StatusActive²
LEI statusIssued and current²
Registered addressC/O THE CORPORATION TRUST COMPANY, 19801 Wilmington, United States²
Registered withDivision of Corporations, Department of State, 5160245²

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Corporate structure

Bluerock Private Real Estate Fund sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Bluerock Private Real Estate Fund

Saba Capital Management, L.P. Filed SCHEDULE 13D/A on Bluerock Private Real Estate Fund, latest Aug 27, 2026 (2 filings since Aug 3, 2026)
Captrust Filed SCHEDULE 13G on Bluerock Private Real Estate Fund, latest Aug 25, 2026

Bluerock Private Real Estate Fund New York, New York, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led Bluerock Private Real Estate Fund, and when. Pick a name to see everywhere that person has worked.

President

Jordan B. Ruddy2014–now

201520202025

PresidentJordan B. Ruddy Jan 13, 2014 to now⁴

Board members and other officers (15)

Chief Investment OfficerRyan S. Macdonald Jul 21, 2026 to now⁵
Chief Compliance OfficerLucas D. Foss Mar 9, 2022 to Mar 9, 2022⁶
SecretaryJason Emala May 17, 2018 to Jul 12, 2021⁷
TreasurerSimon K. Adamiyatt May 17, 2018 to May 17, 2018⁸
TreasurerPatrick Michael Kendall May 16, 2017 to May 16, 2017⁹
Chief Compliance OfficerWilliam Brian Kimme Jul 13, 2016 to Oct 4, 2017¹⁰
TreasurerJerold E. Novack Jan 14, 2014 to Jan 14, 2014¹¹
Chief Compliance OfficerKevin D. Boyle Jan 14, 2014 to Jan 14, 2014¹²
SecretaryMichael L. Konig Jan 14, 2014 to Jan 14, 2014¹³
TrusteeRomano Tio Jan 14, 2014 to Jan 14, 2014¹⁴
Board memberRamin Kamfar Sep 23, 2026 to now¹⁵
Board memberRyan S. Macdonald Sep 23, 2026 to now¹⁶
Board memberKamal Jafarnia May 25, 2021 to May 25, 2021¹⁷
Board memberClayton Hosterman Dec 28, 2015 to Dec 28, 2015¹⁸
Board memberKevyn Charles Demartino Jan 17, 2014 to Jan 17, 2014¹⁹

Former names

Bluerock Total Income (plus) Real Estate FundJan 28, 2019 to Dec 15, 2025³
Total Income (plus) Real Estate FundJul 3, 2012 to Jan 2, 2019³
Bluerock Total Alternatives Real Estate FundJun 1, 2012 to Oct 2, 2012³

Timeline

Aug 7, 20268-K Shareholder vote²⁰
Jul 2, 20268-K Entered a material agreement; Regulation FD disclosure²¹
May 25, 2012Founded Bluerock Private Real Estate Fund is founded²

Filings

190 filings to the SEC since October 2021: 2 major events, 83 insider forms, 3 large holders, 102 other. The latest 20:

Oct 15, 20264 EDGAR
Oct 15, 20264 EDGAR
Oct 14, 20264 EDGAR
Oct 9, 20264 EDGAR
Oct 5, 20264 EDGAR
Oct 5, 20264 EDGAR
Oct 2, 20264 EDGAR
Oct 2, 20264 EDGAR
Oct 2, 20264 EDGAR
Oct 2, 20264 EDGAR
Sep 30, 20264 EDGAR
Sep 30, 20264 EDGAR
Sep 29, 20264/A EDGAR
Sep 29, 20264/A EDGAR
Sep 25, 20264 EDGAR
Sep 25, 2026DFAN14A EDGAR
Sep 23, 20264 EDGAR
Sep 23, 20264 EDGAR
Sep 18, 20264 EDGAR
Sep 16, 2026DFAN14A BLUEROCK PRIVATE REAL ESTATE FUND EDGAR

The 190 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

13 open-market trades by officers, directors and large owners since October 2021: 13 buys and 0 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Sep 30, 2026	KAMFAR RAMINDirector	Buy	154,104	$12.61	$1.9M	Form 4
Sep 30, 2026	Ruddy Jordan B.President	Buy	2,380	$12.60	$30.0K	Form 4
Sep 29, 2026	KAMFAR RAMINDirector	Buy	135,817	$12.60	$1.7M	Form 4
Sep 28, 2026	KAMFAR RAMINDirector	Buy	135,669	$12.50	$1.7M	Form 4
Sep 28, 2026	Ruddy Jordan B.President	Buy	2,400	$12.49	$30.0K	Form 4
Sep 25, 2026	KAMFAR RAMINDirector	Buy	29,970	$12.46	$373.4K	Form 4
Sep 24, 2026	KAMFAR RAMINDirector	Buy	115,229	$12.39	$1.4M	Form 4
Sep 23, 2026	KAMFAR RAMINDirector	Buy	155,808	$12.48	$1.9M	Form 4
Sep 22, 2026	KAMFAR RAMINDirector	Buy	111,885	$12.02	$1.3M	Form 4
Sep 21, 2026	KAMFAR RAMINDirector	Buy	67,878	$11.96	$811.8K	Form 4
Sep 21, 2026	MacDonald Ryan SDirector	Buy	10,400	$11.97	$124.5K	Form 4
Sep 14, 2026	MacDonald Ryan SDirector	Buy	20,745	$11.96	$248.0K	Form 4
Jun 4, 2026	KAMFAR RAMINDirector	Buy	1,667	$15.00	$25.0K	Form 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Saba Capital Management, L.P.SCHEDULE 13D/A, 2 filings Aug 3, 2026 to Aug 27, 2026²²
CaptrustSCHEDULE 13G, 1 filing Aug 25, 2026²³

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Captrust Financial Advisors	7,712,982	$100.3M	0.2%	−218,573
Saba Capital Management, L.P.	6,742,126	$87.7M	2.7%	+1,976,013
LPL Financial LLC	5,496,468	$71.5M	0.0%	−282,345
Focus Partners Wealth	3,257,464	$42.4M	0.0%	+237,179
Cetera Investment Advisers	3,005,236	$39.1M	0.0%	−205,795
Midland Wealth Advisors, LLC	2,855,960	$37.2M	1.7%	+358,921
Northwestern Mutual Wealth Management Co	2,781,441	$36.2M	0.0%	−630,383
Morgan Stanley	2,536,785	$33.0M	0.0%	+729,197
Quadrant Private Wealth Management, LLC	2,040,083	$26.5M	5.9%	+125,654
Pasadena Private Wealth, LLC	1,930,752	$25.1M	3.2%	+47,520
Stratos Wealth Partners, LTD.	1,788,705	$23.3M	0.2%	+1,085,847
Osaic Holdings, Inc.	1,694,251	$22.0M	0.0%	+238,387
Independent Financial Group, LLC	1,254,525	$16.3M	0.3%	+97,712
Traphagen Investment Advisors LLC	1,168,414	$15.2M	1.1%	−2,553
HighTower Advisors, LLC	999,424	$13.0M	0.0%	−42,598
Citadel Advisors LLC	893,749	$11.6M	0.0%	New
Modern Wealth Management, LLC	866,621	$11.3M	0.1%	+300,829
Raymond James Financial Inc	638,028	$8.3M	0.0%	+228,321
Integrated Wealth Concepts LLC	598,905	$7.8M	0.0%	+280,120
Royal Bank Of Canada	504,953	$6.6M	0.0%	−8,934
Arkadios Wealth Advisors	503,296	$6.5M	0.1%	−2,708
Elevation Point Wealth Partners, LLC	487,564	$6.3M	0.1%	+77,336
Envestnet Asset Management Inc	474,126	$6.2M	0.0%	+73,171
B. Riley Wealth Advisors, Inc.	454,953	$6.1M	0.3%	+146,108
Aptus Capital Advisors, LLC	450,514	$5.9M	0.0%	+37,819

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How Bluerock Private Real Estate Fund is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

Name on EDGARBluerock Private Real Estate Fund¹
CIK0001551047
Incorporated inDelaware¹
Business address919 Third Avenue, Suite 4000, New York, NY 10022¹
Phone1-844-819-8287¹
On EDGAR sinceJun 1, 2012¹
Filings420 in all: 4 (106), N-23C3A (51), 497 (34), NPORT-P (26), 3 (20), N-Q (15), 40-17G (14), N-CSRS (14)¹
All 49 form types
N-PX (14), N-CSR (13), 486BPOS (12), CORRESP (9), N-CEN (8), 40-APP/A (6), DEFA14A (6), N-2 (6), NSAR-A (6), 24F-2NT (5), NSAR-B (5), 497J (4), 40-17G/A (3), 486APOS (3), DEF 14A (3), DFAN14A (3), POS EX (3), 4/A (2), 40-APP (2), 5 (2), 8-K (2), APP NTC (2), APP ORDR (2), PRE 14A (2), 424B3 (1), 424B5 (1), 8-A12B (1), CERT (1), EFFECT (1), N-2/A (1), N-2ASR (1), N-8A (1), N-CEN/A (1), N-CSR/A (1), N-PX/A (1), N-Q/A (1), NT-NSAR (1), SCHEDULE 13D (1), SCHEDULE 13D/A (1), SCHEDULE 13G (1), UPLOAD (1)
Latest filingsProxy statement (DEF 14A) Jun 30, 2026
Latest 8-K (8-K) Aug 7, 2026

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARBluerock Private Real Estate Fund filings on SEC EDGAR
2
GLEIFBluerock Private Real Estate Fund LEI record (549300DVMSW84SP6UG83)
3
SEC EDGARBluerock Private Real Estate Fund filings on SEC EDGAR
4
SEC EDGARJordan B. Ruddy, President
5
SEC EDGARRyan S. Macdonald, Chief Investment Officer
6
SEC EDGARLucas D. Foss, Chief Compliance Officer
7
SEC EDGARJason Emala, Secretary
8
SEC EDGARSimon K. Adamiyatt, Treasurer
9
SEC EDGARPatrick Michael Kendall, Treasurer
10
SEC EDGARWilliam Brian Kimme, Chief Compliance Officer
11
SEC EDGARJerold E. Novack, Treasurer
12
SEC EDGARKevin D. Boyle, Chief Compliance Officer
13
SEC EDGARMichael L. Konig, Secretary
14
SEC EDGARRomano Tio, Trustee
15
SEC EDGARRamin Kamfar, Board member
16
SEC EDGARRyan S. Macdonald, Board member
17
SEC EDGARKamal Jafarnia, Board member
18
SEC EDGARClayton Hosterman, Board member
19
SEC EDGARKevyn Charles Demartino, Board member
20
SEC EDGARShareholder vote
21
SEC EDGAREntered a material agreement; Regulation FD disclosure
22
SEC EDGARSaba Capital Management, L.P. SCHEDULE 13D/A on Bluerock Private Real Estate Fund
23
SEC EDGARCaptrust SCHEDULE 13G on Bluerock Private Real Estate Fund