As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Bluerock Private Real Estate Fund. The largest reported stake is CAPTRUST Financial Advisors', at 5.4%. 3 filings are on record since August 3, 2026 (Schedule 13G, August 25, 2026).
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Key facts
- · Reporting person: Saba Capital Management, L.P. · Sole voting: 0 · Shared voting: 7,322,660 · Sole dispositive: 0 · Shared dispositive: 7,322,660 · SCHEDULE 13D/A, 2026-08-27
- · Reporting person: CAPTRUST Financial Advisors · Sole voting: 4,407,780 · Shared voting: 0 · Sole dispositive: 7,449,559 · Shared dispositive: 0 · SCHEDULE 13G, 2026-08-25
- · Holder: Saba Capital Management, L.P. · Percent: 5.03% · SCHEDULE 13D
Bluerock Private Real Estate Fund has 3 Schedule 13D or 13G filings on record since 2026-08-03. 2 holders' latest filing reports 5% or more of common shares, no par value. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| CAPTRUST Financial Advisors | 5.4% | 7,657,142 | SCHEDULE 13G, 2026-08-25 | 2025-12-31 |
| Saba Capital Management, L.P. | 5.12% | 7,322,660 | SCHEDULE 13D/A, 2026-08-27 | 2026-08-26 |
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More on Bluerock Private Real Estate Fund and the records around it.
Companies that share a holder
- Saba Capital Management, L.P. also filed stake reports on 69 other companies: BlackRock TCP Capital Corp. (Nov 2026), Ellsworth Growth and Income Fund Ltd. (Nov 2026), Virtus Total Return Fund Inc. (Nov 2026)
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What the Full Report on Bluerock Private Real Estate Fund covers
The Short Answer
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What They Do, And How The Money Works
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Who Pays Them, And Who They Are Up Against
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| CAPTRUST Financial Advisors | 4,407,780 | 0 | 7,449,559 | 0 | SCHEDULE 13G, 2026-08-25 |
| Saba Capital Management, L.P. | 0 | 7,322,660 | 0 | 7,322,660 | SCHEDULE 13D/A, 2026-08-27 |
| Boaz R. Weinstein | 0 | 7,322,660 | 0 | 7,322,660 | SCHEDULE 13D/A, 2026-08-27 |
| Saba Capital Management GP, LLC | 0 | 7,322,660 | 0 | 7,322,660 | SCHEDULE 13D/A, 2026-08-27 |
The latest filing identifies Bluerock Private Real Estate Fund by CUSIP 09631P102 and gives its principal executive office as 919 Third Avenue, 40th Floor, New York, NY 10022 (SCHEDULE 13D/A, 2026-08-27).
Source of funds (Item 3)
Funds for the purchase of the Common Shares were derived from the subscription proceeds from investors and the capital appreciation thereon and margin account borrowings made in the ordinary course of business. In such instances, the positions held in the margin accounts are pledged as collateral security for the repayment of debit balances in the account, which may exist from time to time. Since other securities are held in the margin accounts, it is not possible to determine the amounts, if any, of margin used to purchase the Common Shares reported herein.Saba Capital Management, L.P., SCHEDULE 13D/A, 2026-08-27
Purpose of Transaction (Item 4)
Saba Capital Management, L.P.
Item 4 is hereby amended and supplemented as follows: On August 26, 2026, Saba Capital filed a demand to inspect shareholder list materials of the Issuer pursuant to Section 3819 of the Delaware Statutory Trust Act in order to enable Saba Capital and certain of its affiliates and its representatives to communicate with other holders of common shares of the Issuer in connection with Saba Capital's anticipated solicitation of proxies from the Issuer's shareholders in connection with the 2027 annual meeting of shareholders of the Issuer, including any adjournments, postponements, reschedulings or continuations thereof or special meeting that may be called in lieu thereof (the "2027 Annual Meeting"). At the 2027 Annual Meeting, Saba Capital intends to submit a shareholder proposal to terminate the Issuer's investment manager, seek Board change and conduct a proxy solicitation.Item 4 of the SCHEDULE 13D/A filed 2026-08-27
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-08-03 | Saba Capital Management, L.P. | 5.03% | SCHEDULE 13D |
| 2026-08-25 | CAPTRUST Financial Advisors | 5.4% | SCHEDULE 13G |
| 2026-08-27 | Saba Capital Management, L.P. | 5.12% | SCHEDULE 13D/A |
Questions about who owns Bluerock Private Real Estate Fund
Who owns Bluerock Private Real Estate Fund?
On this page, 2 holders' latest ownership filings report 5% or more of Bluerock Private Real Estate Fund: CAPTRUST Financial Advisors (5.4%, Schedule 13G, filed 2026-08-25) and Saba Capital Management, L.P. (5.12%, Schedule 13D/A, filed 2026-08-27).
Who are the largest shareholders of Bluerock Private Real Estate Fund?
By the share each holder's latest filing reports, the largest holders of Bluerock Private Real Estate Fund on this page are CAPTRUST Financial Advisors (5.4%) and Saba Capital Management, L.P. (5.12%).
When did CAPTRUST Financial Advisors buy into Bluerock Private Real Estate Fund?
The filings give report dates, not purchase dates. The earliest filing from CAPTRUST Financial Advisors on this page is the Schedule 13G, filed 2026-08-25, reporting 5.4%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 3 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.