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 |
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 |
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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.