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Bluerock Private Real Estate Fund (BPRE) reports that trustee Farsheed Sohaila Sori acquired Common Shares of Beneficial Interest in two non-market transactions coded as "J". On March 31, 2026, 301.02 shares were granted at $16.61 per share, and on June 30, 2026, 378.12 shares were granted at $13.22 per share. A footnote states these shares were granted in conjunction with the trustees' compensation plan, and they are reported as directly owned. No post-transaction share balance is disclosed in this filing.
Bluerock Private Real Estate Fund (BPRE) reported that trustee Tio Romano acquired Common Shares of Beneficial Interest through three code J transactions classified as other acquisitions. These consisted of 333.33 shares at $15.00 on December 31, 2025, 301.02 shares at $16.61 on March 31, 2026, and 378.12 shares at $13.22 on June 30, 2026. A footnote states each block of shares was granted in conjunction with the trustees' compensation plan, and the Rule 10b5-1 checkbox was not marked.
Bluerock Private Real Estate Fund (BPRE) reported that trustee Bobby I. Majumder acquired Common Shares of Beneficial Interest through non-market transactions under the trustees' compensation plan. The grants were 333.33 shares at $15.00 on December 31, 2025; 301.02 shares at $16.61 on March 31, 2026; and 378.12 shares at $13.22 on June 30, 2026.
Bluerock Private Real Estate Fund (BPRE) reports that trustee Kamal Jafarnia acquired common shares of beneficial interest in three non-open-market transactions coded as "other acquisition or disposition" (Code J). These awards, totaling 378.12 shares at $13.22 on June 30, 2026, 301.02 shares at $16.61 on March 31, 2026, and 333.33 shares at $15.00 on December 31, 2025, were granted in conjunction with the trustees' compensation plan and are held as direct ownership.
Bluerock Private Real Estate Fund (BPRE) is the subject of an amended Schedule 13D filed by Saba Capital Management and related reporting persons. They report beneficial ownership of 7,322,660 common shares, representing 5.12% of Bluerock’s common shares, based on 143,044,372 shares outstanding as of June 15, 2026.
The reporting persons state that approximately $107,845,238 was paid to acquire the reported shares, using investor subscription proceeds, capital appreciation and ordinary-course margin borrowings. On August 26, 2026, Saba Capital delivered a demand to inspect Bluerock’s shareholder list under Section 3819 of the Delaware Statutory Trust Act, in connection with an anticipated proxy solicitation for Bluerock’s 2027 annual meeting. Saba Capital states it intends to submit a shareholder proposal to terminate the issuer’s investment manager and seek Board changes at that meeting.
Bluerock Private Real Estate Fund (BPRE) has a significant shareholder disclosure from CAPTRUST Financial Advisors on a Schedule 13G. CAPTRUST reports beneficial ownership of 7,657,142.39 common shares of Bluerock Private Real Estate Fund, representing 5.40% of the class. CAPTRUST reports sole voting power over 4,407,779.86 shares and sole dispositive power over 7,449,559.41 shares, with no shared voting or dispositive power. The filing identifies CAPTRUST as a United States entity, with the certification section marked not applicable.
Bluerock Private Real Estate Fund (BPRE) insider Ryan S. MacDonald, reported as a trustee, recorded an "other" acquisition (code J) of 1,245 Common Shares of Beneficial Interest on 2026-08-18 at $12.04 per share. Following this transaction, MacDonald’s directly held position increased to 4,430 shares.
Bluerock Private Real Estate Fund held its Annual Meeting of shareholders on August 4, 2026, with 143,044,372 common shares eligible to vote as of June 15, 2026. Shareholders re-elected Class I trustees Bobby Majumder and Romano Tio to serve until the 2029 Annual Meeting.
Majumder received 97,895,209 votes for (90.14% of voted shares; 68.44% of outstanding) and 10,709,923 withheld; Tio received 97,819,936 for (90.07%; 68.38%) and 10,785,196 withheld. Shareholders also ratified Cohen & Company, Ltd. as independent registered public accounting firm for the fiscal year ending September 30, 2026, with 106,837,774 votes for, 915,928 against, and 851,431 abstentions.
Bluerock Private Real Estate Fund (BPRE) reports that MacDonald Ryan S, listed as a trustee, completed an other acquisition transaction in its Common Shares of Beneficial Interest. On 2026-08-04, he acquired 1,250 shares at $12.00 per share, increasing his direct holdings to 3,185 shares.
Bluerock Private Real Estate Fund filed Post-Effective Amendment No. 3 to its Form N-2 registration statement under the Securities Act of 1933 and Investment Company Act of 1940. The amendment, filed pursuant to Rule 462(d), is stated to be filed solely to amend the exhibits to the existing registration statement and does not modify any other part of that registration, becoming effective immediately upon filing.
The fund is a registered closed-end fund, qualifies under General Instruction A.2, and is identified as a Well-Known Seasoned Issuer. Estimated offering-related expenses include $10,000 of printing fees, $100,000 of legal fees, and $5,000 of accounting fees, for a total of $115,000. As of August 4, 2026, there were 0 record holders of preferred shares and 1,969 record holders of common shares.