Bluerock Private Real Estate Fund (BPRE) had trustee Ryan S. MacDonald report multiple open-market purchases of its Common Shares of Beneficial Interest on September 14, 2026. He bought a total of 20,745 shares in ten transactions at per-share prices between $11.90 and $12.00, all reported as held directly, with no Rule 10b5-1 trading plan indicated.
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.