Stock ownership · SEC 13F · Q4 2025

BLUEROCK PRIVATE REAL ES

Who owns BLUEROCK PRIVATE REAL ES (CUSIP 09631P102)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$321K
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 3 institutions report $321K in BLUEROCK PRIVATE REAL ES positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$321K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 09631P102 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-SHORT

  • VALUE-TRACE $0.3M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-SHORT 1Q history

Read with: Ownership concentration guide - BLUEROCK PRIVATE REAL ES's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of BLUEROCK PRIVATE REAL ES
  1. 1
    Cross Staff Investments Inc $220K
  2. 2
    Anchor Investment Management, LLC $96K
  3. 3
    SIT INVESTMENT ASSOCIATES INC $5K

Top 3 reported holders by value · Q4 2025

Top Institutional Holders

# Institution Shares Value Share of reported
1 Cross Staff Investments Inc 14,649 $220K 68.4%
2 Anchor Investment Management, LLC 6,427 $96K 30.0%
3 SIT INVESTMENT ASSOCIATES INC 350,000 $5K 1.6%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among BLUEROCK PRIVATE REAL ES's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

Cross Staff Investments Inc $220K
Anchor Investment Management, LLC $96K
SIT INVESTMENT ASSOCIATES INC $5K

Frequently Asked Questions

How many institutions hold BLUEROCK PRIVATE REAL ES?▼
BLUEROCK PRIVATE REAL ES is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of BLUEROCK PRIVATE REAL ES?▼
Institutions report $321K of BLUEROCK PRIVATE REAL ES as of Q4 2025.
How concentrated is ownership of BLUEROCK PRIVATE REAL ES?▼
The top five institutional holders account for 100% of the reported institutional value in BLUEROCK PRIVATE REAL ES, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of BLUEROCK PRIVATE REAL ES?▼
Cross Staff Investments Inc is the largest reported holder of BLUEROCK PRIVATE REAL ES with $220K across 14,649 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.