FERLX First Eagle Real Estate Debt Fund Insider Trading

Agarwal Rajesh initiates position in First Eagle Real Estate Debt Fund FERLX: 9,441 shares at $25.42

Rajesh Agarwal purchased 9,441 shares of First Eagle Real Estate Debt Fund (FERLX) at $25.42 on 2026-06-09 for $240,000.01, establishing an initial position in the fund. This is Agarwal's first recorded holding in FERLX, moving from zero prior shares to 9.4K shares. Without supporting information on Agarwal's role within the organization, prior transaction history, or context regarding fund performance, the transaction represents a new entry into the real estate debt fund rather than a material accumulation signal.

Bleichroeder LP (10% owner) purchases 633,161 shares of FERLX for $16.0M, raising stake 86.2% to 1.37M shares

Bleichroeder LP, a substantial 10% owner of First Eagle Real Estate Debt Fund, deployed $16.0M to purchase 633,161 shares at $25.27 on 2025-08-06, marking an 86.2% increase in its FERLX holdings from 734,645 to 1,367,807 shares. This is the entity's second open-market purchase of FERLX within four months (prior buy on 2025-04-30), indicating sustained capital commitment to the position. However, Bleichroeder's broader cross-ticker track record shows headwinds: across 5 prior open-market purchases at other securities, the entity averaged -20.0% returns over 30 days and -13.2% over 90 days, with a 50.00% 90-day win rate, suggesting historical timing challenges that merit scrutiny as context for this concentrated accumulation.

Bleichroeder LP, 10% owner, purchased 354,645 shares of FERLX at $25.16 for $8,922,872.73

Bleichroeder LP, a 10% shareholder, deployed $8,922,872.73 to acquire 354,645 shares at $25.16, increasing its position by 93.3% from 380,000 to 734,645 shares. This substantial open-market purchase represents a meaningful commitment of capital by a significant existing shareholder to a real estate debt fund. The insider's cross-ticker track record shows 4 prior open-market buys with an average 90-day return of +15.5% and a 100.00% win rate, demonstrating a consistent pattern of value-identifying purchases across holdings. The magnitude of this single acquisition—$8.9M—combined with the insider's established track record and existing 10% stake, signals continued conviction in FERLX's asset positioning at the transaction price.