Superior Planning, LLC’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Superior Planning, LLC’s Portfolio BPRE Stock Details BPRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$160K	Buy	+12,756	New	+$159K	0.07%	189

Other funds holding BPRE

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Quadrant Private Wealth Management Center Valley, Pennsylvania $753M AUM 13.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Superior Planning, LLC's BPRE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Bluerock Private Real Estate Fund (BPRE) in Q3 2026: 12,756 shares worth $160K. The stake represents 0.07% of the portfolio and ranks #189 among its holdings.

206 funds tracked by Wall St. Rank hold BPRE as of Q3 2026.

Superior Planning, LLC held 12,756 shares of Bluerock Private Real Estate Fund worth $160K as of Q3 2026.
Bluerock Private Real Estate Fund was a new Superior Planning, LLC position in Q3 2026.
Bluerock Private Real Estate Fund made up 0.07% of Superior Planning, LLC's portfolio in Q3 2026, its #189 holding.
206 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.