AF
BPRE

Advisornet Financial’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Advisornet Financial’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
Q2 		$16.8K Buy
1,290
+32
+3% +$497 ﹤0.01% 1448
2026
Q1 		$20.9K Buy
1,258
+25
+2% +$416 ﹤0.01% 1322
2025
Q4 		$18.5K Buy
+1,233
New +$19K ﹤0.01% 1357

Other funds holding BPRE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return

Advisornet Financial's BPRE Position: Q2 2026 in Review

Advisornet Financial increased its Bluerock Private Real Estate Fund (BPRE) stake by 2.5% in Q2 2026, buying an estimated $497 and bringing the position to 1,290 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Advisornet Financial first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.9K in Q1 2026. 116 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • Advisornet Financial held 1,290 shares of Bluerock Private Real Estate Fund worth $16.8K as of Q2 2026.
  • Advisornet Financial bought 32 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $497.
  • Bluerock Private Real Estate Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1448 holding.
  • Advisornet Financial first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
  • Advisornet Financial's Bluerock Private Real Estate Fund position peaked at $20.9K in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.