AIFAIM
BPRE

American Institute for Advanced Investment Management’s Bluerock Private Real Estate Fund BPRE Stock Holding History

American Institute for Advanced Investment Management’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
Q1 		– Sell
-16,732
Closed -$251K – 158
2025
Q4 		$251K Buy
+16,732
New +$258K 0.16% 127

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SCM
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Cambridge Investment Research Advisors
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Northwestern Mutual Wealth Management
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Cetera Investment Advisers
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Focus Partners Wealth
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MWA
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QPWM
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PPW
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American Institute for Advanced Investment Management's BPRE Position: Q1 2026 in Review

American Institute for Advanced Investment Management sold out of Bluerock Private Real Estate Fund (BPRE) in Q1 2026, closing a stake of 16,732 shares — an estimated $251K sold.

American Institute for Advanced Investment Management first reported a position in BPRE in Q4 2025 and held it in 1 quarter. The position peaked at $251K in Q4 2025. 324 funds tracked by Wall St. Rank hold BPRE as of Q1 2026.

  • American Institute for Advanced Investment Management reported no remaining Bluerock Private Real Estate Fund position as of Q1 2026 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 16,732 Bluerock Private Real Estate Fund shares in Q1 2026, an estimated $251K.
  • American Institute for Advanced Investment Management first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and held it in 1 quarter.
  • American Institute for Advanced Investment Management's Bluerock Private Real Estate Fund position peaked at $251K in Q4 2025.
  • 324 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q1 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.