Atlas Wealth’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Atlas Wealth’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	$3.17M	Buy	+252,958	New	+$3.15M	0.44%	60

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return

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

Atlas Wealth's BPRE Position: Q3 2026 in Review

Atlas Wealth opened a new position in Bluerock Private Real Estate Fund (BPRE) in Q3 2026: 252,958 shares worth $3.17M. The stake represents 0.44% of the portfolio and ranks #60 among its holdings.

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

Atlas Wealth held 252,958 shares of Bluerock Private Real Estate Fund worth $3.17M as of Q3 2026.
Bluerock Private Real Estate Fund was a new Atlas Wealth position in Q3 2026.
Bluerock Private Real Estate Fund made up 0.44% of Atlas Wealth's portfolio in Q3 2026, its #60 holding.
252 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q3 2026.

Based on Atlas Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.