AWM
BPRE

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

Axxcess Wealth 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
-17,494
Closed -$262K – 1067
2025
Q4 		$262K Buy
+17,494
New +$270K ﹤0.01% 892

Other funds holding BPRE

CAPTRUST Financial Advisors
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Axxcess Wealth Management's BPRE Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Bluerock Private Real Estate Fund (BPRE) in Q1 2026, closing a stake of 17,494 shares — an estimated $262K sold.

Axxcess Wealth Management first reported a position in BPRE in Q4 2025 and held it in 1 quarter. The position peaked at $262K in Q4 2025. 323 funds tracked by Wall St. Rank hold BPRE as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Bluerock Private Real Estate Fund position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 17,494 Bluerock Private Real Estate Fund shares in Q1 2026, an estimated $262K.
  • Axxcess Wealth Management first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Bluerock Private Real Estate Fund position peaked at $262K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.