BRWA
BPRE

B. Riley Wealth Advisors’s Bluerock Private Real Estate Fund BPRE Stock Holding History

B. Riley Wealth Advisors’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 		$6.06M Buy
454,953
+146,108
+47% +$2.27M 0.32% 75
2026
Q1 		$4.97M Buy
308,845
+268,865
+672% +$4.48M 0.31% 77
2025
Q4 		$600K Buy
+39,980
New +$617K 0.03% 463

Other funds holding BPRE

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
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

B. Riley Wealth Advisors's BPRE Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Bluerock Private Real Estate Fund (BPRE) stake by 47% in Q2 2026, buying an estimated $2.27M and bringing the position to 454,953 shares worth $6.06M. The position accounts for 0.32% of the portfolio, ranked #75.

B. Riley Wealth Advisors first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • B. Riley Wealth Advisors held 454,953 shares of Bluerock Private Real Estate Fund worth $6.06M as of Q2 2026.
  • B. Riley Wealth Advisors bought 146,108 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $2.27M.
  • Bluerock Private Real Estate Fund made up 0.32% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • B. Riley Wealth Advisors first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.