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

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

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.