BWM
BPRE

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

Benson 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
-17,966
Closed -$269K – 388
2025
Q4 		$269K Buy
+17,966
New +$277K 0.3% 40

Other funds holding BPRE

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LPL Financial
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SCM
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

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

Benson Wealth Management sold out of Bluerock Private Real Estate Fund (BPRE) in Q1 2026, closing a stake of 17,966 shares — an estimated $269K sold.

Benson Wealth Management first reported a position in BPRE in Q4 2025 and held it in 1 quarter. The position peaked at $269K in Q4 2025. 323 funds tracked by Wall St. Rank hold BPRE as of Q1 2026.

  • Benson Wealth Management reported no remaining Bluerock Private Real Estate Fund position as of Q1 2026 after selling out during the quarter.
  • Benson Wealth Management sold 17,966 Bluerock Private Real Estate Fund shares in Q1 2026, an estimated $269K.
  • Benson Wealth Management first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and held it in 1 quarter.
  • Benson Wealth Management's Bluerock Private Real Estate Fund position peaked at $269K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q1 2026.

Based on Benson Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.