BFWM
BPRE

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

Bright Futures 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
Q2 		$212K Buy
+16,271
New +$252K 0.14% 187

Other funds holding BPRE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Bright Futures Wealth Management's BPRE Position: Q2 2026 in Review

Bright Futures Wealth Management opened a new position in Bluerock Private Real Estate Fund (BPRE) in Q2 2026: 16,271 shares worth $212K. The stake represents 0.14% of the portfolio and ranks #187 among its holdings.

309 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • Bright Futures Wealth Management held 16,271 shares of Bluerock Private Real Estate Fund worth $212K as of Q2 2026.
  • Bluerock Private Real Estate Fund was a new Bright Futures Wealth Management position in Q2 2026.
  • Bluerock Private Real Estate Fund made up 0.14% of Bright Futures Wealth Management's portfolio in Q2 2026, its #187 holding.
  • 309 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.