Cambridge Investment Research Advisors
BPRE

Cambridge Investment Research Advisors’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Cambridge Investment Research 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 		$60.9M Buy
4,679,291
+213,903
+5% +$3.32M 0.14% 135
2026
Q1 		$74.2M Buy
4,465,388
+83,382
+2% +$1.39M 0.19% 101
2025
Q4 		$65.7M Buy
+4,382,006
New +$67.6M 0.17% 106

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
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
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Cambridge Investment Research Advisors's BPRE Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Bluerock Private Real Estate Fund (BPRE) stake by 4.8% in Q2 2026, buying an estimated $3.32M and bringing the position to 4,679,291 shares worth $60.9M. The position accounts for 0.14% of the portfolio, ranked #135.

Cambridge Investment Research Advisors first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $74.2M in Q1 2026. 309 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • Cambridge Investment Research Advisors held 4,679,291 shares of Bluerock Private Real Estate Fund worth $60.9M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 213,903 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $3.32M.
  • Bluerock Private Real Estate Fund made up 0.14% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #135 holding.
  • Cambridge Investment Research Advisors first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
  • Cambridge Investment Research Advisors's Bluerock Private Real Estate Fund position peaked at $74.2M in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.