CA
BPRE

Clearstead Advisors’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Clearstead 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 		$28.1K Buy
2,164
+54
+3% +$838 ﹤0.01% 1686
2026
Q1 		$35K Buy
2,110
+42
+2% +$699 ﹤0.01% 1345
2025
Q4 		$31K Buy
+2,068
New +$31.9K ﹤0.01% 1568

Other funds holding BPRE

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
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Clearstead Advisors's BPRE Position: Q2 2026 in Review

Clearstead Advisors increased its Bluerock Private Real Estate Fund (BPRE) stake by 2.6% in Q2 2026, buying an estimated $838 and bringing the position to 2,164 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Clearstead Advisors first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $35K in Q1 2026. 202 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • Clearstead Advisors held 2,164 shares of Bluerock Private Real Estate Fund worth $28.1K as of Q2 2026.
  • Clearstead Advisors bought 54 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $838.
  • Bluerock Private Real Estate Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1686 holding.
  • Clearstead Advisors first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Bluerock Private Real Estate Fund position peaked at $35K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.