Crews Bank & Trust’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Crews Bank & Trust’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	$1.21K	Buy	+93	New	+$1.44K	﹤0.01%	648

Other funds holding BPRE

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Crews Bank & Trust's BPRE Position: Q2 2026 in Review

Crews Bank & Trust opened a new position in Bluerock Private Real Estate Fund (BPRE) in Q2 2026: 93 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings.

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

Crews Bank & Trust held 93 shares of Bluerock Private Real Estate Fund worth $1.21K as of Q2 2026.
Bluerock Private Real Estate Fund was a new Crews Bank & Trust position in Q2 2026.
Bluerock Private Real Estate Fund made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #648 holding.
54 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.