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

Empirical 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	–	Sell	-13,166	Closed	-$219K	–	1116
2026 Q1	$219K	Sell	13,166 -1,294	-9%	-$21.5K	﹤0.01%	914
2025 Q4	$217K	Buy	+14,460	New	+$223K	﹤0.01%	828

Other funds holding BPRE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PPW

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 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 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

Empirical Wealth Management's BPRE Position: Q2 2026 in Review

Empirical Wealth Management sold out of Bluerock Private Real Estate Fund (BPRE) in Q2 2026, closing a stake of 13,166 shares — an estimated $219K sold.

Empirical Wealth Management first reported a position in BPRE in Q4 2025 and held it in 2 quarters. The position peaked at $219K in Q1 2026. 223 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

Empirical Wealth Management reported no remaining Bluerock Private Real Estate Fund position as of Q2 2026 after selling out during the quarter.
Empirical Wealth Management sold 13,166 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $219K.
Empirical Wealth Management first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and held it in 2 quarters.
Empirical Wealth Management's Bluerock Private Real Estate Fund position peaked at $219K in Q1 2026.
223 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.