FFA
BPRE

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

Farther Finance 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
Q3 		$110K Sell
8,760
-9,107
-51% -$113K ﹤0.01% 2787
2026
Q2 		$232K Sell
17,867
-926
-5% -$14.4K ﹤0.01% 2139
2026
Q1 		$312K Sell
18,793
-39,433
-68% -$657K ﹤0.01% 1706
2025
Q4 		$873K Buy
+58,226
New +$898K 0.01% 965

Other funds holding BPRE

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's BPRE Position: Q3 2026 in Review

Farther Finance Advisors reduced its Bluerock Private Real Estate Fund (BPRE) stake by 51% in Q3 2026, selling an estimated $113K and leaving 8,760 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

Farther Finance Advisors first reported a position in BPRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $873K in Q4 2025. 11 funds tracked by Wall St. Rank hold BPRE as of Q3 2026.

  • Farther Finance Advisors held 8,760 shares of Bluerock Private Real Estate Fund worth $110K as of Q3 2026.
  • Farther Finance Advisors sold 9,107 Bluerock Private Real Estate Fund shares in Q3 2026, an estimated $113K.
  • Bluerock Private Real Estate Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2787 holding.
  • Farther Finance Advisors first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Bluerock Private Real Estate Fund position peaked at $873K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.