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BFC Planning, Inc.’s Bluerock Private Real Estate Fund BPRE Stock Holding History

BFC Planning, Inc.’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 		$23.7K Sell
1,825
-377
-17% -$5.85K ﹤0.01% 1929
2026
Q1 		$36.6K Buy
2,202
+30
+1% +$499 ﹤0.01% 1468
2025
Q4 		$32.6K Buy
+2,172
New +$33.5K ﹤0.01% 1540

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
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Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
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Morgan Stanley
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Quadrant Private Wealth Management
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BFC Planning, Inc.'s BPRE Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Bluerock Private Real Estate Fund (BPRE) stake by 17% in Q2 2026, selling an estimated $5.85K and leaving 1,825 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

BFC Planning, Inc. first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $36.6K in Q1 2026. 314 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • BFC Planning, Inc. held 1,825 shares of Bluerock Private Real Estate Fund worth $23.7K as of Q2 2026.
  • BFC Planning, Inc. sold 377 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $5.85K.
  • Bluerock Private Real Estate Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1929 holding.
  • BFC Planning, Inc. first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s Bluerock Private Real Estate Fund position peaked at $36.6K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.