GSWM
BPRE

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

Golden State 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
-3,965
Closed -$65.9K – 1719
2026
Q1 		$65.9K Sell
3,965
-10,338
-72% -$172K 0.01% 611
2025
Q4 		$215K Buy
+14,303
New +$221K 0.02% 380

Other funds holding BPRE

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SCM
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LPL Financial
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Golden State Wealth Management's BPRE Position: Q2 2026 in Review

Golden State Wealth Management sold out of Bluerock Private Real Estate Fund (BPRE) in Q2 2026, closing a stake of 3,965 shares — an estimated $65.9K sold.

Golden State Wealth Management first reported a position in BPRE in Q4 2025 and held it in 2 quarters. The position peaked at $215K in Q4 2025. 309 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • Golden State Wealth Management reported no remaining Bluerock Private Real Estate Fund position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 3,965 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $65.9K.
  • Golden State Wealth Management first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and held it in 2 quarters.
  • Golden State Wealth Management's Bluerock Private Real Estate Fund position peaked at $215K in Q4 2025.
  • 309 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.