HFS
BPRE

Hughes Financial Services’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Hughes Financial Services’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 		$1.59K Hold
122
– – ﹤0.01% 815
2026
Q1 		$2.03K Hold
122
– – ﹤0.01% 594
2025
Q4 		$1.83K Buy
+122
New +$1.88K ﹤0.01% 579

Other funds holding BPRE

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Hughes Financial Services's BPRE Position: Q2 2026 in Review

Hughes Financial Services held its Bluerock Private Real Estate Fund (BPRE) position steady in Q2 2026 at 122 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Hughes Financial Services first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.03K in Q1 2026. 100 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • Hughes Financial Services held 122 shares of Bluerock Private Real Estate Fund worth $1.59K as of Q2 2026.
  • Hughes Financial Services left its Bluerock Private Real Estate Fund share count unchanged in Q2 2026.
  • Bluerock Private Real Estate Fund made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #815 holding.
  • Hughes Financial Services first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
  • Hughes Financial Services's Bluerock Private Real Estate Fund position peaked at $2.03K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.