ITIM
BPRE

Indiana Trust & Investment Management’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Indiana Trust & Investment 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
-1,648
Closed -$27.4K – 501
2026
Q1 		$27.4K Buy
+1,648
New +$27.4K 0.01% 336

Other funds holding BPRE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Indiana Trust & Investment Management's BPRE Position: Q2 2026 in Review

Indiana Trust & Investment Management sold out of Bluerock Private Real Estate Fund (BPRE) in Q2 2026, closing a stake of 1,648 shares — an estimated $27.4K sold.

Indiana Trust & Investment Management first reported a position in BPRE in Q1 2026 and held it in 1 quarter. The position peaked at $27.4K in Q1 2026. 309 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • Indiana Trust & Investment Management reported no remaining Bluerock Private Real Estate Fund position as of Q2 2026 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 1,648 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $27.4K.
  • Indiana Trust & Investment Management first reported a position in Bluerock Private Real Estate Fund in Q1 2026 and held it in 1 quarter.
  • Indiana Trust & Investment Management's Bluerock Private Real Estate Fund position peaked at $27.4K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.