Insigneo Advisory Services’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Insigneo Advisory 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	$211K	Buy	16,188 +1,271	+9%	+$19.7K	0.01%	764
2026 Q1	$248K	Hold	14,917	–	–	0.02%	566
2025 Q4	$224K	Buy	+14,917	New	+$230K	0.02%	616

Other funds holding BPRE

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SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Insigneo Advisory Services's BPRE Position: Q2 2026 in Review

Insigneo Advisory Services increased its Bluerock Private Real Estate Fund (BPRE) stake by 8.5% in Q2 2026, buying an estimated $19.7K and bringing the position to 16,188 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #764.

Insigneo Advisory Services first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $248K in Q1 2026. 310 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

Insigneo Advisory Services held 16,188 shares of Bluerock Private Real Estate Fund worth $211K as of Q2 2026.
Insigneo Advisory Services bought 1,271 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $19.7K.
Bluerock Private Real Estate Fund made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #764 holding.
Insigneo Advisory Services first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
Insigneo Advisory Services's Bluerock Private Real Estate Fund position peaked at $248K in Q1 2026.
310 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.