IAS
BPRE

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
Q1 		$248K Hold
14,917
– – 0.02% 566
2025
Q4 		$224K Buy
+14,917
New +$230K 0.02% 616

Other funds holding BPRE

CAPTRUST Financial Advisors
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Insigneo Advisory Services's BPRE Position: Q1 2026 in Review

Insigneo Advisory Services held its Bluerock Private Real Estate Fund (BPRE) position steady in Q1 2026 at 14,917 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #566.

Insigneo Advisory Services first reported a position in BPRE in Q4 2025 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold BPRE as of Q1 2026.

  • Insigneo Advisory Services held 14,917 shares of Bluerock Private Real Estate Fund worth $248K as of Q1 2026.
  • Insigneo Advisory Services left its Bluerock Private Real Estate Fund share count unchanged in Q1 2026.
  • Bluerock Private Real Estate Fund made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #566 holding.
  • Insigneo Advisory Services first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.