Investor's Fiduciary Advisor Network’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Investor's Fiduciary Advisor Network’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	$707K	Buy	42,596 +22,618	+113%	+$377K	0.22%	120
2025 Q4	$299K	Buy	+19,978	New	+$308K	0.06%	235

Other funds holding BPRE

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Investor's Fiduciary Advisor Network's BPRE Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network increased its Bluerock Private Real Estate Fund (BPRE) stake by 113% in Q1 2026, buying an estimated $377K and bringing the position to 42,596 shares worth $707K. The position accounts for 0.22% of the portfolio, ranked #120.

Investor's Fiduciary Advisor Network 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.

Investor's Fiduciary Advisor Network held 42,596 shares of Bluerock Private Real Estate Fund worth $707K as of Q1 2026.
Investor's Fiduciary Advisor Network bought 22,618 Bluerock Private Real Estate Fund shares in Q1 2026, an estimated $377K.
Bluerock Private Real Estate Fund made up 0.22% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #120 holding.
Investor's Fiduciary Advisor Network 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 Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.