KeyBank National Association
BPRE

KeyBank National Association’s Bluerock Private Real Estate Fund BPRE Stock Holding History

KeyBank National Association’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 		– Sell
-20,619
Closed -$309K – 1311
2025
Q4 		$309K Buy
+20,619
New +$318K ﹤0.01% 1014

Other funds holding BPRE

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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

KeyBank National Association's BPRE Position: Q1 2026 in Review

KeyBank National Association sold out of Bluerock Private Real Estate Fund (BPRE) in Q1 2026, closing a stake of 20,619 shares — an estimated $309K sold.

KeyBank National Association first reported a position in BPRE in Q4 2025 and held it in 1 quarter. The position peaked at $309K in Q4 2025. 323 funds tracked by Wall St. Rank hold BPRE as of Q1 2026.

  • KeyBank National Association reported no remaining Bluerock Private Real Estate Fund position as of Q1 2026 after selling out during the quarter.
  • KeyBank National Association sold 20,619 Bluerock Private Real Estate Fund shares in Q1 2026, an estimated $309K.
  • KeyBank National Association first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and held it in 1 quarter.
  • KeyBank National Association's Bluerock Private Real Estate Fund position peaked at $309K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q1 2026.

Based on KeyBank National Association's 13F filing for Q1 2026, filed 24 Apr 2026.