Keystone Financial Group (Kentucky)’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Keystone Financial Group (Kentucky)’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	$131K	Hold	10,035	–	–	0.01%	537
2026 Q1	$167K	Buy	+10,035	New	+$167K	0.01%	493

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

Keystone Financial Group (Kentucky)'s BPRE Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) held its Bluerock Private Real Estate Fund (BPRE) position steady in Q2 2026 at 10,035 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #537.

Keystone Financial Group (Kentucky) first reported a position in BPRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $167K in Q1 2026. 309 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

Keystone Financial Group (Kentucky) held 10,035 shares of Bluerock Private Real Estate Fund worth $131K as of Q2 2026.
Keystone Financial Group (Kentucky) left its Bluerock Private Real Estate Fund share count unchanged in Q2 2026.
Bluerock Private Real Estate Fund made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #537 holding.
Keystone Financial Group (Kentucky) first reported a position in Bluerock Private Real Estate Fund in Q1 2026 and has held it in 2 quarters since.
Keystone Financial Group (Kentucky)'s Bluerock Private Real Estate Fund position peaked at $167K in Q1 2026.
309 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.