Kingswood Wealth Advisors’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Kingswood Wealth Advisors’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	$1.52M	Buy	116,970 +23,303	+25%	+$362K	0.06%	311
2026 Q1	$1.56M	Buy	93,667 +72,943	+352%	+$1.21M	0.07%	275
2025 Q4	$311K	Buy	+20,724	New	+$320K	0.02%	667

Other funds holding BPRE

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Kingswood Wealth Advisors's BPRE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Bluerock Private Real Estate Fund (BPRE) stake by 25% in Q2 2026, buying an estimated $362K and bringing the position to 116,970 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #311.

Kingswood Wealth Advisors first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.56M in Q1 2026. 309 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

Kingswood Wealth Advisors held 116,970 shares of Bluerock Private Real Estate Fund worth $1.52M as of Q2 2026.
Kingswood Wealth Advisors bought 23,303 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $362K.
Bluerock Private Real Estate Fund made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #311 holding.
Kingswood Wealth Advisors first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
Kingswood Wealth Advisors's Bluerock Private Real Estate Fund position peaked at $1.56M in Q1 2026.
309 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.