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

Kovack 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	$172K	Buy	+13,253	New	+$206K	0.01%	1009

Other funds holding BPRE

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

Wilkerson Advisory Group Columbia, Missouri $326M AUM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return

Kovack Advisors's BPRE Position: Q2 2026 in Review

Kovack Advisors opened a new position in Bluerock Private Real Estate Fund (BPRE) in Q2 2026: 13,253 shares worth $172K. The stake represents 0.01% of the portfolio and ranks #1009 among its holdings.

123 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

Kovack Advisors held 13,253 shares of Bluerock Private Real Estate Fund worth $172K as of Q2 2026.
Bluerock Private Real Estate Fund was a new Kovack Advisors position in Q2 2026.
Bluerock Private Real Estate Fund made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #1009 holding.
123 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.