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Litman Gregory Wealth Management’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Litman Gregory Wealth Management’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
2025
Q4 		$56.3K Buy
+3,755
New +$57.9K ﹤0.01% 225

Other funds holding BPRE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Litman Gregory Wealth Management's BPRE Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Bluerock Private Real Estate Fund (BPRE) in Q4 2025: 3,755 shares worth $56.3K. The stake represents ﹤0.01% of the portfolio and ranks #225 among its holdings.

349 funds tracked by Wall St. Rank hold BPRE as of Q4 2025.

  • Litman Gregory Wealth Management held 3,755 shares of Bluerock Private Real Estate Fund worth $56.3K as of Q4 2025.
  • Bluerock Private Real Estate Fund was a new Litman Gregory Wealth Management position in Q4 2025.
  • Bluerock Private Real Estate Fund made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #225 holding.
  • 349 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.