MPWT
BPRE

MassMutual Private Wealth & Trust’s Bluerock Private Real Estate Fund BPRE Stock Holding History

MassMutual Private Wealth & Trust’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 		$51.7K Sell
3,972
-91
-2% -$1.41K ﹤0.01% 763
2026
Q1 		$67.5K Sell
4,063
-2
-0% -$33 ﹤0.01% 669
2025
Q4 		$61K Buy
+4,065
New +$62.7K ﹤0.01% 725

Other funds holding BPRE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MassMutual Private Wealth & Trust's BPRE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Bluerock Private Real Estate Fund (BPRE) stake by 2.2% in Q2 2026, selling an estimated $1.41K and leaving 3,972 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

MassMutual Private Wealth & Trust first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $67.5K in Q1 2026. 144 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • MassMutual Private Wealth & Trust held 3,972 shares of Bluerock Private Real Estate Fund worth $51.7K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 91 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $1.41K.
  • Bluerock Private Real Estate Fund made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #763 holding.
  • MassMutual Private Wealth & Trust first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
  • MassMutual Private Wealth & Trust's Bluerock Private Real Estate Fund position peaked at $67.5K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.