Morgan Stanley
BPRE

Morgan Stanley’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Morgan Stanley’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 		$33M Buy
2,536,785
+729,197
+40% +$11.3M ﹤0.01% 2635
2026
Q1 		$30M Buy
1,807,588
+1,302,939
+258% +$21.7M ﹤0.01% 2576
2025
Q4 		$7.57M Buy
+504,649
New +$7.79M ﹤0.01% 3862

Other funds holding BPRE

CAPTRUST Financial Advisors
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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Morgan Stanley's BPRE Position: Q2 2026 in Review

Morgan Stanley increased its Bluerock Private Real Estate Fund (BPRE) stake by 40% in Q2 2026, buying an estimated $11.3M and bringing the position to 2,536,785 shares worth $33M. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

Morgan Stanley first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • Morgan Stanley held 2,536,785 shares of Bluerock Private Real Estate Fund worth $33M as of Q2 2026.
  • Morgan Stanley bought 729,197 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $11.3M.
  • Bluerock Private Real Estate Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2635 holding.
  • Morgan Stanley first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.