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

Mosley 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
2026 Q2	$177	Buy	+14	New	+$217	﹤0.01%	729

Other funds holding BPRE

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mosley Wealth Management's BPRE Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in Bluerock Private Real Estate Fund (BPRE) in Q2 2026: 14 shares worth $177. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings.

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

Mosley Wealth Management held 14 shares of Bluerock Private Real Estate Fund worth $177 as of Q2 2026.
Bluerock Private Real Estate Fund was a new Mosley Wealth Management position in Q2 2026.
Bluerock Private Real Estate Fund made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #729 holding.
192 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.