MYIA
BPRE

Mount Yale Investment Advisors’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Mount Yale Investment 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
Q1 		$6.81M Buy
410,228
+374,787
+1,057% +$6.24M 0.16% 144
2025
Q4 		$532K Buy
+35,441
New +$547K 0.03% 450

Other funds holding BPRE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 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 $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Mount Yale Investment Advisors's BPRE Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Bluerock Private Real Estate Fund (BPRE) stake by 1,057% in Q1 2026, buying an estimated $6.24M and bringing the position to 410,228 shares worth $6.81M. The position accounts for 0.16% of the portfolio, ranked #144.

Mount Yale Investment Advisors first reported a position in BPRE in Q4 2025 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold BPRE as of Q1 2026.

  • Mount Yale Investment Advisors held 410,228 shares of Bluerock Private Real Estate Fund worth $6.81M as of Q1 2026.
  • Mount Yale Investment Advisors bought 374,787 Bluerock Private Real Estate Fund shares in Q1 2026, an estimated $6.24M.
  • Bluerock Private Real Estate Fund made up 0.16% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #144 holding.
  • Mount Yale Investment Advisors first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.