NWMP
BPRE

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

Noble Wealth Management PBC’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 		$1.41M Sell
108,583
-12,236
-10% -$190K 0.63% 49
2026
Q1 		$2.01M Buy
+120,819
New +$2.01M 1.01% 29

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
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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Noble Wealth Management PBC's BPRE Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Bluerock Private Real Estate Fund (BPRE) stake by 10% in Q2 2026, selling an estimated $190K and leaving 108,583 shares worth $1.41M. The position accounts for 0.63% of the portfolio, ranked #49.

Noble Wealth Management PBC first reported a position in BPRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.01M in Q1 2026. 138 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • Noble Wealth Management PBC held 108,583 shares of Bluerock Private Real Estate Fund worth $1.41M as of Q2 2026.
  • Noble Wealth Management PBC sold 12,236 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $190K.
  • Bluerock Private Real Estate Fund made up 0.63% of Noble Wealth Management PBC's portfolio in Q2 2026, its #49 holding.
  • Noble Wealth Management PBC first reported a position in Bluerock Private Real Estate Fund in Q1 2026 and has held it in 2 quarters since.
  • Noble Wealth Management PBC's Bluerock Private Real Estate Fund position peaked at $2.01M in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.