OPWM
BPRE

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

Oregon Pacific 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
Q1 		– Sell
-11,499
Closed -$172K – 136
2025
Q4 		$172K Buy
+11,499
New +$177K 0.18% 115

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SCM
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Northwestern Mutual Wealth Management
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Cetera Investment Advisers
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Focus Partners Wealth
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MWA
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QPWM
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PPW
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Oregon Pacific Wealth Management's BPRE Position: Q1 2026 in Review

Oregon Pacific Wealth Management sold out of Bluerock Private Real Estate Fund (BPRE) in Q1 2026, closing a stake of 11,499 shares — an estimated $172K sold.

Oregon Pacific Wealth Management first reported a position in BPRE in Q4 2025 and held it in 1 quarter. The position peaked at $172K in Q4 2025. 323 funds tracked by Wall St. Rank hold BPRE as of Q1 2026.

  • Oregon Pacific Wealth Management reported no remaining Bluerock Private Real Estate Fund position as of Q1 2026 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 11,499 Bluerock Private Real Estate Fund shares in Q1 2026, an estimated $172K.
  • Oregon Pacific Wealth Management first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and held it in 1 quarter.
  • Oregon Pacific Wealth Management's Bluerock Private Real Estate Fund position peaked at $172K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.