ORG Partners’s Bluerock Private Real Estate Fund BPRE Stock Holding History

ORG Partners’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
2025 Q4	$1.3K	Buy	+87	New	+$1.34K	﹤0.01%	1505

Other funds holding BPRE

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

ORG Partners's BPRE Position: Q4 2025 in Review

ORG Partners opened a new position in Bluerock Private Real Estate Fund (BPRE) in Q4 2025: 87 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #1505 among its holdings.

349 funds tracked by Wall St. Rank hold BPRE as of Q4 2025.

ORG Partners held 87 shares of Bluerock Private Real Estate Fund worth $1.3K as of Q4 2025.
Bluerock Private Real Estate Fund was a new ORG Partners position in Q4 2025.
Bluerock Private Real Estate Fund made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1505 holding.
349 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.