Plancorp LLC’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Plancorp LLC’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 Q3	$506K	Buy	+40,877	New	+$509K	0.01%	274

Other funds holding BPRE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Quadrant Private Wealth Management Center Valley, Pennsylvania $753M AUM 13.49% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Guardian Financial Partners Orange, California $261M AUM 13.36% 1-Year Est. Return

Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return

Plancorp LLC's BPRE Position: Q3 2026 in Review

Plancorp LLC opened a new position in Bluerock Private Real Estate Fund (BPRE) in Q3 2026: 40,877 shares worth $506K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings.

155 funds tracked by Wall St. Rank hold BPRE as of Q3 2026.

Plancorp LLC held 40,877 shares of Bluerock Private Real Estate Fund worth $506K as of Q3 2026.
Bluerock Private Real Estate Fund was a new Plancorp LLC position in Q3 2026.
Bluerock Private Real Estate Fund made up 0.01% of Plancorp LLC's portfolio in Q3 2026, its #274 holding.
155 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.