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

Quantum Financial 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
2026
Q3 		$464K Buy
36,987
+10,210
+38% +$127K 0.24% 87
2026
Q2 		$348K Buy
+26,777
New +$416K 0.18% 99

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B. Riley Wealth Advisors
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Matisse Capital
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Turning Point Benefit Group
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Creative Planning
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Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
D.A. Davidson & Co
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Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Quantum Financial Partners's BPRE Position: Q3 2026 in Review

Quantum Financial Partners increased its Bluerock Private Real Estate Fund (BPRE) stake by 38% in Q3 2026, buying an estimated $127K and bringing the position to 36,987 shares worth $464K. The position accounts for 0.24% of the portfolio, ranked #87.

Quantum Financial Partners first reported a position in BPRE in Q2 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold BPRE as of Q3 2026.

  • Quantum Financial Partners held 36,987 shares of Bluerock Private Real Estate Fund worth $464K as of Q3 2026.
  • Quantum Financial Partners bought 10,210 Bluerock Private Real Estate Fund shares in Q3 2026, an estimated $127K.
  • Bluerock Private Real Estate Fund made up 0.24% of Quantum Financial Partners's portfolio in Q3 2026, its #87 holding.
  • Quantum Financial Partners first reported a position in Bluerock Private Real Estate Fund in Q2 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.