RMR Wealth Builders
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RMR Wealth Builders’s Bluerock Private Real Estate Fund BPRE Stock Holding History

RMR Wealth Builders’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 		– Sell
-34,618
Closed -$450K – 337
2026
Q2 		$450K Sell
34,618
-313
-0.9% -$4.86K 0.03% 207
2026
Q1 		$580K Sell
34,931
-804
-2% -$13.4K 0.05% 160
2025
Q4 		$536K Buy
+35,735
New +$551K 0.04% 162

Other funds holding BPRE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Quadrant Private Wealth Management
Quadrant Private Wealth Management Center Valley, Pennsylvania $753M AUM 13.49% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Guardian Financial Partners
Guardian Financial Partners Orange, California $261M AUM 13.36% 1-Year Est. Return
Turning Point Benefit Group
Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return

RMR Wealth Builders's BPRE Position: Q3 2026 in Review

RMR Wealth Builders sold out of Bluerock Private Real Estate Fund (BPRE) in Q3 2026, closing a stake of 34,618 shares — an estimated $450K sold.

RMR Wealth Builders first reported a position in BPRE in Q4 2025 and held it in 3 quarters. The position peaked at $580K in Q1 2026. 155 funds tracked by Wall St. Rank hold BPRE as of Q3 2026.

  • RMR Wealth Builders reported no remaining Bluerock Private Real Estate Fund position as of Q3 2026 after selling out during the quarter.
  • RMR Wealth Builders sold 34,618 Bluerock Private Real Estate Fund shares in Q3 2026, an estimated $450K.
  • RMR Wealth Builders first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and held it in 3 quarters.
  • RMR Wealth Builders's Bluerock Private Real Estate Fund position peaked at $580K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.