SL
BPRE

Salomon & Ludwin’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Salomon & Ludwin’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 		$4.73K Buy
283
+6
+2% +$100 ﹤0.01% 1775
2025
Q4 		$4.19K Buy
+277
New +$4.27K ﹤0.01% 1842

Other funds holding BPRE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Salomon & Ludwin's BPRE Position: Q1 2026 in Review

Salomon & Ludwin increased its Bluerock Private Real Estate Fund (BPRE) stake by 2.2% in Q1 2026, buying an estimated $100 and bringing the position to 283 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Salomon & Ludwin first reported a position in BPRE in Q4 2025 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold BPRE as of Q1 2026.

  • Salomon & Ludwin held 283 shares of Bluerock Private Real Estate Fund worth $4.73K as of Q1 2026.
  • Salomon & Ludwin bought 6 Bluerock Private Real Estate Fund shares in Q1 2026, an estimated $100.
  • Bluerock Private Real Estate Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1775 holding.
  • Salomon & Ludwin first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.