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
Q2 		$3.77K Buy
290
+7
+2% +$109 ﹤0.01% 1878
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 $65.5B AUM 24.25% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Salomon & Ludwin's BPRE Position: Q2 2026 in Review

Salomon & Ludwin increased its Bluerock Private Real Estate Fund (BPRE) stake by 2.5% in Q2 2026, buying an estimated $109 and bringing the position to 290 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Salomon & Ludwin first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.73K in Q1 2026. 311 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • Salomon & Ludwin held 290 shares of Bluerock Private Real Estate Fund worth $3.77K as of Q2 2026.
  • Salomon & Ludwin bought 7 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $109.
  • Bluerock Private Real Estate Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1878 holding.
  • Salomon & Ludwin first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
  • Salomon & Ludwin's Bluerock Private Real Estate Fund position peaked at $4.73K in Q1 2026.
  • 311 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.