TCM
BPRE

Triumph Capital Management’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Triumph Capital Management’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 		$17.6K Buy
1,355
+34
+3% +$528 ﹤0.01% 982
2026
Q1 		$21.9K Buy
1,321
+26
+2% +$433 ﹤0.01% 861
2025
Q4 		$19.4K Buy
+1,295
New +$20K ﹤0.01% 875

Other funds holding BPRE

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Triumph Capital Management's BPRE Position: Q2 2026 in Review

Triumph Capital Management increased its Bluerock Private Real Estate Fund (BPRE) stake by 2.6% in Q2 2026, buying an estimated $528 and bringing the position to 1,355 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Triumph Capital Management first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.9K in Q1 2026. 79 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • Triumph Capital Management held 1,355 shares of Bluerock Private Real Estate Fund worth $17.6K as of Q2 2026.
  • Triumph Capital Management bought 34 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $528.
  • Bluerock Private Real Estate Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #982 holding.
  • Triumph Capital Management first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Bluerock Private Real Estate Fund position peaked at $21.9K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.