Tucker Asset Management’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Tucker Asset 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
2025 Q4	$266K	Buy	+17,712	New	+$273K	0.08%	81

Other funds holding BPRE

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Tucker Asset Management's BPRE Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Bluerock Private Real Estate Fund (BPRE) in Q4 2025: 17,712 shares worth $266K. The stake represents 0.08% of the portfolio and ranks #81 among its holdings.

349 funds tracked by Wall St. Rank hold BPRE as of Q4 2025.

Tucker Asset Management held 17,712 shares of Bluerock Private Real Estate Fund worth $266K as of Q4 2025.
Bluerock Private Real Estate Fund was a new Tucker Asset Management position in Q4 2025.
Bluerock Private Real Estate Fund made up 0.08% of Tucker Asset Management's portfolio in Q4 2025, its #81 holding.
349 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.