Turning Point Benefit Group
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Turning Point Benefit Group’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Turning Point Benefit Group’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 		$3.94M Sell
311,907
-2,370
-0.8% -$29.5K 1.61% 20
2026
Q2 		$4.09M Buy
314,277
+277,234
+748% +$4.3M 1.76% 18
2026
Q1 		$605K Sell
37,043
-298,938
-89% -$4.98M 0.39% 52
2025
Q4 		$5.04M Buy
+335,981
New +$5.18M 2.63% 9

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Turning Point Benefit Group's BPRE Position: Q3 2026 in Review

Turning Point Benefit Group reduced its Bluerock Private Real Estate Fund (BPRE) stake by 0.75% in Q3 2026, selling an estimated $29.5K and leaving 311,907 shares worth $3.94M. The position accounts for 1.61% of the portfolio, ranked #20.

Turning Point Benefit Group first reported a position in BPRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.04M in Q4 2025. 156 funds tracked by Wall St. Rank hold BPRE as of Q3 2026.

  • Turning Point Benefit Group held 311,907 shares of Bluerock Private Real Estate Fund worth $3.94M as of Q3 2026.
  • Turning Point Benefit Group sold 2,370 Bluerock Private Real Estate Fund shares in Q3 2026, an estimated $29.5K.
  • Bluerock Private Real Estate Fund made up 1.61% of Turning Point Benefit Group's portfolio in Q3 2026, its #20 holding.
  • Turning Point Benefit Group first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 4 quarters since.
  • Turning Point Benefit Group's Bluerock Private Real Estate Fund position peaked at $5.04M in Q4 2025.
  • 156 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q3 2026.

Based on Turning Point Benefit Group's 13F filing for Q3 2026, filed 28 Oct 2026.