Twin Peaks Wealth Advisors’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-581	Closed	-$9.65K	–	2363
2026 Q1	$9.65K	Buy	+581	New	+$9.67K	﹤0.01%	1085

Other funds holding BPRE

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SCM

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Twin Peaks Wealth Advisors's BPRE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Bluerock Private Real Estate Fund (BPRE) in Q2 2026, closing a stake of 581 shares — an estimated $9.65K sold.

Twin Peaks Wealth Advisors first reported a position in BPRE in Q1 2026 and held it in 1 quarter. The position peaked at $9.65K in Q1 2026. 309 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Bluerock Private Real Estate Fund position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 581 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $9.65K.
Twin Peaks Wealth Advisors first reported a position in Bluerock Private Real Estate Fund in Q1 2026 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Bluerock Private Real Estate Fund position peaked at $9.65K in Q1 2026.
309 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.