VWM
BPRE

Vermillion Wealth Management’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Vermillion Wealth 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
Q1 		– Sell
-893
Closed -$13.4K – 1582
2025
Q4 		$13.4K Buy
+893
New +$13.8K 0.01% 336

Other funds holding BPRE

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LPL Financial
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SCM
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Vermillion Wealth Management's BPRE Position: Q1 2026 in Review

Vermillion Wealth Management sold out of Bluerock Private Real Estate Fund (BPRE) in Q1 2026, closing a stake of 893 shares — an estimated $13.4K sold.

Vermillion Wealth Management first reported a position in BPRE in Q4 2025 and held it in 1 quarter. The position peaked at $13.4K in Q4 2025. 323 funds tracked by Wall St. Rank hold BPRE as of Q1 2026.

  • Vermillion Wealth Management reported no remaining Bluerock Private Real Estate Fund position as of Q1 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 893 Bluerock Private Real Estate Fund shares in Q1 2026, an estimated $13.4K.
  • Vermillion Wealth Management first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and held it in 1 quarter.
  • Vermillion Wealth Management's Bluerock Private Real Estate Fund position peaked at $13.4K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q1 2026.

Based on Vermillion Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.