WFP
BPRE

Welch Financial Planning’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Welch Financial Planning’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 		$804K Sell
61,831
-9,216
-13% -$143K 0.47% 34
2026
Q1 		$1.18M Sell
71,047
-3,033
-4% -$50.5K 0.85% 22
2025
Q4 		$1.11M Buy
+74,080
New +$1.14M 0.81% 22

Other funds holding BPRE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Welch Financial Planning's BPRE Position: Q2 2026 in Review

Welch Financial Planning reduced its Bluerock Private Real Estate Fund (BPRE) stake by 13% in Q2 2026, selling an estimated $143K and leaving 61,831 shares worth $804K. The position accounts for 0.47% of the portfolio, ranked #34.

Welch Financial Planning first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q1 2026. 174 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • Welch Financial Planning held 61,831 shares of Bluerock Private Real Estate Fund worth $804K as of Q2 2026.
  • Welch Financial Planning sold 9,216 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $143K.
  • Bluerock Private Real Estate Fund made up 0.47% of Welch Financial Planning's portfolio in Q2 2026, its #34 holding.
  • Welch Financial Planning first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
  • Welch Financial Planning's Bluerock Private Real Estate Fund position peaked at $1.18M in Q1 2026.
  • 174 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.