MassMutual Private Wealth & Trust, FSB BPRE — Bluerock Private Real Estate Fund

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  4 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Bluerock Private Real Estate Fund (BPRE) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. The latest visible filing shows BPRE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BPRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Bluerock Private Real Estate Fund, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BPRE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BPRE stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held BPRE — position size vs. price
% of Fund (quarterly)    BPRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 3,972 — 0% 0.00% $50K 2026-10-05 $12.73
2026 Q2 REDUCED — — — 3,972 -91 -2.2% 0.00% $52K 2026-07-02 $12.43
2026 Q1 REDUCED — — — 4,063 -2 -0.0% 0.00% $67K 2026-04-13 $15.57
2025 Q4 INITIATED — — — 4,065 — — 0.00% $61K 2026-01-07 $13.61

🏢 Other funds also holding BPRE

As of 2026 Q3 — sorted by position size

Noble Wealth Management PBC 1.27% Veracity Capital LLC 3Y 0.32% Castleview Partners, LLC 3Y 7Y 0.15% BOS Asset Management, LLC 3Y 0.03% Cooper Financial Group 3Y 7Y 0.02% Sound Income Strategies, LLC 3Y 7Y 0.01% GK Wealth Management LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and BPRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning BPRE?

MassMutual Private Wealth & Trust, FSB reported BPRE across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported BPRE position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for BPRE was 0.00% in 2026 Q1.

What is the latest reported BPRE position on this page?

The most recent filing on this page is 2026 Q3, when MassMutual Private Wealth & Trust, FSB reported 3,972 shares, equal to 0.00% of portfolio, with an estimated market value of $50K.

What does the chart on this BPRE ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly BPRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their BPRE position?

Based on 13F filing dates vs. subsequent BPRE price moves, MassMutual Private Wealth & Trust, FSB correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on BPRE relative to SPY over the holding period was -22.7%.

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