MassMutual Private Wealth & Trust, FSB BPRE β€” Bluerock Private Real Estate Fund

Ownership history in MassMutual Private Wealth & Trust, FSB  Β·  3 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Bluerock Private Real Estate Fund (BPRE) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. 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 Q2

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 Q2

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.

How MassMutual Private Wealth & Trust, FSB held BPRE β€” position size vs. price
% of Fund (quarterly)    BPRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 3,972 -91 -2.2% 0.00% $52K 2026-07-02 $12.85
2026 Q1 REDUCED β€” β€” β€” 4,063 -2 -0.0% 0.00% $67K 2026-04-13 $16.10
2025 Q4 INITIATED β€” β€” β€” 4,065 β€” β€” 0.00% $61K 2026-01-07 $14.07

🏒 Other funds also holding BPRE

As of 2026 Q2 β€” sorted by position size

Noble Wealth Management PBC 0.63% CX Institutional 3Y 7Y 0.03%

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 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

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 Q2, when MassMutual Private Wealth & Trust, FSB reported 3,972 shares, equal to 0.00% of portfolio, with an estimated market value of $52K.

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.

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