BPRE ETF

BPRE ETF
$12.38
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Fund Essentials - as of Dec 31, 2025

Net Assets
$3.2B
Expense Ratio
3.54%
Dividend Yield (Current)
3.69%
Holdings
34
Inception Date
Dec 16, 2025
Fund Family
Bluerock Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD-3.76%
1 Year-7.28%
3 Year-7.01%
5 Year-1.41%
10 Year+2.81%

Asset Allocation

Stocks: 5.66%
Cash: 9.53%
Other: 84.81%
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Top Holdings

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TickerNameWeight
-Ftse/Mib Idx Fut Jun2612.70%
FRESXFidelity Money Market Government Portfolio9.60%
-Truist Financial Corp. 5.071% 5/20/2031 (Usd-Sofr + 1.309% On 5/20/2030)7.50%
-Tdc Net A/S 6.50% Jun 01/316.80%
NMFEagle Point Co-Invest Ii Lp6.20%
Top 10 Concentration: 67.40%Report Date: Dec 31, 2025
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Dividend Summary

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Dividend Yield (Current)
3.69%
Frequency
Monthly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

BPRE ETF Overview

BPRE ETF (Bluerock Private Real Estate Fund) is managed by Bluerock Funds with $3.24B in net assets. BPRE expense ratio is 3.54%, holding 34 positions across various sectors. Inception date: 2025-12-16.

BPRE performance shows a YTD return of -3.76%. The 1-year return is -7.28% and the 5-year return is -1.41%. BPRE dividend yield stands at 3.69%, paid monthly.

BPRE top holdings include Ftse/Mib Idx Fut Jun26 (12.7%), Fidelity Money Market Government Portfolio (9.6%), Truist Financial Corp. 5.071% 5/20/2031 (Usd-Sofr + 1.309% On 5/20/2030) (7.5%), Tdc Net A/S 6.50% Jun 01/31 (6.8%), Eagle Point Co-Invest Ii Lp (6.2%). Go to all BPRE holdings, BPRE sectors, or BPRE dividends.

BPRE can be compared against other funds. Use BPRE overlap to find shared positions, or BPRE vs another fund for a side-by-side view. BPRE alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-2.29%
YTD
-3.76%
1 Year
-7.28%
3 Year
-7.01%

Top 10 Holdings (67.4% of portfolio)

#TickerNameSectorWeight
1-Ftse/Mib Idx Fut Jun26Other12.70%
2FRESXFidelity Money Market Government PortfolioUnknown9.60%
3-Truist Financial Corp. 5.071% 5/20/2031 (Usd-Sofr + 1.309% On 5/20/2030)Other7.50%
4-Tdc Net A/S 6.50% Jun 01/31Other6.80%
5NMFEagle Point Co-Invest Ii LpUnknown6.20%
6-Ares Industrial Real Estate FundOther5.90%
7-Forgent Power 12/15/2032 6.98 2032-12-15Other5.40%
8-8876496.SrdsqOther5.00%
9-Brookfield Premier Real Estate PartnersOther4.90%
10-Forward Foreign Currency ContractOther3.40%