IFG
BPRE

Independent Financial Group’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Independent Financial Group’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 		$16.3M Buy
1,254,525
+97,712
+8% +$1.52M 0.31% 56
2026
Q1 		$19.2M Buy
1,156,813
+298,028
+35% +$4.96M 0.43% 36
2025
Q4 		$12.9M Buy
+858,785
New +$13.3M 0.29% 61

Other funds holding BPRE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Independent Financial Group's BPRE Position: Q2 2026 in Review

Independent Financial Group increased its Bluerock Private Real Estate Fund (BPRE) stake by 8.4% in Q2 2026, buying an estimated $1.52M and bringing the position to 1,254,525 shares worth $16.3M. The position accounts for 0.31% of the portfolio, ranked #56.

Independent Financial Group first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.2M in Q1 2026. 298 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • Independent Financial Group held 1,254,525 shares of Bluerock Private Real Estate Fund worth $16.3M as of Q2 2026.
  • Independent Financial Group bought 97,712 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $1.52M.
  • Bluerock Private Real Estate Fund made up 0.31% of Independent Financial Group's portfolio in Q2 2026, its #56 holding.
  • Independent Financial Group first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
  • Independent Financial Group's Bluerock Private Real Estate Fund position peaked at $19.2M in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

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