SPIA
BPRE

Steward Partners Investment Advisory’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$131K Buy
7,892
+7,151
+965% +$119K ﹤0.01% 2226
2025
Q4 		$11.1K Buy
+741
New +$11.4K ﹤0.01% 3404

Other funds holding BPRE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Steward Partners Investment Advisory's BPRE Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Bluerock Private Real Estate Fund (BPRE) stake by 965% in Q1 2026, buying an estimated $119K and bringing the position to 7,892 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

Steward Partners Investment Advisory first reported a position in BPRE in Q4 2025 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold BPRE as of Q1 2026.

  • Steward Partners Investment Advisory held 7,892 shares of Bluerock Private Real Estate Fund worth $131K as of Q1 2026.
  • Steward Partners Investment Advisory bought 7,151 Bluerock Private Real Estate Fund shares in Q1 2026, an estimated $119K.
  • Bluerock Private Real Estate Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2226 holding.
  • Steward Partners Investment Advisory first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.