SA
BPRE

Stewardship Advisors’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Stewardship Advisors’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 		$886K Buy
68,139
+9,105
+15% +$141K 0.18% 62
2026
Q1 		$981K Buy
59,034
+7,362
+14% +$123K 0.23% 58
2025
Q4 		$775K Buy
+51,672
New +$797K 0.18% 62

Other funds holding BPRE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Stewardship Advisors's BPRE Position: Q2 2026 in Review

Stewardship Advisors increased its Bluerock Private Real Estate Fund (BPRE) stake by 15% in Q2 2026, buying an estimated $141K and bringing the position to 68,139 shares worth $886K. The position accounts for 0.18% of the portfolio, ranked #62.

Stewardship Advisors first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $981K in Q1 2026. 135 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • Stewardship Advisors held 68,139 shares of Bluerock Private Real Estate Fund worth $886K as of Q2 2026.
  • Stewardship Advisors bought 9,105 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $141K.
  • Bluerock Private Real Estate Fund made up 0.18% of Stewardship Advisors's portfolio in Q2 2026, its #62 holding.
  • Stewardship Advisors first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
  • Stewardship Advisors's Bluerock Private Real Estate Fund position peaked at $981K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.