SPWG
BPRE

Syntegra Private Wealth Group’s Bluerock Private Real Estate Fund BPRE Stock Holding History

Syntegra Private Wealth 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 		$665K Buy
51,118
+12,170
+31% +$189K 0.05% 93
2026
Q1 		$647K Buy
38,948
+3,618
+10% +$60.2K 0.06% 85
2025
Q4 		$530K Buy
+35,330
New +$545K 0.05% 100

Other funds holding BPRE

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Syntegra Private Wealth Group's BPRE Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its Bluerock Private Real Estate Fund (BPRE) stake by 31% in Q2 2026, buying an estimated $189K and bringing the position to 51,118 shares worth $665K. The position accounts for 0.05% of the portfolio, ranked #93.

Syntegra Private Wealth Group first reported a position in BPRE in Q4 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold BPRE as of Q2 2026.

  • Syntegra Private Wealth Group held 51,118 shares of Bluerock Private Real Estate Fund worth $665K as of Q2 2026.
  • Syntegra Private Wealth Group bought 12,170 Bluerock Private Real Estate Fund shares in Q2 2026, an estimated $189K.
  • Bluerock Private Real Estate Fund made up 0.05% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #93 holding.
  • Syntegra Private Wealth Group first reported a position in Bluerock Private Real Estate Fund in Q4 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Bluerock Private Real Estate Fund as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.