Who owns BLUEROCK PVT REAL ESTATE FD?

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Analyze quarterly positions in Bluerock Pvt Real Estate with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Bluerock Pvt Real Estate stock

Who bought or sold BLUEROCK PVT REAL ESTATE FD this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Lakeridge Wealth Management 179k $2.7M 100% Dec 2025
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JBR Co Financial Management 135k $2.0M 100% Dec 2025
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Wealth Enhancement Advisory Services 112k $1.7M 100% Dec 2025
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Dynamic Advisors Solutions 78k $1.2M 100% Dec 2025
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Sound View Wealth Advisors Group 24k $352k 100% Dec 2025
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Cooper Financial Group 19k $279k 100% Dec 2025
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BOS Asset Management 10k $151k 100% Dec 2025
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Massmutual Trust 4.1k $61k 100% Dec 2025
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