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Bluerock Pvt Real Estate shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Bluerock Pvt Real Estate (BPRE) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Bluerock Pvt Real Estate

Tip: Access up to 7 years of quarterly data

All positions including Bluerock Pvt Real Estate held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bluerock Pvt Real Estate by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.0M 402k 15.00

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Top funds holding Bluerock Pvt Real Estate

Cambridge Investment Research Advisors
Traphagen Investment Advisors
Quadrant Private Wealth Management
BSW Wealth Partners
Brookstone Capital Management
Octavia Wealth Advisors
Guardian Financial Partners
Integrated Wealth Concepts
Soltis Investment Advisors
Sanctuary Advisors
SCS Capital Management
Turning Point Benefit Group
Cathy Pareto & Associates
Pinkerton Retirement Specialists
Nova R Wealth

View all funds holding Bluerock Pvt Real Estate