Legacy Wealth Managment »

Bluerock Pvt Real Estate shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment investment in Bluerock Pvt Real Estate

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bluerock Pvt Real Estate by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $129k 8.6k 15.00

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Simplify Exchange Traded Fun Ancorato Target (XXV)
Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Oracle Corporation (ORCL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Eagle Pt Cr (ECC)
Fs Kkr Capital Corp (FSK)
Proshares Tr Bitcoin Etf (BITO)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)

View all positions for Legacy Wealth Managment

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
Soltis Investment Advisors
Sanctuary Advisors
Turning Point Benefit Group
Cathy Pareto & Associates
Pinkerton Retirement Specialists
Nova R Wealth
AE Wealth Management
Deschutes Portfolio Strategy

View all funds holding Bluerock Pvt Real Estate