Modern Wealth Management »

Bluerock Pvt Real Estate shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Bluerock Pvt Real Estate

Tip: Access up to 7 years of quarterly data

All positions including Bluerock Pvt Real Estate held by Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.9M 462k 15.00

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Modern Wealth Management

Top funds holding Bluerock Pvt Real Estate

Captrust Financial Advisors
LPL Financial
Cambridge Investment Research Advisors
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Colony
Advisor Group Holdings
Traphagen Investment Advisors
Quadrant Private Wealth Management
HighTower Advisors
Sunbelt Securities
Pasadena Private Wealth
Jane Street
Thomas J. Herzfeld Advisors
Wells Fargo & Company

View all funds holding Bluerock Pvt Real Estate