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Bluerock Pvt Real Estate shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Bluerock Pvt Real Estate

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bluerock Pvt Real Estate by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $187k 13k 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
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