WealthPoint Financial »

Bluerock Pvt Real Estate shares owned by WealthPoint Financial

Quarter-by-quarter ownership of Bluerock Pvt Real Estate (BPRE) shares owned by WealthPoint Financial from 13F filings

Historical chart of WealthPoint Financial investment in Bluerock Pvt Real Estate

Tip: Access up to 7 years of quarterly data

All positions including Bluerock Pvt Real Estate held by WealthPoint Financial 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 WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 147k 15.00

More positions owned by WealthPoint Financial

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Sp 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T Sp 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Core Msci Emkt (IEMG)
Lpl Financial Holdings (LPLA)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for WealthPoint Financial

Top funds holding Bluerock Pvt Real Estate

LPL Financial
Cambridge Investment Research Advisors
Cetera Investment Advisers
Traphagen Investment Advisors
Quadrant Private Wealth Management
Thomas J. Herzfeld Advisors
Wells Fargo & Company
BSW Wealth Partners
Brookstone Capital Management
Arkadios Wealth Advisors
Octavia Wealth Advisors
Guardian Financial Partners
Integrated Wealth Concepts
Soltis Investment Advisors
Sanctuary Advisors

View all funds holding Bluerock Pvt Real Estate