Weatherly Asset Management »

Bluerock Pvt Real Estate shares owned by Weatherly Asset Management

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

Historical chart of Weatherly Asset 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 Weatherly Asset 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 Weatherly Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $246k 16k 15.00

More positions owned by Weatherly Asset Management

Eli Lilly & Co Common (LLY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corp Common (MSFT)
Fidelity Merrimack Str Tr Common (FBND)
Netflix Common (NFLX)
J P Morgan Exchange Traded F Common (JMST)
Alphabet Common (GOOGL)
J P Morgan Exchange Traded F Common (JPST)
Vanguard Whitehall Fds Foreign (VIGI)
Invesco Exch Traded Fd Tr Ii Common (CGW)
Ssga Active Etf Tr Foreign (TOTL)
Nvidia Corporation Common (NVDA)
Waste Mgmt Inc Del Common (WM)
Costco Whsl Corp Common (COST)

View all positions for Weatherly Asset Management

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