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Bluerock Pvt Real Estate shares owned by Welch Financial Planning

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

Historical chart of Welch Financial Planning investment in Bluerock Pvt Real Estate

Tip: Access up to 7 years of quarterly data

All positions including Bluerock Pvt Real Estate held by Welch Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bluerock Pvt Real Estate by Welch Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 74k 15.00

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View all positions for Welch Financial Planning

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