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Bluerock Pvt Real Estate shares owned by Wilkerson Advisory Group

Quarter-by-quarter ownership of Bluerock Pvt Real Estate (BPRE) shares owned by Wilkerson Advisory Group from 13F filings

Historical chart of Wilkerson Advisory Group investment in Bluerock Pvt Real Estate

Tip: Access up to 7 years of quarterly data

All positions including Bluerock Pvt Real Estate held by Wilkerson Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bluerock Pvt Real Estate by Wilkerson Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.9M 413k 16.61

More positions owned by Wilkerson Advisory Group

State Street Spdr S&p 500 Etf Etf (SPY)
Victoryshares Free Cash Flow Etf Etf (VFLO)
Avantis International Equity Etf Etf (AVDE)
Federated Hermes Total Return Bond Etf Etf (FTRB)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Avantis U.s. Equity Etf Etf (AVUS)
American Century U.s. Quality Growth Etf Etf (QGRO)
Invesco Qqq Trust Series I Etf (QQQ)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Bluerock Pvt Real Estate Cef (BPRE)
Access Treasury 0-1 Year Etf Etf (GBIL)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Caterpillar Stock (CAT)

View all positions for Wilkerson Advisory Group

Top funds holding Bluerock Pvt Real Estate

Captrust Financial Advisors
LPL Financial
Saba Capital Management
Cambridge Investment Research Advisors
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Colony
Midland Wealth Advisors
Quadrant Private Wealth Management
Pasadena Private Wealth
Morgan Stanley
Advisor Group Holdings
Sunbelt Securities
Traphagen Investment Advisors
Independent Financial Group

View all funds holding Bluerock Pvt Real Estate