Back to BPRE
Avantax Planning Partners, Inc. → BPRE
Avantax Planning Partners, Inc. BPRE Position History
Bluerock Private Real Estate Fund • Real Estate
Quarters held
4
Latest value
$3.7M
Q3 2026
Peak value
$5.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.3M |
| Q1 2026 | $5.7M |
| Q2 2026 | $4.2M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 296.5K | — | — |
| Q2 2026 | $4.2M | 324.7K | — | — |
| Q1 2026 | $5.7M | 344.5K | — | — |
| Q4 2025 | $5.3M | 353.8K | — | — |