Back to BPRE

B. Riley Wealth Advisors, Inc. → BPRE

B. Riley Wealth Advisors, Inc. BPRE Position History

Bluerock Private Real Estate Fund • Real Estate

Quarters held
4
Latest value
$7.6M
Q3 2026
Peak value
$7.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$600K
Q1 2026$5M
Q2 2026$6.1M
Q3 2026$7.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.6M609.9K——
Q2 2026$6.1M455.0K——
Q1 2026$5M308.8K——
Q4 2025$600K40.0K——

Other funds holding BPRE

Other B. Riley Wealth Advisors, Inc. positions

AAPL

APPLE INC

$146.1M
NVDA

NVIDIA CORPORATION

$133.1M
NVDA

NVIDIA CORPORATION

$117.2M
NVDA

NVIDIA CORPORATION

$114.7M
AAPL

APPLE INC

$112M
NVDA

NVIDIA CORPORATION

$109.2M
ETHA

ISHARES TR

$99.7M
NVDA

NVIDIA CORPORATION

$97.8M