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HB Wealth Management, LLC → BPRE

HB Wealth Management, LLC BPRE Position History

Bluerock Private Real Estate Fund • Real Estate

Quarters held
2
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$834K
Q3 2026$1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1M82.6K——
Q2 2026$834K64.1K——

Other funds holding BPRE

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B