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Summit Financial Wealth Advisors, LLC → BPRE
Summit Financial Wealth Advisors, LLC BPRE Position History
Bluerock Private Real Estate Fund • Real Estate
Quarters held
4
Latest value
$774K
Q3 2026
Peak value
$1.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q1 2026 | $1.4M |
| Q2 2026 | $907K |
| Q3 2026 | $774K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $774K | 61.7K | — | — |
| Q2 2026 | $907K | 69.7K | — | — |
| Q1 2026 | $1.4M | 82.5K | — | — |
| Q4 2025 | $1.1M | 72.2K | — | — |