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Summit Investment Advisory Services, LLC → BPRE
Summit Investment Advisory Services, LLC BPRE Position History
Bluerock Private Real Estate Fund • Real Estate
Quarters held
4
Latest value
$999K
Q3 2026
Peak value
$1.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.3M |
| Q1 2026 | $1.3M |
| Q2 2026 | $929K |
| Q3 2026 | $999K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $999K | 79.7K | — | — |
| Q2 2026 | $929K | 71.4K | — | — |
| Q1 2026 | $1.3M | 78.7K | — | — |
| Q4 2025 | $1.3M | 87.1K | — | — |