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WealthPoint Financial, LLC → BPRE

WealthPoint Financial, LLC BPRE Position History

Bluerock Private Real Estate Fund • Real Estate

Quarters held
5
Latest value
$1.4M
Q3 2026
Peak value
$2.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.2M
Q1 2026$2.2M
Q1 2026$2M
Q2 2026$1.5M
Q3 2026$1.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.4M108.3K——
Q2 2026$1.5M112.8K——
Q1 2026$2M122.4K——
Q1 2026$2.2M147.3K——
Q4 2025$2.2M147.3K——

Other funds holding BPRE

Other WealthPoint Financial, LLC positions

STT-PG

SPDR SERIES TRUST

$13.7M
STT-PG

SPDR SERIES TRUST

$13.2M
STT-PG

SPDR SERIES TRUST

$6.8M
ETHA

ISHARES TR

$6.6M
STT-PG

SPDR SERIES TRUST

$5.5M
STT-PG

SPDR SERIES TRUST

$5.5M
ETHA

ISHARES TR

$5.2M
ETHA

BLACKROCK ETF TRUST

$5.2M
WealthPoint Financial, LLC BPRE Holdings: 13F Position History | Track13F