Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in BPRE — Bluerock Private Real Estate Fund
CIK 1510434
Seattle, WA
Position in BPRE
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$218,687
+$1,787 QoQ
Shares Held
13,166
-8.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BPRE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $17,475,989 across 14 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,456 | $5,246,271 | |
| 2 | STT |
State Street Corp
|
29,361 | $4,979,625 | |
| 3 | SEIC |
Sei Investments Co
|
17,980 | $1,577,025 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,047 | $939,081 | |
| 5 | BX |
Blackstone Inc.
|
7,228 | $850,518 | |
| 6 | NTRS |
Northern Trust Corp
|
4,296 | $746,815 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
14,448 | $615,339 | |
| 8 | 10,631 | $552,280 |
All Filings in BPRE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,687 | 13,166 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $216,900 | 14,460 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||